Business Rule Compile Error and Warnings
OneStream Platform releases will periodically include an update to the Business Rules compiler, which is noted in each version’s Release Notes. The enhancements typically make the compiler stricter in detecting syntax or other conditions, which are surfaced through Error or Warning messages. Error messages must be resolved, as the Business Rules will not complete the compile process. Warning messages are exposed to provide guidance to the Administrator. The displayed line items will still function but should be updated to support the latest compiler’s requirements. The method to resolve the Warning will vary. In some cases, a replacement function may be available, or there may be a change to a function’s properties. Example The above error message informs the Administrator of a Warning on the LookupRowFieldValue function having a property change. By reviewing the current rule, and by looking at the current Function Definition, the Administrator can determine that the property for “Criteria as a String” has been modified. The current Definition now defines the field as a dbWhere object. Old Properties LookupRowFieldValue(ByVal si As SessionInfo, ByVal dbLocation As String, ByVal tableName As String, ByVal criteriaExpression As String, ByVal fieldToReturn As String, ByVal defaultValue As String) As String To correct the condition, the Administrator is required to apply the required change. In this example, a dbWhere object must be used to define the criteria against the target database table. New Properties LookupRowFieldValue(ByVal si As SessionInfo, ByVal dbLocation As String, ByVal tableName As String, ByVal dbWheres As List(Of DbWhere), ByVal fieldToReturn As String, ByVal defaultValue As String) As String Other Compile Issues - Namespaces The Vb.Net language in OneStream offers the designer flexibility to implement custom solutions using predefined libraries as well other compatible third-party libraries. During a Business Rules compile, there are NameSpaces in OneStream that will be implicitly compiled: microsoft.visualbasic system.linq system.collections.generic system.collections system.text OneStream also has predefined Namespaces in Business Rules, which if utilized, must not be removed from the rule to compile properly. 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 The solution to resolving a Namespace issue will depend upon whether the rule exists in a Member Formula or as part of a Business Rule file. When an unsupported Namespace is used in a Business Rule file, the Namespace can be added to the Imports to allow the Business Rules to compile. Member Formulas do not allow access to modify the Import section of Business Rules. If the unsupported Namespace is part of a Member Formula, then the full Namespace must be added to the affected expression or variable.Rules Formatting - Please Format Your Rules!!
General Formatting One of the most important things you can do, to make you rules readable and helpful, is making sure they are properly formatted. There are some simple rules you should probably follow all the time: Proper Case – Function names are not case-sensitive; for example, api.data.calculate, Api.Data.Calculate, or API.DATA.CALCULATE, are treated as the same. Still, it is a best practice of VB style to be consistent and to capitalize judiciously. Proper case throughout the rules file makes it much easier to read. Always Comment – Add comments to most lines of code explaining what you are doing and why. Use the apostrophe at the beginning of the comment to make sure it is not interpreted as part of the rules. If this is done in a VB editor, it should turn green by default. Indentation is critical for readability – This is especially true when using any nested statements or conditionals. Those are explained below. Indentation should be done for any scripting, even scripting objects in Business Rules Editor. Variable and Constants properly named – All variables should be given useful names. Line Continuations Properly formatting rules will typically also mean using the underscore ‘_’ and colon ‘:’ symbols. When using space + underscore, you are telling the script that the command continues on the next line. For example: api.data.Calculate("F#[Bad Debt]:A#[EBITDAVar] = " & _ "(A#54100:S#Budget:F#None-A#54100:S#Actual:F#None)") The colon allows you to combine two lines. For example: strSalesAccount = “A#7999.UD1#Sales” : strMktAccount = “A#7999.UD1#Marketing” Comments I think it is important to emphasize the importance of comments. You will not remember in a year or two why something is quite the way it is, so comments will help you from making the same mistake again. It can help provide a new administrator detailed information, such as what needs updating or regular maintenance, if you add a new cash flow account for example. Finally it can help remind you what needs to be considered for an upgrade, or rebuild. Variables & Constants Variables and constants are used to hold values or expressions. Think back to your 9th grade