Recent Discussions
Member formula to allocate bal sheet by UD
Hi experts, hoping someone can guide me. Our P&L is recorded by Line of Business (UD2), however our balance sheet is recorded to UD2 None. FPA has a requirement that they currently handle manually to "allocate" the balance sheet to the lines of business based on the percent of revenue. Our partner initially achieved getting closer by using a dynamic formula on UD8. This does not ultimately provide the accurate results at the consolidated level (due to nature of dynamic formula). We believe we need to change this to a formula pass but it is proving to be challenging. We are open to suggestions, using UD7 (tracking) or UD6 (reporting). I am also open to creating a mini alt acct hierarchy since it really only needs to apply for a handful of summary level accounts. (Coding examples would be so very appreciated!) Thank you!
BR Rule - BR api Error log
Hello All, OS experts - Greetings ! I am trying to complete the following code to extract the year and month from a given date. To help with validation and debugging, I've enabled BRAPI.ErrorLog.LogMessage to display the variable outputs in the error log. However, for some reason, it is not displaying any values in the error log. I would greatly appreciate any insights into what might be wrong with the code. Here is the code I am working with: Dim vDate As String = args.NameValuePairs.XFGetValue("Date") ' e.g., "01/01/2025" (MM/DD/YYYY format) ' Log the retrieved Date for debugging BRAPI.ErrorLog.LogMessage(si, "vDate: " & vDate) ' Ensure vDate is not null or empty before proceeding If Not String.IsNullOrEmpty(vDate) Then ' Extract the year (last 4 characters) from vDate and convert to an integer Dim vYear As Integer = CInt(vDate.Substring(6, 4)) BRAPI.ErrorLog.LogMessage(si, "vYear: " & vYear) ' Extract the month (first 2 characters) from vDate and convert to an integer Dim vMonth As Integer = CInt(vDate.Substring(0, 2)) BRAPI.ErrorLog.LogMessage(si, "vMonth: " & vMonth) Else BRAPI.ErrorLog.LogMessage(si, "vDate is null or empty!") End If Thank you in advance.
Passing parameters from a user defined workspace to a DM process and Business Rule
When creating a dashboard in the default workspace you are able to pass dashboard parameter values to the data management sequence through the parameter section of the execution script: You can also use an Input Value parameter and create an extender process to populate the Input Value and then retrieve that value for a DM sequence or BR. However, when using user defined workspaces, I have only been able to successfully pass parameter values from a dashboard using a literal value (process on combo box executes a rule to populate a literal value with the most recent user selection, literal value is read by DM and BR processes). The issue with this literal value process is that the value is left at the value from the last execution of combo box selection so it requires the user to change the value to some other value, then reset the value to ensure the literal value has a valid stored value. Additionally, this process if being used by multiple users, may cause confusion if two users are changing combo boxes thus resetting literal values without knowing that the other users is changing the value. Is there no other way to reference user defined workspace parameter values like in the argument selections in the Server Task settings? I have seen some instances where the workspace ID can be referenced, however I don't see an examples of using some type of similar format for parameters (e.g. WorkspaceID.|!SomeParameter!|).
executing and reporting on the status of Process Cube via a business rule
For starters, we're on 8.2.1. In reviewing some automation rules that were written by my predecessors, I've been trying to move away from the Harvest folder batch processing. ...mostly, because I don't want to deal with cleaning up the clutter it leaves in the filesystem. In most cases, it's trivial to switch to BRApi.Import.Process functions and I've done this successfully but I find that running the Process Cube from a BR acts a bit weird. BRApi.DataQuality.Process.StartProcessCube and BRApi.DataQuality.Process.ExecuteProcessCube both start the process just fine and the process does exactly what it should. However, both methods only start the process and immediately move on to the next instruction. I can't seem to evaluate them for failure, duration, or anything else as they both instantly and always return that they finished successfully. Question 1: Both functions seems to behave identically and incorrectly (or at least unintuitively and undesirably for me in this case.) Other than the datatype of the object they return, is there actually a difference? Does it make sense to use one over the other or is it just a matter of which one has properties that are most useful in the context of the given rule? Edit. Question 1a: Is there a third way to execute the process that I'm missing? Maybe I shouldn't be using either of these! I tried using a sleep/timer with a loop to repeatedly evaluate process.IsRunning but it seems to evaluate to False instantly. process.Status instantly evaluates to "Completed." Duration and Endtime likewise are static, set almost-instantaneously, and appear to be of no use whatsoever. Question 2: What is the correct way to monitor a process like this? Specifically, I'd like to notify on failure and maybe evaluate the duration in case I want to alert someone that the processing times have gone from 30 seconds to an hour (or something, I'll figure out a way to handle that threshold.) I imagine there must be some way of polling the status. I could conceive of doing this "manually" by querying the TaskActivity table but it seems there must be a better way. I tried using BRApi.TaskActivity.GetTaskActivityItem(si, process.UniqueID) inside of a loop to see if querying it multiple times would help and it still behaves the same way. I know there are new event handlers but those are separate rules and I don't really think they apply in this case as I only want to report on this particular process in the specific context of my lights-out automation.performance issue.
Hello OneStream Community, I am working with a Cube View where I need to display the Income Statement data for the end of every year (December). The data should show up as the beginning balance for the January month in the subsequent year. To achieve this, I used a Row Override1 member filter with the formula T#povprioryearm12. The Cube View includes four dimensions: Entity, Division, Cost Center, and Accounts. However, I am experiencing slow loading times when the view is being accessed. it is not exporting to Excel to validate. I would like to know if there are any best practices or strategies for improving the performance of the Cube View in this scenario. Are there specific optimizations I should consider for the member filter, the dimensions, or the Cube View configuration to reduce loading times? Any advice or recommendations would be greatly appreciated! Thank you in advance!
