Business Rules for new OS implementation
Hi, we are implementing OS at present, and this is our first-ever project in OneStream; I need guidance on Business Rules. I am not sure what business rules we need to consider after and before we import the data from the Client system to match the client's legacy system data with OneStream numbers. Thanks, Preeti
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!
Data Quality Event Handler Rule
Hello, I recently had help modifying a rule so it would only run once for a multi year scenario, now I am having an issue trying to run the rule on other scenarios. How would I tell this rule to ignore the time condition for the budget scenario. The data management job set up on the workflow profile won't currently run due to line of code added: ' NEW CHECK TO ONLY RUN ON THE START YEAR OF WF RANGE TIME. If I remove it, then the calculation doesn't work for my forecast scenario properly. I basically somehow need to tell it to ignore that line for the budget scenario. Below is the full code. Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try 'Define a switch to control event processing, since many of these are reference examples we do not want them to run all the time Dim processEvents As Boolean = False 'Set the default return values Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False 'Evaluate the operation type in order to determine which subroutine to process Select Case args.OperationName Case Is = BREventOperationType.DataQuality.ProcessCube.NoCalculate 'Execute a Data Management job after process cube runs Me.XFR_HandleProcessCubeNoCalculate(si, globals, api, args) 'Case Is = BREventOperationType.DataQuality.Certify.FinalizeSetCertifyState 'Send an email after a workflow profile executes its certification 'Me.XFR_HandleFinalizeSetCertifyState(si, globals, api, args) End Select Return returnValue Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function #Region "ProcessCube.NoCalculate Helpers" Private Sub XFR_HandleProcessCubeNoCalculate(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) '------------------------------------------------------------------------------------------------------------ 'Reference Code: XFR_HandleProcessCubeNoCalculate ' 'Description: Run a DataMgmt Sequence after the workflow process cube task is run. ' Note: the DataMgmt sequence name is assigned to a Workflow Profile CalcDef filter field ' so this event does not have to be modified, the user can simply edit the CalcDef grid ' for a workflow profile and this business rule will execucte the specified sequence. ' 'Usage: Used to supplement the standard "ProcessCube" functionality associated with a ' workflow profile by allowing a DataManagement sequence to be executed for the workflow profile ' as well. ' 'Created By: Tom Shea 'Date Created: 1-30-2013 '------------------------------------------------------------------------------------------------------------ Try 'Get the DataUnitInfo from the Event arguaments so that we can get the name of the DataManagement sequence to process. Dim calcInfo As DataUnitInfo = DirectCast(args.Inputs(2), DataUnitInfo) If Not calcInfo Is Nothing Then 'Make sure that a Sequence name as assigned to the filter value of the Calc Definition of the executing Workflow Profile If calcInfo.FilterValue <> String.Empty Then ' NEW CHECK TO ONLY RUN ON THE START YEAR OF WF RANGE TIME If timedimhelper.GetYearFromId(calcInfo.DataUnitIds.TimeId).Equals(timedimhelper.GetYearFromId(brapi.Finance.Scenario.GetWorkflowStartTime(si,calcInfo.DataUnitIds.ScenarioId))) 'Now, execute the DataMgmt Sequence that was specified in the FilterValue (In a background thread) BRApi.Utilities.ExecuteDataMgmtSequence(si, calcInfo.FilterValue, Nothing) End If End If End If Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub #End Region End Class End Namespace Any help would be greatly appreciated. Thank you!
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!|).
cashflow statement : Condition in the mapping of accounts
Hello OS community, I am currently developing my Cash Flow Statement and I want to add a condition for a loan account. If it has a positive balance in the Working Capital Requirement variation flow, I want to map it under one CFS table. However, if it has a negative balance, I want to map it under a different CFS table. How can I implement this condition in my Cash Flow Statement?
Is that posible to export Task Activity or Error Logs with business rule?
Hi Team, I am wondering is that posible to export Error Logs or Task Activity with business rule? I know we can extract data from cubes or dimensions using BRApi methods, but is there a similar approach that allows us to export Error Logs or Task Activity? If so, what methods or steps are needed to achieve this?
