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Select Currency Property for Entity Member
While building the hierarchy using codes, In the Entity Dimension hierarchy "EntityH1", I have a base member as "MyBase". Below code is successfully creating a new child member as "T2" under Parent "MyBase". I am able to set the Text1 property. Can please some one help to suggest how to set Currency property to select a particular currency (Let's take "SGD") 'Set the Dimension Type as Entity Dim objMemberPk As New MemberPk(DimType.Entity.Id, DimConstants.Unknown) 'Update Dim Name accordingly Dim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "EntityH1") 'Create New Member Dim objMember As New Member(objMemberPk, "T2", "T2 Entities", objDim.DimPk.DimId) 'Create VaryingMemberProperties object Dim objProperties As New VaryingMemberProperties(objMemberPk.DimTypeId, objMemberPk.MemberId, DimConstants.Unknown) 'Create new member info object for new member Dim objMemberInfo As New MemberInfo(objMember, objProperties, Nothing, objDim, DimConstants.Unknown) 'Modify some member properties. Entity dimension, in this example. Dim entityProperties As EntityVMProperties = objMemberInfo.GetEntityProperties() entityProperties.Text1.SetStoredValue(ScenarioType.Unknown.Id, DimConstants.Unknown, "Test Entity Text1") 'Save the member and its properties. Dim isNew As TriStateBool = TriStateBool.TrueValue BRApi.Finance.MemberAdmin.SaveMemberInfo(si, objMemberInfo, True, True, False, isNew) objMember = BRApi.Finance.Members.ReadMemberNoCache(si, objMemberPk.DimTypeId, "T2") 'Create Parent Child Relationship Dim rowParentID As String = BRApi.Finance.Members.GetMemberId(si, objMemberPk.DimTypeId, "MyBase") Dim relToCreatePk As New RelationshipPk(objMemberPk.DimTypeId, rowParentID, objMember.MemberId) Dim relToCreate As New Relationship(relToCreatePk, objMember.DimId, RelationshipMovementType.InsertAsLastSibling, 1) Dim relToCreateInfo As New RelationshipInfo(relToCreate, Nothing) Dim relPostionOpt As New RelationshipPositionOptions(RelationshipMovementType.InsertAsLastSibling, 1) brapi.Finance.MemberAdmin.SaveRelationshipInfo(si, relToCreateInfo, relPostionOpt)
LIM: Example of Month, Day, or Year Logic in the Register, Spreadsheet, File and Connector
DISCLAIMER: It should be noted that the focus of this technical guide is to provide general information, considerations, and guidelines for an identified topic. It is NOT to be interpreted as the ONLY approach nor a guarantee that there will not be any issues encountered by using this approach as a customer’s requirements or application configuration may render this guidance as not applicable.In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this article, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. OneStream does not warrant as to the accuracy of this guidance, which is provided on an as-is basis. Any forward-looking statements contained herein are based on information available at the time those statements are made and/or good faith beliefs and assumptions as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Considering these risks and uncertainties, the forward-looking events and circumstances discussed in this guide may not occur and actual results could differ materially from those anticipated or implied in the forward-looking statements. VERSION: PV900 SV120 PLATFORM: 9.2.0 USE CASE: for whatever reason, you determine that the out-of-box formulas are not sufficient for your calculations and you need to split the date string into the month, day and year components. This assumes that you have created additional Register Fields to capture the relevant components. PURPOSE: to provide you with an example that you can leverage as part of your build, whether you decide to incorporate this to all existing input options (Register, Spreadsheet, Import File, Connector) or some of them. ASSUMPTIONS: the relevant Register Fields have already been created. In my example, I have HirePeriod, HireYear, TermPeriod and TermYear as separate Register Fields. This section covers the following files/business rules with examples of the logic: A) WsComponentService: ImportRegisterData B) WorkforcePlanningImportRegisterConnector# dashboard extender business rule (to handle connector) C) WsDynamicGridService D) WsTableViewService A) WsComponentService: ImportRegisterData (to handle importing files) TIP: the FunctionName will match with what is referenced in the component. To find the FunctionName, put your LIM-related workspace in the Design Mode (Set Selected Dashboard As Default). Then you can click through and find the relevant component. Below, I am looking for the button associated with the Import button (I clicked on Import & Modify > Add Data > Import to get here) Then going to this specific component, the function name is the ImportRegisterData. Example logic to handle populating the periods and years for WsComponentService: NOTE: if you plan to use StringBuilder() instead of declaring the variable as a string, you will need to import System.Text into the file. StringBuilder() is a method group so it will also have to be referenced as sql.ToString() as part of the BRApi.Database.ExecuteSql line. Example of what I mean by “import” below. B) WorkforcePlanningImportRegisterConnector#*: ImportRegisterData (to handle connector) *Business rule name may be different depending on the LIM selection and number of workspaces created. Before: this is before any customization. This is what your ImportRegisterData should start out as. After: example of how it could be re-arranged