How can I use a Business Rule to sort a Member List in alphabetical order?
Namespace OneStream.BusinessRule.Finance.XFR_MemberListAlphabetical Public Class MainClass '--------------------------------------------------------------------------------------------------- 'Reference Code: XFR_MemberListAlphabetical ' 'Description: Use a business rule to sort a member list in Alphabetical order ' 'Usage: This will put a member list of a dimension in Alphabetical order. ' Use the following on the cube view: ' E#Member.[Name of Business Rule, Name of List in Business Rule] ' e.g. E#Root.[XFR_MemberListAlphabetical, EntityAlphabetical] ' 'Created By: Robert Powers (put in XF Ref by John Von Allmen) ' 'Date Created: 5-24-2013 '--------------------------------------------------------------------------------------------------- Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, _ ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try 'This will put a member list of a dimension in Alphabetical order. 'Use the following on the cube view: ' E#Member.[Name of Business Rule, Name of List in Business Rule] ' e.g. E#Root.[XFR_MemberListAlphabetical, EntityAlphabetical] Dim Memberlistname As String = "Ent_Sort" Dim MemberListstart As String = "E#[Total GolfStream].base" Select Case api.FunctionType Case Is = FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName = Memberlistname Then Dim objMemberListHeader = New MemberListHeader( _ args.MemberListArgs.MemberListName) 'Read the members Dim objMemberInfos As List(Of MemberInfo) = api.Members.GetMembersUsingFilter( _ args.MemberListArgs.DimPk, MemberListstart, Nothing) 'Sort the members Dim objMembers As List(Of Member) = Nothing If Not objMemberInfos Is Nothing Then objMembers = (From memberInfo In objMemberInfos _ Order By memberInfo.Member.Name Ascending _ Select memberInfo.Member).ToList() End If 'Return Return New MemberList(objMemberListHeader, objMembers) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function End Class End Namespace
Running a Custom Calculation from a Business Rule with a MemberFilter for Time periods
We are trying to do a multi-year planning application. One requirement is the ability to calculate out-months into the next year of the plan. One solution that would be very useful is the ability to run a custom calculation with a variable set of time periods. "BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule" has an enumerated argument of CustomCalculationTimeType. One of the enumerations is "MemberFilter", but there is no indication or documentation regarding how to supply the member filter for Time periods to execute for. Would anyone know how to implement this, or where I could find the details regarding its usage? Thanks in advance for any information or leads.
Log anything with JSON
I showed it at Wave and share it with all of you: when you use JSON to log, you can log anything, not just strings, you can log a Dictionary, a list, a MemberInfo, even a Databuffer. First, you need to import JSON, add these 2 rows at the top of your rule: Imports Newtonsoft.Json Imports Newtonsoft.Json.Linq Second, when you want to log, use JSON! Dim stringobj As String = JsonConvert.SerializeObject(lCenterInfo,Formatting.Indented) api.logmessage(lCenterInfo.Member.Name & ", lCenterInfo: " & stringobj) When you use ,Formatting.Indented, your log will be correctly formatted. Thanks to Matt Ha for enlightening me with JSON and RobbSalzmann for sharing how to have the JSON string correctly formatted!
Dynamically Calculate Q1 total as sum of children
I have a dynamically calculated member formula. It is returning the wrong value for each Quarter, it should be the sum of the M1+M2+M2 ($1,614,441.60) and not be recalculated ($1,649,190.40). Is there a member property or formula examples that can help me resolve this issue. Thanks. Sample calc Drill down formula I tried setting a different formula on the quarter, but I get the error message “The Dynamic Calc Member Formula is recursively calling itself:. Thanks,