algebra class. In 2+y = x, y is the variable. (See, your teacher was right, this may prove useful yet...) Variables can have any name; but while ‘y’ and ‘x’ are valid names, they don't tell you anything. Names should be something that makes sense. Consider which of the following is easier to follow: 2 + y = x or 2 + strVariablePercent = strPercentMarkUp. I would say you can understand more form the second line of rules than the first, even without knowing the context. Add a line of comments, and note the proper case, and you are on your way to well formatted descriptive rules. A Variable is a value that changes depending on parameters and when it is used; whereas a Constant will not change, regardless of when it is used or changes in the application. You will want to declare constants at the beginning of rules files. They can be available to all procedures at all times. Apart from that, they are used just like variables. You should have some guidelines when writing rules; one of the simplest things to do, to keep yourself organized, is to have a naming convention. I like to use a prefix. The prefix is something that helps me remember what is in the variable. I might use ‘str’ or ‘s’ for a string, or ‘bln’ or ‘b’ for a Boolean (true or false), and ‘nbr’ or ‘n’ for number. Then using proper case I use a descriptive label for my variable. So, for a number from Net Income, my variable might be called ‘nbrNetIncome’. I can see that variable name anywhere in my file and know what the variable is for and what it is. Compare that with ‘x’; if I just see x, who knows what it is for. It also helps to know what you are going to use the variable for. We have two names for variables; Replacement Variables and Execution Variables. Replacement Variables are typically used for constants like static strings (for example topUD1=“.UD1#TopUserDefined1”). This variable might change, but it is replacing some part of a string. Execution Variables are typically used for situations in which variable is populated or reset during some condition or rule (for example sPOVEntity = api.POV.Entity.Name). The point of view changes constantly and what would be written in the variable would be updated accordingly. There are some rules for variable names that you just must follow, to write valid VB.Net. They must always begin with a letter. They cannot contain a period. You should avoid keywords such as “OneStream”, “Entity”, “Account”, when naming variables; they tend to be reserved by OneStream and could cause problems if shadowed. VB.Net requires you to declare variables before using them. Since variables will require what type they can hold, you need to make sure you avoid letting the variable use a type that Rules Engine is not expecting for that member. For example, if you write a rule checking if the year is 2010, OneStream could see that as something different than “2010”. By using the quotes and declaring it As String, the number 2010 becomes a String of text, “2010”. Otherwise you might get a Type Mismatch error in some situations; if you do get this error, double check that the variable you are testing is correctly declared.[howto] Use "Insert Code" when posting on Forum boards
Hey guys! Just a reminder: if you're going to post code in this forum, please make it easier to read by using the "Insert/Edit Code Sample" button on the expanded formatting toolbar. Here's a short video showing how it works. If you need to edit code after you created the block, just double-click on it. Ideally you'd also indent it first, either in an editor or with something like DotNetFiddle. Remember: the easier it is for others to read your code, the more likely that they'll be able to solve your problem! Cheers! Your friendly neighborhood Spider-Mod
BI Viewer - Font Sizes
Hello, We have a use case that makes extensive use of dashboards. The BI viewer component seems like an attractive solution for this. However, we have been struggling to fully adapt it to our needs. One problem is the (seemingly) fixed font size for table content and axes. A particularly surprising effect is that there is no change in font size when maximizing a specific component. This could be a very smart feature, e.g. during a beamer presentation. Unfortunately it only increases the white spaces, while the fonts are identical. This seems almost like a bug - or am I missing something? (screenshots are original scale!) Thanks, Frank.
Bridge Origin Import to BeforeElim/Top with journal entry details
Hello! A user has requested a CV/report that starts with imported data and layers on journal entry details by each specific JE. High level it would look something like this with the pink highlights representing the detailed balances of each individual journal entry: Have any of you built something similar? Is there an easy way to get the journal entry name details into a CV? I’m guessing I can get them from the JournalHeader and JournalLineItem database tables but wondering if you’ve ever worked on a request like this. I've also submitted a support ticket so we'll see. Thanks!
