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Accepted Code Samples
OneStream approved sample code snippets and examples to help everyone write rules.

Knowledge Base Articles

Finance: Daily Revenue

An account that calculates Daily Revenue by taking three months of Total Revenue and dividing it down to a daily amount 'Calculate Daily Revenue 'Get Text1 priority from current Scenario to learn which Scenario to copy prior data from Dim priorScenar...

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Finance: Annualized Revenue

An account that calculates Annualized Revenue by taking three months of Total Revenue and dividing it down to a monthly amount then multiplying by 12 'Calculate Annualized Revenue Return api.data.GetDataCell("(A#TOTREV:I#Top:U1#Top:V#Trailing3MonthTo...

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Finance: Returned on Capital Employed

Efficiency Measure: A financial ratio that measures a company's profitability and the efficiency with which its capital is employed. Formula: EBIT/ (Total Assets- Total Liabilities) 'Calculate Return on Capital Employed 'Formula: EBIT/ (Total Assets-...

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Finance: Return on Total Assets

Efficiency Measure: The ratio is considered an indicator of how effectively a company is using its assets to generate earnings before contractual obligations must be paid. Formula: EBIT / Total Net Assets 'Calculate Return on Total Assets 'Formula: E...

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Finance: Return on Equity

Efficiency Measure: Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested. Formula: ROE= Net Inocme/ Average Shareholders Equity 'Calculate Return on Equity ...

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Finance: Return on Assets

Efficiency Measure: An indicator of how profitable a company is relative to its total assets. It gives an idea as to how efficient management is at using its assets to generate earnings. Formula: ROA = Net Income / Average Total Assets 'Calculate Ret...

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Finance: Receivables Turnover

Efficiency Measure: The receivables turnover ratio is an activity ratio, measuring how efficiently a firm uses its assets. Formula: Net Credit Sales/ Average Accounts Receivable 'Calculate Receivables Turnover 'Formula: Net Credit Sales/ Average Acco...

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Finance: Profit Margin

Efficiency Measure: The percentage of revenue remaining after all operating expenses, interest, taxesand preferred stock dividends (but not common stock dividends) have been deducted from a company's total revenue Formula: Net Profit Margin = Net Inc...

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Finance: Operating Margin

Efficiency Measure: Operating margin is a measurement of what proportion of a company's revenue is left over after paying for variable costs of production such as wages, raw materials, etc. Formula: Operating Margin = Net Income / Net Sales 'Calculat...

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Finanace: Net Profit Percent

Efficiency Measure: It reveals the remaining profit after all costs of production, administration, and financing have been deducted from sales, and income taxes recognized. Formula: Operating Profit/Sales or Operating Profit/Turnover Calculate Net Pr...

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Finance: Inventory Turnover

Efficiency Measure: The Inventory turnover is a measure of the number of times inventory is sold or used in a time period such as a year. Formula: COGS/ Average Inventory 'Calculate Inventory Turnover 'Formula: Cost of Goods Sold / Average Inventory ...

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Finance: Inventory period

Efficiency Measure: Inventory period is a measure of the average number of days inventory is held. Formula: Average Inventory/ (Annual COGS/365) or 365/ Inventory Turnover 'Calculate Inventory Period 'Formula: Average Inventory/ (Annual COGS/365) or ...

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Finance: Gross Margin

Efficiency Measure: The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. Formula: Gross Margin Pct = Gross Profit ...

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Finance: Average Collection Period

Efficiency Measure: The approximate amount of time it takes for a business to receive payments owed, in terms of receivables, from its customers and clients. Formula: Accounts Receivable/ (Annual Credit Sales/ 365) or 365/ Receivables Turnover 'Calcu...

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Finance: Asset Turnover

Efficiency Measure: The Asset Turnover ratio is an indicator of the efficiency with which a company is deploying its assets. Formula: Sales / Inventory 'Calculate Asset Turnover 'Formula: Sales / Inventory Return api.Data.GetDataCell("Divide(A#[YourS...

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Finance Business Rules: Helper SubEval

Initial lines of a Helper Business Rule Sub when written to support an Eval 'Substitute OnEvalDataBuffer for your Helper Sub name, evalName for the Eval statement being passed in and eventArgs for the Eval Data Buffer Args being passed in Private Sub...

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Finance Business Rules: Helper Sub

Initial lines of a Helper Business Rule Sub 'Substitute MySub for Helper Sub name Private Sub MySub(ByVal api As FinanceRulesApi) End Sub Source: Snippet Editor: Finance - Business Rules - General

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