Rules

Hi ! I'm looking for a way to change a value of an input value parameter type using a business rule. The use case is quite simple : the user will input a value in order to calculate a data. However, using a button I would like to "reset" the input value with another value. I can easily change the value of a "litteral parameter" with a business rule, but I dont know how to change the value of a "input value" parameter type (needless to say, a litteral parameter will not allow my user to input a value !)  ... so what would be the best way to achieve this ?   Regards,

Hi,While we copy from Scenario S#Bud1 to S#Bud2, Annotations are not getting copied.Understand from related posts, it can be achieved using api.Data.SetDataAttachmentText(). Any tried approach using this syntax.Any leads would be appreciated.Thanks

Hi All, I am aware of various options available for copying scenario data in OneStream. These options (data management or custom calculate) usually copy only periodic data across scenarios. Any idea how annotation data can be copied from sceanario1 to scenario2 in OneStream? Any leads would be appreciated. Thanks Bharti

Hi All - I have the below rule, which calculating 30% on NI and Copying it to the InvestmentinSub account from one entity to another. The rule is executing without any issues, but data is not copying to the target entity. Any Help would be appreciated.  I was able to see the correct value in the log Buffer, but the data is not writing to the DB.     Select Case api.FunctionType Case Is = FinanceFunctionType.Calculate 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") Dim resultDataBuffer As DataBuffer = New DataBuffer() 'Data will be written to the Destination. Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("") 'Consol Member Dim parentCurrencyName As String = "Local" 'Source Data POV Dim sourcePOV As String = "V#YTD:C#" & parentCurrencyName & ":F#EndBalInput:O#Top:U1#No_CostCenter:U2#10:U3#No_Projects:U5#OracleDataLoad:U8#No_UD8" 'Filter for BalanceSheet Accounts which has text1 as Investments. Dim filter

Hello, I'm trying to get all the stored items of Entity relationship properties, but w/o success. Any idea what I'm doing wrong? Dim oVMProperties As New VaryingMemberProperties(DimType.Entity.Id, iChild, iParent) Dim oVMPropertiesStoredItemsList As List(Of VaryingMemberPropertyItem) = oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetStoredPropertyItems() I'm expecting the list (row #2) for some use cases (relationships) should return > 0, and it seems to be always 0: {sChild} under {sParent}: {oVMPropertiesStoredItemsList.Count} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetNumStoredPropertyItems()} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.HasStoredPropertyItems()} None under Root: 0 | 0 | False CONSOLID under Root: 0 | 0 | False INACTIVE under Root: 0 | 0 | False Global under Root: 0 | 0 | False TOTAL_LE under CONSOLID: 0 | 0 | False

I'm struggling to understand how exactly to calculate what I need, a confirmation of direction and a little guidance would be great!  I need to calculate an account value (Factored account)  from a Driver account * a Percent account.  The Driver account data contains many different dimension attributes (product, region, customer, etc).  The percent account is at the 'None' member of those different dimensions.  The calculated Factor accounts need to be at the same level (members) as the Driver account.  I'm sure (i think, lol) I need to use the data.calculate, but I'm struggling on the syntax of the function to calculate using data at 2 different account POVs, and the results residing at the same level as the Driver account.  Whether I'll need to create data buffers and manipulate / save or simple filters within the data.calculate.  I do have multiple Drivers for some Factored account (i.e F1 = (D1*Pct) + (D2*Pct) + (D3*Pct)), and multiple Factor

Hi Team,I am wondering is that posible to export Error Logs or Task Activity with business rule? I know we can extract data from cubes or dimensions using BRApi methods, but is there a similar approach that allows us to export Error Logs or Task Activity? If so, what methods or steps are needed to achieve this?

I'm curious about these four finance function types and whether anyone has worked on them: CalcDrillDownMemberFormula ConfirmationRule DynamicCalcAccount ReadSourceDataRecords If someone has worked on these, how do we call and use them? Any insights?