Retrieve Annotation Data and send to XFBR
Hi All, Let's say we have a table: Fruits (Annotation) Updated Fruit Value (annotation) Price of Fruit (input numerical value) apple banana $1.99 banana kiwi $2.99 strawberry melon $3.99 Let's say the fruits column is a UD dimension member and the Updated Fruit value contains a combo box in the cell where a user can update whatever value that shows in column 1. Meaning if in column 2 it says banana then the selection in that column overrides the apple (by override I mean that the price in the last column will map the numerical value to banana instead of apple for that intersection). Is there a way to retrieve annotation values on the backend and send to an XFBR (Ideally sending to an XFBR so I can assign that member to my pov for my Price of Fruit column)?Help with GetUsersInWorkflowGroup function
I'm trying to lookup the users in a workflow execution group so I can e-mail them when the harvest batch process runs successfully. Below is the code I'm using to try and lookup the users within a workflow execution group. The problem is I don't know what to put in the "WorkflowGroupType" as Integer argument. I know that any number between 0 and 1249 will allow the function to run, but putting 1250 will error the function. I created a loop just to see if I could get any of the valid values to return something and didn't have any luck. Has anyone been able to successfully do this? Thanks!
Member Filter Functions in Finance BR
Is it possible to use Member Expansion functions like U1#[Top].Base.Where , U1#[Top].Base.Options within api.Data.GetDataBufferUsingFormula? I want to get data to the buffer from a Scenario / Scenario Type which is setup with a Summary UD1 dimension in the Cube Configuration.The data is loaded to this Scenario at Summary UD1 members. In the Spreadsheet I am able to pull the data using below member filter function. U1#[XX].Base.Options(cube = AA , ScenarioType = Operational) However when I apply the same function in the api.Data.GetDataBufferUsingFormula , I am getting errors stating need a comma after Options. If this function cannot be used within Finance BR is there another way to get the data from base members of Summary UD1 dimension? Dimension Summary UD1 Detail UD1 Members Summary UD1 Top CC001 Detail UD1 Top CC001 CC0011Data Quality Event Handler Rule
Hello, I recently had help modifying a rule so it would only run once for a multi year scenario, now I am having an issue trying to run the rule on other scenarios. How would I tell this rule to ignore the time condition for the budget scenario. The data management job set up on the workflow profile won't currently run due to line of code added: ' NEW CHECK TO ONLY RUN ON THE START YEAR OF WF RANGE TIME. If I remove it, then the calculation doesn't work for my forecast scenario properly. I basically somehow need to tell it to ignore that line for the budget scenario. Below is the full code. Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try 'Define a switch to control event processing, since many of these are reference examples we do not want them to run all the time Dim processEvents As Boolean = False 'Set the default return values Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False 'Evaluate the operation type in order to determine which subroutine to process Select Case args.OperationName Case Is = BREventOperationType.DataQuality.ProcessCube.NoCalculate 'Execute a Data Management job after process cube runs Me.XFR_HandleProcessCubeNoCalculate(si, globals, api, args) 'Case Is = BREventOperationType.DataQuality.Certify.FinalizeSetCertifyState 'Send an email after a workflow profile executes its certification 'Me.XFR_HandleFinalizeSetCertifyState(si, globals, api, args) End Select Return returnValue Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function #Region "ProcessCube.NoCalculate Helpers" Private Sub XFR_HandleProcessCubeNoCalculate(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) '------------------------------------------------------------------------------------------------------------ 'Reference Code: XFR_HandleProcessCubeNoCalculate ' 'Description: Run a DataMgmt Sequence after the workflow process cube task is run. ' Note: the DataMgmt sequence name is assigned to a Workflow Profile CalcDef filter field ' so this event does not have to be modified, the user can simply edit the CalcDef grid ' for a workflow profile and this business rule will execucte the specified sequence. ' 'Usage: Used to supplement the standard "ProcessCube" functionality associated with a ' workflow profile by allowing a DataManagement sequence to be executed for the workflow profile ' as well. ' 'Created By: Tom Shea 'Date Created: 1-30-2013 '------------------------------------------------------------------------------------------------------------ Try 'Get the DataUnitInfo from the Event arguaments so that we can get the name of the DataManagement sequence to process. Dim calcInfo As DataUnitInfo = DirectCast(args.Inputs(2), DataUnitInfo) If Not calcInfo Is Nothing Then 'Make sure that a Sequence name as assigned to the filter value of the Calc Definition of the executing Workflow Profile If calcInfo.FilterValue <> String.Empty Then ' NEW CHECK TO ONLY RUN ON THE START YEAR OF WF RANGE TIME If timedimhelper.GetYearFromId(calcInfo.DataUnitIds.TimeId).Equals(timedimhelper.GetYearFromId(brapi.Finance.Scenario.GetWorkflowStartTime(si,calcInfo.DataUnitIds.ScenarioId))) 'Now, execute the DataMgmt Sequence that was specified in the FilterValue (In a background thread) BRApi.Utilities.ExecuteDataMgmtSequence(si, calcInfo.FilterValue, Nothing) End If End If End If Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub #End Region End Class End Namespace Any help would be greatly appreciated. Thank you!
