Recent Discussions
Call Assembly Business Rule from another Workspace in a Data Management Step
I'm looking to call a business rule that is located in a different workspace within Assemblies but am unsuccessful. The first screenshot below shows my DM step configuration. The business rule I'm trying to call is an out-of-the-box rule within the Financial Close solution. The second screenshot shows the workspace (namespace prefix = OFC), the assembly (RCM) and the business rule (DiscoverRecons). The third screenshot shows the tool tip when you hover over "Business Rules" on the DM step. I've attempted many variations of the yellow highlighted syntax, always returning an invalid business rule error. The fourth screenshot shows the out-of-the-box DM step I'm emulating. I used this to verify the parameters I'm passing in work which they do. I've ensured that both the current workspace and OFC workspaces are sharable and include the shared workspace names. Does anyone know the correct syntax to call this rule into my DM step?
Process Cube automation
We have a business rule that, after loading data, runs a Process Cube. When using this with the batch harvest API, it behaves pretty much as expected in that, after the process is complete, it returns a status and execution time and all that. However, I have grown to dislike the file clutter that results from years and years of harvest file processing and I'm updating the code to use the BRApi.DataQuality.Process functions. Both ExecuteProcessCube and StartProcessCube can be used for this with the main difference being the objects needed to kick them off and the object types they return: Start returns a TaskActivityItem and Execute returns ProcessCubeProcessInfo. Superficially, I could walk away from this effort right now and it would work but I've noticed one really annoying issue: neither returns a real status of the process itself. This appears to be because our Process also runs a Calc. Both Start and Process "succeed" nigh-instantly while the Calc continues to run for five more minutes. I'd rather prefer to wait, monitor the calc, and only send the notification of the full load/calc being complete when it's... actually complete, you know, the way it already works with the harvest automation method. So, am I using these tools incorrectly? Have I missed an obvious feature? The fact that they both seem to have effectively the same behavior actually makes me think one of them should behave differently than the other by stopping, waiting, and observing before returning a status and its failure to do so is a bug. Could I perhaps use one of these returned objects to sniff out the calc and monitor it manually?How to call a workspace assembly service from another workspace assembly service ?
Dear community, One of my use case is to create a function that I would commonly use in any other workspace. I haven't seen a community message about it, and the documentations does not specify how to do so, so here's the use case : I have a Workspace A (name: WorkspaceA), with an assembly named WA_Assembly, and in it are my services & functions that I want to reference and use. I have a Workspace B, where I need to call the functions from Workspace A. SOLUTION : Create a new dependency in Workspace B : Dependency Type : "Workspace Assembly" Shared Workspace Name : WorkspaceA Dependency Name : WA_Assembly Then, in a given Workspace B service, use Imports Workspace.WorkspaceA.WA_Assembly (vb.net) or using Workspace.WorkspaceA.WA_Assembly (C#) for referencing the Shared Public Functions. Then you will be able to use these functions in another workspace ! Just adding this message for future references :)
Get WF Status
Hello, In my BR, I need to incorporate logic that executes code based off the status of a separate WF Channel. E.g. I have 2 workflow channels and the first contains Workspace-->Import-->Validate--Load The second is simply Workspace. This second workspace has a button that kicks off a DM job that executes a BR. In the BR, the code needs to read the status of the first channel, and if it is not completed through process, execute specific code. Any ideas?
Perform a Translate within a Calculate when copying information.