Hi Team,I need to parameterize my Cubeview where I need to sum two flow member data and show it in my Cubeview , For which i need to write a rule in that rule I have to create a temporary variable member (Total) which doesn't exist in our flow hierarchy which will contain sum of our flow member (RFX_Input + UFX_Input) data, and this Total variable member we have to parameterize and so that when Cubeview runs it'll show me the total value of (RFX_input + UFX_input) into my Cubeview. Please help me to guide how to write this rule logic. We have tried creating it as a parameter with getcelldata but the cubeview does not render and timesout.  

Hi, I have a requirement where I need to compare a member in list of members (listOfmem) and see if the member exists in list. How to best handle this as it seems like I can't use "Contains" function?  Dim listOfmem As list(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, U2DimPk, U2DimMem, True)   Thank you in advance, Mikki

Does anyone have experience leveraging GitHub or any other code version control tool to manage Business Rules with OneStream? Assuming we have a remote Git repository on GitHub that keep track of all of our business rules. How do we push the code from remote repository to OneStream? Or in other words how do we run git command to push/pull. In this context, we want to assume there is file system on cloud store all the business rules in file format.  If there is no file system on OneStream, how are the Business Rules managed on cloud? Any pointers will be appreciated. We found a way to update the Business Rule table: xml_data in Application Database. But we are seeking for better options.    

I feel like an idiot asking this question but I can't find anything on google. Where do all of the 'Helper' classes come from? TimeDimHelper, StringHelper, ApplicationZipFileHelper, ScenarioDimHelper  Are these all OneStream specific? Is there any documentation or good posts about their use? Thanks, Scott  

Hello,Would you know how I can access all Business Rule functions/ syntax etc in a file or where they are stored in OneStream? Basically, I want to have a list of all functions/ syntax.Thanks,Sid

I am trying to copy the data from the Adjustment data. api.Data.Calculate("F#EndBalJE:O#AdjInput = RemoveZeros(F#EndBal:O#AdjInput:T#PovPrior1)","A#BS.Base")As per My rule the data will be copied for C#members that does not require parent to be specified.Example : C#Local and C#Share Is there any way I can copy the data at C#OwnerPostAdj Data As well using api.data.CalculateWhat changes I need to make in above code . ?Regards,Nik

Hello,  I need to extract all the UD1 Default values and am stuck on statements 3 and 4 in the example below.   Example using cost center 1100: Dim strUD1Member As String = "1100" 1-Dim UD1Member As Member = BRApi.Finance.Members.GetMember(si, dimtypeId.UD1, strUD1Member)2-Dim UD1MemberInfo As MemberInfo = BRApi.Finance.Members.GetMemberInfo(si, DimTypeid.UD1, UD1Member.Name, True) 3-Dim UD1Properties As UDVMProperties = UD1MemberInfo.GetUDProperties()  ? 4- ? I appreciate any help you can give me. Thanks!    

My client has member property Text1 in UD1 as a second description or alias, he wants to display Text1 instead of name or description. I tried with CV Function "u1#top.descendants.where(Text1 <> '')", but It is not working because keep appearing name or description. Any recommendation with function CV or XFBR please? Thanks.

I have a forecast scenario S#AugFcst_7_5 with the following properties:WF Time = 2023M7WF start time = 2023M1WF end time = 2024M12# no input periods = 7I have a Finance business rule function that is being initiated using a dashboard button in the workflow.  The dashboard button calls DM Sequence/step where data units are defined as WFScenario and T#root.WFTimePeriods, business rule = FPA, function name = ttmaverageIn the function (ttmaverage) I am limiting the calculation to only the base periods of 2024 and I want it to calculate V#Periodic by looking at S#Actual, V#Trailing12MonthAvg, T#2023M6I receive the following error when executing it:I believe the error is because I want it to calculate off S#Actual, T#2023M6, V#Trailing12MonthAvg and that includes time periods that fall outside the range of my WF scenario AugFcst_7_5.I tested this by changing the formula to look at S#Actual, T#2023M6, V#Trailing6MonthAvg and the calculation works but obviously does not give me what I nee

Hello, I am wondering if anyone would be will to help me with a business rule for our people planning.  I am not sure how to read these, but I am trying to determine where in the rule it's telling which periods to calculate.  For some reason it's not calculating all the periods. If anyone could help, please send me a message and let me know if you could point me in the right direction.     

