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)?
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!
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!|).
Recurring journal with Auto Post
So im trying to create a rule that pulls selected journals forward than posts them automaticaly. I have my test journal pulling forward as expected but when im trying to post the journal in rule below its causing the rule to error. The line in question is, BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID) What am i missing it seems pretty straight forward? Imports System Imports System.Data Imports System.Data.Common Imports System.IO Imports System.Collections.Generic Imports System.Globalization Imports System.Linq Imports Microsoft.VisualBasic Imports System.Windows.Forms Imports OneStream.Shared.Common Imports OneStream.Shared.Wcf Imports OneStream.Shared.Engine Imports OneStream.Shared.Database Imports OneStream.Stage.Engine Imports OneStream.Stage.Database Imports OneStream.Finance.Engine Imports OneStream.Finance.Database Imports System.IO.Compression Namespace OneStream.BusinessRule.Extender.CA_JournalRecurring2 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 CopyJournal(si) Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep Case Is = ExtenderFunctionType.ExecuteExternalDimensionSource 'Add External Members Dim externalMembers As New List(Of NameValuePair) externalMembers.Add(New NameValuePair("YourMember1Name","YourMember1Value")) externalMembers.Add(New NameValuePair("YourMember2Name","YourMember2Value")) Return externalMembers End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Sub CopyJournal(ByVal si As SessionInfo) Try 'retrieve the names of the workflow parameters and concatenate them together Dim profilePostfix As String = brapi.Workflow.Metadata.GetProfile(si,si.WorkflowClusterPk.ProfileKey).Name Dim scenarioPostfix As String = brapi.Finance.Members.GetMemberName(si,dimtype.Scenario.Id, si.WorkflowClusterPk.ScenarioKey) Dim timePostfix As String = brapi.Finance.Members.GetMemberName(si, dimtype.Time.Id, si.WorkflowClusterPk.TimeKey) Dim strPostfix As String = $"{profilePostfix}_{scenarioPostfix}_{timePostfix}" 'The name of the journal to copy Dim journalName As String ="Tax Accruals_Houston.journals_Actual_2011M2" Dim oldJournalObject As JournalEx = BRApi.Journals.Metadata.GetJournalOrTemplate(si, journalName) brapi.ErrorLog.LogMessage(si, journalName) 'Remove the postfix from the old journal name to get the name Dim strOldName As String = oldJournalObject.Header.Header.Name Dim oldProfileName As String = brapi.Workflow.Metadata.GetProfile(si,oldJournalObject.Header.Header.WorkflowProfileID).Name strOldName = strOldName.Remove(strOldName.IndexOf(oldProfileName)) brapi.ErrorLog.LogMessage(si, strOldName) 'create a copy of the journal header Dim journalObjectHeader As New JournalHeader(oldJournalObject.Header.Header) 'Update the required parameters journalObjectHeader.Name = $"RF_{strOldName}{strPostfix}" journalObjectHeader.Description = $"Roll Forward from {oldJournalObject.Header.Header.name}: {oldJournalObject.Header.Header.Description}" journalObjectHeader.UniqueID = Guid.NewGuid() journalObjectHeader.MemberIds.Scenario = si.WorkflowClusterPk.ScenarioKey journalObjectHeader.MemberIds.Time = si.WorkflowClusterPk.TimeKey journalObjectHeader.WorkflowProfileID = si.WorkflowClusterPk.ProfileKey ' Log the unique ID Of the journal before posting brapi.ErrorLog.LogMessage(si, $"Journal UniqueID: {journalObjectHeader.UniqueID}") 'Journal status as working journalObjectHeader.JournalStatus = JournalStatus.Working 'Create a copy of the journal line item using linq Dim journalObjectLineItems As list(Of JournalLineItem) = oldJournalObject.LineItems.Select(Function(x) New JournalLineItem(x.LineItem)).tolist 'Create a new journal object Dim journalObject As New Journal(journalObjectHeader, journalObjectLineItems) 'Save it BRApi.Journals.Metadata.SaveJournalOrTemplateUsingIds(si, journalObject, False, True) ' Post the journal using ExecutePost BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID) brapi.ErrorLog.LogMessage(si, $"Journal '{journalObjectHeader.Name}' posted successfully.") Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub
Where does Stored Calculations store Data?
Today, a customer asked me:Where do stored calculations store data? api.Data.Calculate If Statements In stored calculations, If Statements are helpful to specify that a formula is only required to execute on specific Data Units, as shown in the image below. If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity()))contains two logical operators (AndandNot). Due to theANDoperator, the statement api.Data.Calculate("S#Forecast = S#Actual") betweenThenandEnd Ifwill only run if both of the following are true: The Entity is a Base-level Entity Member, i.e.: doesNOThave Children (Not api.Entity.HasChildren()) The Consolidation Member is Local indicating the Entity Member's local currency (api.Cons.IsLocalCurrencyForEntity()) The statementapi.Data.Calculate("S#Forecast = S#Actual")will copy the S#Actual data buffer to the S#Forecast data buffer. TheIf...End Ifis limiting the calculation statement to execute only for specific Data Unit Dimension Members. Other consideration to take into account when creating store calculation rules.💥 api.Data.Calculate("A#CashCalc=RemoveZeros(A#10000)")uses the RemoveZeros function to remove cells with No Data or 0.00 cells in the A#10000 data buffer. The results are stored in the A#CashCalc data buffer. The RemoveZeros function is to help with performance if there are large amounts of No Data or 0.00 cells. END IF😂😀😃Can an entity be excluded from a confirmation rule?
We have created a set of confirmation rules for our forms. However, there is a company that is failing the rule because of an adjustment that must be made by recommendation of the auditors but would not otherwise be accepted. Is there a way to exclude just this company from the rule?