In a calculation, I'm copying data from one scenario to another. I have no issues with the amounts in local currency, but with the USD currency I do, because it retains the same value as the scenario I'm copying to, instead of the value it should actually have. Dim TimeName As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey) Dim entity As String = api.Pov.Entity.Name Dim index As Integer = TimeName.indexOf("M") Dim monthNumber As String = TimeName.Substring(index + 1) '1 'api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,False,False,True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) 'BRapi.ErrorLog.LogMessage(si,"Time: " & api.Pov.Time.Name & " entity: " & entity & " currency:" & api.Pov.Cons.Name) 'If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then If api.Cons.IsLocalCurrencyForEntity() Then 'api.Data.Calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = RemoveZeros(FilterMembers(S#[Forecast " & TimeName & "],[A#Root.Base]))") api.Data.Calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = RemoveZeros(S#[Forecast " & TimeName & "])") api.Data.Translate(sourceDataBufferScript, destDataBufferScript, End If I use this code when consolidating the target scenario, so I'm not sure if I'm missing something in this section, since in theory the translation should happen automatically during consolidation. I appreciate any support you can give me.Help Understanding "relationshipPks As List(Of RelationshipPk)" in Relationship Removal
Hi everyone — I could use a bit of guidance. I'm working on a function to remove a member's relationship, and I'm stuck on how to properly call relationshipPks As List(Of RelationshipPk). I'm not entirely sure what this parameter represents or how to construct the list it expects. What does RelationshipPk refer to in this context? How should I build the List(Of RelationshipPk) to pass into the method? Any examples or explanations would be greatly appreciated. Thanks in advance!Business Rule to Remove Base-Level Entities from a Parent Rollup Based on Keyword Match
Hi everyone, I'm working on a Business Rule in OneStream and could use some guidance. I’m trying to build a rule that targets a user-defined parent rollup within the Entity Dimension. The goal is to automatically remove the relationship between that rollup and any base-level child entities whose name or description contains a specific keyword — in this case, "YS". Here’s what I’m aiming for: The rule should accept a parent rollup name (e.g., Global_excl_YS) It should loop through all children of that rollup If a child is a base member and its name or description includes "YS", the rule should "remove the relationship" Parent or intermediate rollups should remain untouched I’m planning to implement this as an Extensibility Business Rule, but I’d love to hear if anyone has done something similar or has tips on best practices for metadata manipulation in this context. Thanks in advance! ' Define dimension and parent rollup as parameters or hardcode here Dim EntityDimPK As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MgmtEntity") Dim RollupName As String = "Global_excl_YS" Dim RollupMember As Member = BRApi.Finance.Members.GetMember(si, dimtype.Entity.Id, RollupName) ' Get all direct children of the rollup Dim Children As List(Of Member) = BRApi.Finance.Members.GetChildren(si, EntityDimPK, RollupMember.MemberId, Nothing) Dim RemovedEntities As New List(Of String) For Each ChildMember As Member In Children Dim ChildName As String = ChildMember.Name Dim ChildDesc As String = If(ChildMember.Description, "") ' Check if base (no children) Dim HasChildren As Boolean = BRApi.Finance.Members.HasChildren(si, EntityDimPK, ChildMember.MemberId, Nothing) If Not HasChildren Then ' Check if "YS" in name or description If ChildName.ToUpper().Contains("YS") Or ChildDesc.ToUpper().Contains("YS") Then ' Remove Relationship End If End If Next If RemovedEntities.Count = 0 Then Return "No base children with 'YS' found under " & RollupName Else Return "Removed from " & RollupName & ": " & String.Join(", ", RemovedEntities) End IfHow to get the sum of multiple entities in a GetDataCell or in a Calculate
Hi Everyone. I want to get the sum of multiple entities, like in the example below, but for now I'm only getting errors or values with 0 'First option Dim strList As String = String.Join(", ", (From l In lstMI Select "" & l.Member.Name & "").ToArray()) Dim lstMI As List(Of MemberInfo) = BRapi.Finance.Members.GetMembersUsingFilter(si, api.Pov.EntityDim.DimPk, "E#Kazakhstan.Base.Where(Text1 = 'M_S_KAZAKHSTAN')", True) api.Data.GetDataCell("A#411000:E#Root.list([" & strList &"]):C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS").CellAmount 'Second Option api.Data.GetDataCell("A#411000:E#Kazakhstan.Base.Where(Text1 = 'M_S_KAZAKHSTAN'):C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS").CellAmount What I ultimately want to do is to get those values so I can change the following, so that the entity includes all those base entities that meet the filter, and I can get the correct value and use it in my Calculate. Dim DBICtry As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS)") api.Data.FormulaVariables.SetDataBufferVariable("DBICtry",DBICtry,False) api.Data.Calculate("A#P_EBIPrct:O#Import:U1#D0000:U2#P0000:U3#LOCAL_DATA:U4#PJ00000 = Divide($DBICtry, A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS)") Thanks for your help and I appreciate the help.
help with a conditional statement
Hello, I wrote a simple formula for Wip Rev that checks the amount in Earned Revenue (that is calculated too) and calculates the difference between its current value(POV) and prior year end value(POVPriorYearM12) - this part worked, but then I added a conditional statement saying that if Earned Revenue is zero then Wip Rev should be zero too else run the math (POV - POVPriorYearM12) and only first part works, but math doesn't. I tried a similar statement for the dynamic calc and I was successful, but here no. Please let me know if you can look at the statement and suggests what is wrong... thank you