to handle customization. IMPORTANT NOTE: the above assumes this is the only customization needed to the Import Connector. If you have more customizations, then you will need to assess how many of these customizations rely on fetching the register rows. You want to consider fetching these register rows once and reuse it instead of having each method (which corresponds to a different customization) call it; this is to optimize performance and processing. Example below of what this ImportRegisterData could look like if you have multiple customizations that rely on fetching register rows. Anyways, back to assuming that populatePeriods is the ONLY customization needed for the connector…The below is an example to handle populating the periods and years for WorkforcePlanningImportRegisterConnector#*: NOTE: similar to what I already mentioned above for WsComponentService, if you plan to use StringBuilder() instead of declaring the variable as a string in your WorkforcePlanningImportRegisterConnector#* rule, you will need to import System.Text into the business rule. StringBuilder() is a method group so it will also have to be referenced as sql.ToString() as part of the BRApi.Database.ExecuteSql line. Example of what I mean by “import” below. C) WsDynamicGridService: Register Below is an example of how I arranged my logic within my BeforeEvent. The below is an example of the logic associated with populatePeriods. D) WsTableViewService: Spreadsheet Below is an example of how I arranged my logic within my BeforeEvent. The below is an example of the logic associated with populatePeriods.
Reset Scenario Error: Error processing data. The item was not found. Entity, Parent, -1.
Hi, I have encountered an error when running reset scenario that says "Error processing data. The item was not found. Entity, Parent, -1." I understand that the possible cause of this issue is that there might be orphaned entity members. However, in the application I am working on there are no orphaned members. Could there be any other possible cause that I could look into? There is not much detail in the logs that I can find. Any suggestion/recommendation is appreciated :) Thanks!
Genesis Upgrade
Hi all, I’m currently upgrading instances of Genesis-created workspaces and ran into an issue. The workspace named "Genesis" was upgraded successfully. However, the ones with different names are failing and returning the error below. For example, one of the affected workspaces is named "Landing Page." I’m not sure if the naming is related to the issue, but it’s the main difference I’ve noticed so far. Has anyone encountered something similar or knows how to resolve this? I’d really appreciate any guidance.
Best Practice for Managing Outdated Members in Transformation Rules?
We have recently received feedback from several entities regarding outdated account members that still exist within our Transformation Rules. Before making any changes, I wanted to gather input on best practices for handling these scenarios. Specifically, I’m unsure whether it is appropriate to remove or delete these members, or if they should be retained and continue to be mapped for historical reporting purposes. If anyone has guidance or experience with managing outdated members in Transformation Rules, your insight would be greatly appreciated.
Annotation Matrix load
Hi, we would like to know if it is possible to load multiple columns of amounts and annotations as a matrix load ( we have 3 date columns and 3 columns for amounts and it would be an account matrix as each column would go to a different account). We are able to load a matrix load where one column is an annotation and there are multiple amount columns, but when there are multiple annotation and amount columns, we have not been successful. See screenshot. The date columns would be loaded as annotations, the Begbal, Pmt, Interest columns to amount. Each column would be going to a different account. Please advise, thank youCourse Announcement: Organizing C# Code
1 MIN READ Course Description: This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module introduces methods for organizing code, including comments, regions, and OneStream Function Names. It also reviews common code formatting conventions, such as indentation, braces, and naming conventions. Recognizing how to organize code sections is important for readability, maintenance, and understanding which sections of code run. Delivery Types: On-Demand (OD) Duration: 30 minutes Availability: Customers, Partners, and Employees Course Link: Organizing C# Code
Include Site Certificate when using HTTPClient
I'm trying to write a BR that returns data using HTTPClient. I've tested out the api.open-meteo.com example and can successfully pull data from this site. The site that I am trying to query requires a site certificate for authentication and I'm not sure how to tell my BR to use the site certificate that is already installed on the SIC server. On the SIC server, I can manually run the query to the source site via a web browser which prompts me to select the appropriate certificate. Has anyone been able to include a site certificate to a HTTPClient request? Thanks, Cosimo
Missing underscore in member names displayed via combo box
Hello! We have a missing underscore in a combo box and I'm not exactly sure why... Here's what shows: Here's how entities are set up: Anyone see this before? Seems related to this one which says it's resolved in 7.1.3 but I'm not seeing that: Underscore in member name not displaying in multiselect listbox | OneStream Community