Hi - I am trying to execute the below code but it is not taking the prior month actual data. Could you please let me know what am doing wrong? It is copying only the current month.    Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#YTD:F#EndBalInput:S#Actual:T#2026M11,[A#[BalanceSheet].Base],[U1#[Total_CostCenter].Base])") srcdataBuffer.LogDataBuffer(api, "Results",10) Dim Acct As String = String.Empty Dim UD1 As String = String.Empty Dim UD2 As String = String.Empty Dim UD3 As String = String.Empty Dim UD4 As String = String.Empty Dim UD5 As String = String.Empty Dim UD6 As String = String.Empty Dim UD7 As String = String.Empty Dim UD8 As String = String.Empty Dim f As String = String.Empty Dim Inc As String = String.Empty Dim Org As String = String.Empty Dim ResultDb As New DataBuffer For Each Cell As DataBufferCell In SrcDataBuffer.DataBuf

Hi All,   I need some assistance in printing the to dimensionally get the parent name of the Child member. Code populating the base member into the table is completed without any error. Can someone please help.   Thanks   

Hey, I am working on rule to allocate cost to product. It worked when one side of buffer is unbalanced but I do have both. Here is the example. Not sure how can we do? My rate are by Product and NO COP while Cost is by Country of production, by account, by function. I want to store cost where we Cost are and allocate to product.    

Hi, is there an BrApi command that returns the Application Currencies, ideally as a list of strings? I would like to use the output, i.e. the list of currencies, in an Extender business rule, where I need to loop through them. Thank you  

We are using an Extensibility Rule to import data from a database using a Stored Procedure (SP) within a do...while loop that modifies the SP parameters. The current implementation works as expected, but our customer has requested us to modify the Business Rule so it executes the SP with all the loop combinations, even if an error occurs during a single SP execution. I attempted to implement this using nested Try...Catch blocks, so the error in the inner block does not get to the outer one. Unfortunately, it did not resolve the issue with this code structure: Try (previous code, including do) Try BRApi.Database.ExecuteSql(...) Catch ex As Exception log.AppendLine(...) End Try (more code, including while) Catch (general error handling) End Try The BR still terminates when an SP error occurs: am I missing something? is there a way to prevent the BR to stop when an error occurs? Regards,

I have an Assembly which is compiling without errors. The Assembly type is DashboardStringFunction. I called the assembly from DM step in the Time Filter: XFBR(Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[|!Allocation_MonthsToCopy!|]) When I execute the step, I am getting below error: Error processing Data Management Step 'Allocations_AllAccountBkt_Step'. Invalid parameter. Time Filter, #ERROR: XFBR[Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[2023]]. I am calling the function as per the reference material: XFBR(Workspace.WorkspaceName.AssemblyName.FileName, FunctionName) Appreciate your inputs

So this seems like it should be easy, and still may be, but it has me stumpt.  If I know the name of a cube, say "Houston" from Golftream, how can I determine within a business rule what Attribute and Value dimensions that cube has active for its various scenario types?  So in this example, for the Actual sceanrio type, Houston only has Attribute1 active with an alias of "InvoiceNo".  I can not figure out where to find this information.  I looked at both the Cube and CubeInfo classes but nothing jumps out at me.  It seems like CubeInfo has everything else but this information so maybe it is there but just not sure what property is is buried in.  Has anyone had to get this information for a business rule before?