Recent Discussions
Issue Loading multiple CSV files into custom table using LoadCustomTableUsingDelimitedFile
Hello Fellow OneStream team - I have multiple csv file in a file share folder, using BRApi.Utilities.LoadCustomTableUsingDelimitedFile to do the job, but it's loading only single csv file into the custom table. Below is extender BR , not sure what am I missing in the For loop, guidance is appreciated. Namespace OneStream.BusinessRule.Extender.Load_Table_Data Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try Select Case args.FunctionType Case Is = ExtenderFunctionType.Unknown 'Select Load options Dim loadMethod As String = "Replace" '<-- Select file load method (Replace, Merge) Dim dbLocation As String = "App" '<-- Specify db type Dim tableName As String = "XFC_OStoSF_BudgetData" '<-- Specify table name to load Dim blnSkipHeader As Boolean = True '<-- Specify if the first row should be skipped (True/False) Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Note: file path must be accessible from all application servers Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si,True, configsettings.fileShareRootFolder,si.AppToken.AppName) & "\20251014" ' Dim filesToLoad As String = "*_CubeData.csv" Dim fileList = System.IO.Directory.GetFiles(xfolderPath, filesToLoad) ' 'Get list of files to copy For Each file As String In fileList 'Get the file name Dim fileName As String = file.Substring(xfolderPath.Length + 1) BRApi.ErrorLog.LogMessage(si, "FileName:" & fileName) ' Dim fileList = System.IO.Directory.GetFiles() For Each fName As String In fileName 'Define columns that are in the table (this must match the fields in the deminted file) 'Update the fields with the column names/types to match the table being loaded Dim fieldTokens As New List(Of String) fieldTokens.Add("xfText#:[Cube]") fieldTokens.Add("xfText#:[Entity]::NewGuid") fieldTokens.Add("xfText#:[Parent]") fieldTokens.Add("xfText#:[Cons]") fieldTokens.Add("xfText#:[Scenario]") fieldTokens.Add("xfText#:[Time]") fieldTokens.Add("xfText#:[View]") fieldTokens.Add("xfText#:[Account]") fieldTokens.Add("xfText#:[Flow]") fieldTokens.Add("xfText#:[Origin]") fieldTokens.Add("xfText#:[IC]") fieldTokens.Add("xfText#:[UD1]") fieldTokens.Add("xfText#:[UD2]") fieldTokens.Add("xfText#:[UD3]") fieldTokens.Add("xfText#:[UD4]") fieldTokens.Add("xfText#:[UD5]") fieldTokens.Add("xfText#:[UD6]") fieldTokens.Add("xfText#:[UD7]") fieldTokens.Add("xfText#:[UD8]") fieldTokens.Add("xfDec#:[Amount]") fieldTokens.Add("xfText#:[HasData]") fieldTokens.Add("xfText#:[Annotation]") fieldTokens.Add("xfText#:[Assumptions]") fieldTokens.Add("xfText#:[AuditComment]") fieldTokens.Add("xfText#:[Footnote]") fieldTokens.Add("xfText#:[VarianceExplanation]") 'Execute file load ' BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, SourceDataOriginTypes.FromFileShare, filePath & fileName, Nothing, ",", dbLocation, tableName, loadMethod, fieldTokens, blnSkipHeader) BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, SourceDataOriginTypes.FromFileShare, xfolderPath & "\" & fileName , Nothing, ",", dbLocation, tableName, loadMethod, fieldTokens, blnSkipHeader) Next Next End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function End Class End Namespace
Monthly vs Quarterly allocation of accounts
Hello, We are trying to automate a simple allocation of specific corporate expense accounts. The accounts allocate to different business based on their contribution to total GP. I currently have two calculations: Account Dynamic Calc - BU GP / Total GP, giving the business GP% UD8 Dynamic Calc - GP% * Corporate Expense Account, giving the expense to be allocated to each BU I run into an issue when data is pulled as either QTD or YTD. As an example, if someone is to pull the data at 2025M3/QTD, it will calculate calculate a separate GP% for the QTD information and complete the calculation. This creates a discrepancy when looking at data monthly vs. quarterly. Instead, I would need it to add together months 1-3 for consistency. (See below table for reference) Is there a way to make a dynamic calculation calculate only at the monthly level and instead aggregate months for other view selections (QTD/YTD)? What is happening What I need Calculation QTD GP * QTD GP% M1 + M2 + M3 MTD M1 M2 M3 Q1 / M3 QTD Q1 / M3 QTD Business GP 100,000 400,000 200,000 700,000 700,000 Total GP 500,000 1,000,000 900,000 2,400,000 4,300,000 GP % 20.0% 40.0% 22.2% 29.2% Corporate Expense 10,000 50,000 20,000 80,000 Allocation 2,000 20,000 4,444 23,333 (29.2% * 80,000) 26,444 (M1 + M2 + M3)While consolidating on Top level getting error in Stored Calc
HI Team, We have created a stored calc and it is working fine at Base and parent entity level, but when we are running at Top entity level and my Time is 2028, at this i am getting below error. could not able to figure it. Can you please help us resolve the issue.
UD8 Dynamic rule to hide derived values. Does anyone have an example of this UD8 calc?
•You can set a text color on the Cubeview (i.e black) so all values show in a single colour, which would override the default grey/black. •You can also use a UD8 dynamic rule to hide derived values in future periods, if necessary.Databuffer not working in an WS Assembly rule but is working in a Business Rule
Hi, I ran into an issue that a data buffer rule does not work in a workspace assembly but does work in the Business Rules area. The data buffer rule is the one found in this forum topic and is relatively simple. See link. Question: Is there an option to clear non-calculated data in a “bulk” (as known from hs.clear) other than looping through the data buffer and use “SetDataCell” (which has a higher performance impact)? The “ClearCalculatedData“ is not impacting input/imported data – right? | OneStream Community I have this rule in an existing custom calculate rule in the assembly and the rule fails to get the source data buffer. I take this same rule and include it in a new Business Rule and it runs fine. Rules that work in the business rules should work in assemblies also.Retrieve the culture in a BR and display the name & description of this culture
Hello everyone, We currently have a business rule that allows us to display a certain number of accounts for our cash flow cube view. The problem is that when returning account.Member.NameAndDescription, it does not take into account the user's culture. resultString.Append("A#" & account.Member.Name & ":Name(" & space & account.Member.NameAndDescription & "):F#None,") So I think I need to retrieve the culture of the user displaying the cube view in my BR in order to return the correct name and description. However, I don't know how to retrieve the user's culture, nor what parameter to return instead of account.Member.NameAndDescription to get the one in US English, as the default is in French. Do you have any ideas?
