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149 Topics

Change View POV inside Custom Calculate BR
Dear all, We have 2 custom calculate functions (Finance BR) that are executed one after the other. The 1st one uses V#Period as POV and the 2nd uses V#YTD as View POV. These POV are set on the data management steps that use these functions. We'd like to merge both functions into one to simplify maintenance but the fact that they use different View POV creates an issue; if the data management steps uses V#Periodic or V#YTD, one function will work properly but not the other. Do you know how it can be set as a fixed View POV into the functions itself? Maybe there's a way updating the value of the "args" variable that is used as an input into the formula. Thank you for the help and guidance. Best regards, Carlos
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CarlosAlvear
7 days ago Place Rules
39Views
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3Comments
OLEDB positional parameters with a WHERE IN clause
We have FX rates published in a table to/from virtually every currency in the world. However, this is something like 70k rates a month and the vast majority are for currencies we don't use in our OneStream application. The majority of the rest are for combinations that we don't use. Of these tens of thousands of rates, only about 25-30 are actually relevant. I'm trying to automate this filtering using the currency filter from the application properties, which returns a simple comma-separated list, like so: CAD,EUR,JPY,USD In this example, I want all rates to/from USD. So, I ditch the ",USD" and want to filter on the three remaining currencies: CAD,EUR,JPY Writing a query in SSMS, this is trivial. Writing the query with straight up string manipulation in the BR is also straightforward. However, I'm trying to be (perhaps needlessly strict/cautious) by passing this in as a parameter. This makes me want to use my laptop as a non-brand-specific flying disc and restart life as a hermit in a cave with no electricity. Un-typed positional parameters in an OLEDB connection are a nightmare (but probably because I need to learn more.) My basic thought is something like this: BRApi.Database.ExecuteSqlUsingReader(dbConnInfo, sql, params, False) SELECT FromCurrency,ToCurrency,Rate FROM FxRateTable WHERE (FromCurrency IN (?) AND ToCurrency = 'USD') OR (ToCurrency IN (?) AND FromCurrency = 'USD') I parsed the currency list to include single-quotes around the currencies and then just passed in P1 and P2 parameters as the same value so it should evaluate to a very normal WHERE IN clause. I get zero results from within OS. If I hardcode the list of currencies (comma-separated with single-quotes) in place of those ?s in the BR, the code succeeds and updates the rates in my OS application. I can only assume there's some type of data type problem that isn't making the translation through the OLEDB driver. I can conceive of a several possible avenues of investigation: There's a way of passing in these currencies as a string and I'm just doing something wrong that should be obvious. I need to add data-typing code in the BR (and perhaps store the currencies in a compatible data type) for OLEDB to play nice. I switch all of our external DB connections to SqlServer native so I can pass in named, typed parameters. (In this case, the docs only have instructions for setting up OLEDB, not native SqlServer. Does anyone have info on this?)
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photon
7 days ago Place Rules
24Views
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3Comments
What does api.Cons.IsCurrency mean?
I encountered this Boolean today for the first time after writing (and reviewing) code for five years. There is no mention of it that I can find in the documentation. Based on the name itself, I can guess that this is a Boolean to make sure you're not on C#Elimination or any other of the "non-Currency" members of the Cons dimension. Have I guessed correctly?
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BobNelson
8 days ago Place Rules
26Views
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1Comment
Encrypted Business Rule Password Recover
I am a new admin in this OS environment and the Password to decrypt a business rule is lost. Is there any way to recover?
FairShawn
15 days ago Place Rules
27Views
0likes
2Comments
One Button to Run several Data Mgmt Sequences in Parallel
Pls share how to use one Button to launch several Data Mgmt Sequences in parallel. - Not several Data Mgmt Steps in one Sequence. TY.
KH1
16 days ago Place Rules
73Views
0likes
5Comments
GetDynamicAdaptersForDynamicComponent
Hello, I can find no documentations about the "GetDynamicAdaptersForDynamicComponent" that is under the dynamic dashboard services. How to use it ? How to define a dynamic adapter ? My goal is to create dynamically a label component (which is done), but I would like to add a data adapter to it. Unfortunately, I haven't been succesful in dynamically linking a data adapter to my label : Regards,
Sergey
17 days ago Place Rules
25Views
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2Comments
Schedule Financial reports to run overnight.
How can I schedule reports to run overnight during the close so we have a snapshot of financials at specific times? There are no reports in the Data Management Groups for the Task Scheduler to pick up.
Danarjones
21 days ago Place Rules
17Views
0likes
1Comment
Beginning Balance Formula
Our beginning balance formula is as follows: 'Check to see if we are in period 1 If api.Time.IsFirstPeriodInYear() Then ......... Else ............... This formula worked perfectly rolling from 2023 into 2024, but now in 2025 we are having issues. EX: In Feb 2025, the beginning balance is reverting back to Dec 24 instead of Jan 25. Any insight into where I might start in figuring out this error? I tried looking at our business rules for api.time and didn't see anything that stood out. Thanks!
AHaslett
22 days ago Place Rules
68Views
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2Comments
'si' is not declared. It may be inaccessible due to its protection level.
I am receiving this error when writing a business rule, any idea on how I can remove this error? Here is the portion of the business rule where I am using 'si': Dim objXFResult As XFResult = BRApi.Finance.Data.SetDataCellsUsingUsingCsvFile(si, filePath, delimiter, originFilter, targetOriginMember, loadZeros)
Mel5049
29 days ago Place Rules
1.9KViews
0likes
7Comments
SIC Email Notifications
Does anyone have a business rule that will send you an email notification when the SIC goes down? Or does anyone know if this is possible?
AzemL
31 days ago Place Rules
6Views
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0Comments