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Alternate Entity hierarchies unbalanced
hello Team, good day; we have 4 alternate hierarchies for Entity dimension, the Application is for Consolidation, BS & IC, having the Balance sheet accounts balancing the amounts, the main hierarcy is balanced (means 0 asset, liability & equity), for all the rest aer unbalanced and the reazon could be the elimination accounts because these are not summing properly to 1st and 2nd level, (main parent and ancestor). the consolidation rule is custom and runing, maybe the conso properties are bad. Does anyone knows how to solve the unbalancing for all the Entity hierarchies? thakns in advance and Kind Regards
Feb Actuals divided in half to import to Jan
There was no Jan close, so we want to divide Feb actuals by 2 to get a Jan actuals load. The loads are SQL from HFM and Database Whse, so it isn't done with a flat file csv. When I looked at the Feb Import that are 1214 lines. How can we take that Feb import, divide by 2, and import in Jan Actuals? First thought was to create a QuickView then upload back into OneStream. Also looked at a copy Business Rule but calculations are needed for the data. Any ideas/thoughts?How can I use a Business Rule to sort a Member List in alphabetical order?
Namespace OneStream.BusinessRule.Finance.XFR_MemberListAlphabetical Public Class MainClass '--------------------------------------------------------------------------------------------------- 'Reference Code: XFR_MemberListAlphabetical ' 'Description: Use a business rule to sort a member list in Alphabetical order ' 'Usage: This will put a member list of a dimension in Alphabetical order. ' Use the following on the cube view: ' E#Member.[Name of Business Rule, Name of List in Business Rule] ' e.g. E#Root.[XFR_MemberListAlphabetical, EntityAlphabetical] ' 'Created By: Robert Powers (put in XF Ref by John Von Allmen) ' 'Date Created: 5-24-2013 '--------------------------------------------------------------------------------------------------- Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, _ ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try 'This will put a member list of a dimension in Alphabetical order. 'Use the following on the cube view: ' E#Member.[Name of Business Rule, Name of List in Business Rule] ' e.g. E#Root.[XFR_MemberListAlphabetical, EntityAlphabetical] Dim Memberlistname As String = "Ent_Sort" Dim MemberListstart As String = "E#[Total GolfStream].base" Select Case api.FunctionType Case Is = FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName = Memberlistname Then Dim objMemberListHeader = New MemberListHeader( _ args.MemberListArgs.MemberListName) 'Read the members Dim objMemberInfos As List(Of MemberInfo) = api.Members.GetMembersUsingFilter( _ args.MemberListArgs.DimPk, MemberListstart, Nothing) 'Sort the members Dim objMembers As List(Of Member) = Nothing If Not objMemberInfos Is Nothing Then objMembers = (From memberInfo In objMemberInfos _ Order By memberInfo.Member.Name Ascending _ Select memberInfo.Member).ToList() End If 'Return Return New MemberList(objMemberListHeader, objMembers) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function End Class End Namespace
Referencing Image files in different workspaces
Hi, I am trying to reference a file location using an xfbr string in a image component. When the image component is configured like this: File Source Type - Workspace File Url or Full File Name - <FileName.png> This works to reference the other workspace. However when I use an XFBR String Service to return the exact same <FileName.png> it does nothing. I have also tried <Workspace.FileName.png> & <Workspace.MaintenanceUnit.FileName.png> without luck. The idea is to conditionally return different image files.Tech Talks: C# and VB.Net. - a Side-by-Side Comparison registration now open!
1 MIN READ Registration is now open for the March live edition of Tech Talks. Tom Linton and Matt Kerslake welcome back Sam Eburn with Marcio Pataca to explore rule writing and, in particular, the sibling rivalry between C# and VB.Net! Tech Talks: Playing with (and by) the Rules - C# and VB.Net. - a Side-by-Side Comparison
The Consolidate button is always greyed out in my excel quick view
Hello OneStream experts: Thank all of you for the dedicate helps. I build onestream quick view using excel. It seems all the functions in my quick view is working except the consolidate button is always greyed out not matter how I change my POV. I would like to use my quick view to consolidate data to the parent entities. But I can only do calculate and Translate, not Consolidate with quick view in Excel. I would really appreciate that someone may tell me how to do consolidate with my excel quick view. Thank you in advance.
Managing Group Company Exits in the User Workflow View
Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not set to an instance of an object.” If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("IsFormValidForEntity") Then '-- Usage: T#Root.CustomMemberList(BRName=JR_MemberList, MemberListName=IsFormValidForEntity, CVName=[RLS010 Local - Compte de résultat]) 'T#|WFTime| Dim WfGUID As guid = si.WorkflowClusterPk.ProfileKey 'obtient la clé de profil du workflow actuel de l'utilisateur Dim EntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, WfGUID) Dim entityId As Integer For Each eInfo As WorkflowProfileEntityInfo In EntityList api.LogMessage("Workflow Entity:" & eInfo.EntityName) entityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, eInfo.EntityName) api.LogMessage("entityId :" & entityId) Next Dim entityText6 As String = api.entity.Text(entityId,6).ToString '<-- Error Object reference not set to an instance of an object. api.LogMessage("entityText6 :" & entityText6) Do you have any advice on the best way to handle an entity’s departure from the group, while retaining or not retaining the ability to access its previous workflows? Sincerely,