SQL Table Editor - Query - External DataBase
SOURCE: ONESTREAM CHAMPIONS Hi Team, do we need to put some specific settings to connect the External DataBase… when we are connecting it via SQL Table Editor. i am getting the below mentioned error ( where as the same connection works via Data Adaptor ) Subledgers _ External.png977×467 21.7 KB Regards and Thanks Darpan Bhansali
How to remove and sort an account group ascending
Hello, If anyone needs to sort a specific account group by ascending. This is the codes it worked. Sub RemoveandSortAccounts(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardExtenderArgs) Dim ParentGroup As String = args.NameValuePairs.XFGetValue("ParentGroup") Dim osAccountMember As Member = BRApi.Finance.Members.GetMember(si, dimtypeid.Account, ParentGroup) Dim actDimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "ST_Accounts") Dim osBaseList As list(Of Member) = BRApi.Finance.Members.GetChildren(si, actDimPk, osAccountMember.MemberId) Dim osBaseList2 As list(Of Member) = BRApi.Finance.Members.GetChildren(si, actDimPk, osAccountMember.MemberId) osBaseList2.Sort(Function(x, y) x.Name.CompareTo(y.Name)) If osBaseList.Count > 0 Then For Each baseMember As Member In osBaseList 'osBaseList '===Remove first==== Dim PId As Integer = BRApi.Finance.Members.GetMemberId(si, dimTypeId.Account, osAccountMember.Name) Dim myId As Integer = BRApi.Finance.Members.GetMemberId(si, dimTypeId.Account, baseMember.Name) Dim relationshipPks As New List(Of RelationshipPk) Dim RelPk As New RelationshipPk(actDimPk.DimTypeId, PId, myId) relationshipPks.Add(RelPk) BRApi.Finance.MemberAdmin.RemoveRelationships(si, actDimPk, relationshipPks, True) Next For Each baseMember As Member In osBaseList2 'osBaseList2 '===Add back ==== Dim parentMem As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, osAccountMember.Name) Dim myMember As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, baseMember.Name) 'retrieve rel info for parent child relationship 'Dim myRelInfo As RelationshipInfo = BRApi.Finance.Members.GetRelationshipInfo(si, dimTypeId.Account, myMember.Member.Name, parentmem.Member.Name) Dim newProperties As New VaryingMemberProperties(DimType.Account.id, mymember.Member.MemberId, parentmem.Member.MemberId) 'Relationship Dim relPk As New RelationshipPk(actDimPk.DimTypeId, parentMem.Member.MemberId, mymember.Member.MemberId) Dim rel As New Relationship(relPk, parentMem.Member.DimId, RelationshipMovementType.InsertAsLastSibling, 1) Dim relPostionOpt As New RelationshipPositionOptions() BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, True, rel, False, newProperties, relPostionOpt) Next End If End Sub
SQL query to retrieve base members of a hierarchy
Hi, All Just wanted to share a SQL query I wrote to retrieve base members and parent of a given hierarchy from within a dashboard grid. (Note that the parameter supplies the member ID of the top member in the chosen hierarchy.) Any thoughts on how to improve are welcome! With TEST AS (SELECT childid, parentID, dimtypeid, 0 AS level FROM relationship WHERE parentid = |!SelectDimension!| UNION ALL SELECT ft.childid, ft.parentID, ft.dimtypeID, level + 1 FROM relationship ft JOIN TEST d ON ft.parentid = d.childid ) SELECT m.name As Child_Name, m.description as Child_Description, P.name AS Parent_Name, Description as Parent_Description FROM TEST d JOIN relationship a ON d.parentid = a.parentid JOIN member AS M ON a.childID = m.memberid JOIN member as P on d.parentid = p.memberid where NOT EXISTS ( SELECT NULL FROM TEST d WHERE d.parentID = m.memberID ) group by m.name, m.description, P.name, p.description
