Recent Discussions
Account Reconcillations (RCM) Excluding an Import from Actuals
Hi All, I am currently setting up account reconcillations manager (RCM) and import both YTD GL data and Periodic Flow data in the actual scenario. I want to bring in just the YTD GL data into RCM, but it's bringing in both data sets. How can I exclude the Import Flow Data? I know that I can filter on the workflow profile "Import Flow Data" in the Account Rec inventory and delete them, but I'd rather the flow data just not come into RCM in the first place. Thanks for the help!
GetBaseMembers: How can I perform a getmembers on an entity as if it were in a cube view?
Hi Everyone. I wanted to see if there is a way to obtain the entities that are under another one but with a filter, like the following: E#|!PerformPnL_Entity!|.TreeDescendantsInclusive.Where(Text1 StartsWith M_ and (HasChildren = True)) I want to do this in a BR, but I am not sure exactly how to do it or if it is possible, since GetBaseMembers brings all of them and I would like to filter it first so that there are not too many entities to verify. I would appreciate it if you could help me with this question.Help with Table Views
Hello, I'm attempting to create my first table view using the syntax below. The SQL is a very basic record grab from DataEntryAuditSource (initial POC). Compiles fine and seems to be okay relative to the user guide, but I keep getting an error message when I attempt to run. Does anyone have any thoughts on what I could be doing wrong? Thanks, Sean ----- Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Spreadsheet.UTM_TaskList Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As SpreadsheetArgs) As Object Try Select Case args.FunctionType ' Case Is = SpreadsheetFunctionType.Unknown ' Case Is = SpreadsheetFunctionType.GetCustomSubstVarsInUse Case Is = SpreadsheetFunctionType.GetTableView If args.TableViewName.Equals("SeansFirstTableView") Return GetUTMTaskListExport(si) End If ' Case Is = SpreadsheetFunctionType.SaveTableView End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function #Region "Get Table Views" Private Function GetUTMTaskListExport(ByVal si As SessionInfo) As TableView Try Dim SQL_TaskListExport_L As New Text.StringBuilder SQL_TaskListExport_L.AppendLine(" SELECT DataEntryAuditSource.UserID as ID, DataEntryAuditSource.TimeStamp as TimeStamp, DataEntryAuditSource.UniqueID as RecordID, DataEntryAuditSource.CubeVieworFileName as Format, DataEntryAuditSource.DataEntryType as Type, FROM DataEntryAuditSource ") 'Create and fill the DataTable Dim DT_TaskListExport_L As DataTable = Nothing Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) dt_TaskListExport_L = BRApi.Database.ExecuteSql(dbConnApp, sql_TaskListExport_L.ToString, False) If Not dt_TaskListExport_L Is Nothing Then dt_TaskListExport_L.TableName = "NoData" End Using 'Create and Populate Table View Dim tv_TaskListExport As New TableView() tv_TaskListExport.PopulateFromDataTable(dt_TaskListExport_L, True, True) 'Table View Settings and Formatting tv_TaskListExport.CanModifyData = False tv_TaskListExport.HeaderFormat.BackgroundColor = XFColors.XFDarkBlueBackground tv_TaskListExport.HeaderFormat.TextColor = XFColors.White tv_TaskListExport.HeaderFormat.IsBold = True tv_TaskListExport.Columns.Item(1).ColumnFormat.ColumnWidth = 15 Return tv_TaskListExport Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function 'GetUTMTaskListExport #End Region End Class End Namespace
XFProject specify all artefacts
Does anyone know if it is possible to specify all artefacts in XFProject? eg something like <xfProject topFolderPath="DEV" defaultZipFileName="DEV.Zip"> <projectItems> <projectItem projectItemType="BusinessRule" folderPath="" name="*" includeDescendants="true" /> </projectItems> </xfProject> Thanksdetermining parent by hierarchy
tldr: What's a performant, reliable way to determine a member's parent within a given hierarchy? I have been developing a custom extender rule to automate OneStream metadata updates based on our master metadata source. One of the last remaining tasks to solve is how to correctly execute member moves. As OneStream can have a given member exist multiple times in the same dimension, the only way to execute a move in OneStream is by specifying "move from parent A to parent B." Parent B is quite easy to determine as our metadata source provides this information per-hierarchy and does not allow duplicates but it does not tell us parent A, or even if there was a move at all. This means I have to validate that the specified member 1) is under the same parent that our metadata source says it should be and 2) isn't anywhere else in the hierarchy. However, in OneStream, I know of no way to query the parent(s) of a member but only those within a specific hierarchy. I've never needed to do this in a BR before but I have definitely been stung by this limitation while working with QVs in the past. This makes it feel like a common-enough need that there's probably a way to do it that I'm just unaware of. If not, I'll have to code it myself and I could use some insight into a performant and logically-sound way to do it. So far, the only approach I can imagine is this: BR API GetDescendants to pull all members in a hierarchy. Verify the child exists in the hierarchy. BR API GetParents to pull all parents of the child. Iterate through each parent to see which one(s) exists in the hierarchy. If there's only one and it differs from the one provided by our metadata source, move it. If there are multiple, oh bother. However, I foresee a lot of unpleasant little surprises in developing this. I also worry about performance as there's a Cartesian product of the number of descendants times the number of parents. Even if it's speedy, it still seems like a very indirect route to take for what is conceptually simple. What's the better way to do this?
