Workflow and Data Integration

I am trying to export Data including dynamically calculated accounts using a DataBuffer (Not just base members but all intermediate levels).I can do this by looping over Accounts+U1+U2 combined with GetDataCell()... but it is unbearably long and inefficientI am wondering if we can use a data buffer this way ? If not what would the best method be ?  Dim MFEntity As String = "E#TopEntity.TreeDescendants.Where(Text1 Contains 'myValue')" Dim lstofEntities As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Entity_Dimension", MFEntity, True) Dim MFAccounts As String = "A#Root.Base.Where(AccountType = 'DynamicCalc')" Dim lstofAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Account_Dimension", MFAccounts, True) Dim lstofAccountsStr As String = String.Join(", ", lstofAccounts.Select(Function(x) "A#" & x.Member.Name).ToList()) For Each myEntity In lstofEntities Dim mfDataBuffer As String = "FilterMembers(E#" & myEn

Hi everyone! Quick question - I have a workflow profile which is used for the Actual scenario in order to post central overlay adjustments. This all works fine for our needs. However, when it comes to other scenarios like Budget, Forecast, etc, it's just not at all relevant and my hope is that I can simply switch off the whole workflow in certain scenarios. However I can't see a setting for this in workflow profiles. I can see I can easily make individual Forms and Import steps not appear according to scenario (in the "Profile Active" setting) but I can't see a way to switch off the entire workflow for any given scenario. PS - the idea is that someone doesn't have to click through a bunch of forms in the budget/forecast every time which will always have zero/nil entries in them. Let me know if you've got any ideas! Thanks,Richard

Hi, is there a way to present the "Cube Root Workflow Profile" description in the workflow selection window rather than the name. So in this Example below it would say Test rather than GolfStream? Thanks

Hi, I have a workflow with a certification as the last step. I can change the status of the questionnaire every month except December. I am an administrator user.  Dec:     Nov:         Do you know how to activate the option in December? Regards, Sara.  

Hello, We've a requirement where based on certain condition, data source record needs to go to two or more targets. For example, we've expense amount in source data that needs to be go to different SG&A Category (like R&D, Marketing, etc) based on percentages. and these %s are different for different account. we've not used derivative or lookup transformation yet but it seems it can be achieved. i was going through the documentation but it is not very clear. Pls let me know if we're thinking in right direction or if you can help with some sample, would be really helpful    

Hey all, We are currently looking into BI Blend and use it for our Sensible Machine Learning solution that we are about to implement. The initial plan is to use two BI Blend instances one for  historical data which is very detailed data with a long historical range. And a second for a more short term forecast period. Our ambition long term is to be able to use our Forecast BiBlend table data in our Planning process and our regular  Cube and Scenario.  Do anyone have a recommended approach to migrate data from BIBlend into cubes? 

Hello, I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it.  Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it. Thanks, Will

Hello, I have a workflow step of type 'Workspace, Certify'. Through a workspace button, I am able to complete/revert the step. I am wondering If I can navigate to the 'Certify' window automatically upon completing workspace through a business rule, or we can only do so manually ?

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

hey All, I have request to dump out all the imported source documents to a central location. Not sure if it is possible. Looking for some information on Where these files/documents are stored within OneStream is there a way to export these files using a BR              

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hi; While trying to export TRX file from the transformation rule, the Visual Studio gets opened and it in turn gives an error message and I do not get an option to save it as a TRX file.  Would anyone be able to give any suggestions to help.    thanks Kumar

Hi,  I am using Derivative Rules in order to generate additional records in Stage. In this example, I have two derivative rules per I/C transaction. The account mappings will bypass the original source value and one condition will be met and therefore loaded to the cube. If the value is greater than 0, then the value will go to 40L1CA.001A_DER. If the value is less than 0, then it will go to 40L1CA.001L_DER. Derivative Rules: Account Mappings: IC Mapping:   The value shown below is $224,469.18 therefore the rule is correct. However, the IC is this case is mapping to None. I was expecting IC to map to IC partner 170 based on the IC mapping shown above. How can I ensure that the IC partner is mapped correctly to the cube? I want to ultimately tie out IC matching report.

Hi Onestream expects,I have a .xlsx file located on my local system's C drive that needs to be moved to the Onestream Harvest folder in order to import it into the workflow. Kindly provide an  Extender Business Rule code on this.It is really helpful to my requirement     

Hi everyone, Just hoping for a few pointers in case others have come across this before... I have a "Group Overlay" workflow set-up specifically to post central adjustments at year-end (for tax purposes mostly). It works fine as it has a specific workflow channel assigned meaning that the group tax team can review numbers submitted by businesses after they have been completed and then overlay group adjustments without having to unlock/uncertify the indiviudal workflows. However, I want to be able to run confirmation rules within this group adjustment workflow. I haven't got this working, here are some of the things I've found. Has anyone else done something similar? If so I would welcome your ideas! - The adjustment workflow has no entities assigned to it, but it does have "Can load to unrelated entities" option ticked" to allow adjustments to any entity in the group - Because there are no assigned entities, the normal confirmation rule logic needs some tweaking I think as there are no

Is there a way to log messages to the Error log within a Smart Integration Function that is running on the Local Gateway?  I notice when a new SIF is created, none of the OneStream libraries are available.   I did find an example where the OneStreamGatewayService library was included.  Is there any documentation on this library? Thanks, Scott

I have a delimited data source as matrix data to fetch opening, debit and credit flows. The credit amount comes in as absolute, and I need to factor it with *-1, but opening and debit flows must remain unaltered. As I need the data for RCM, it needs to be converted in Stage so I cannot use a Composite TR to flip sign on A#*:F#Credit.   Any recommendations on how I'd be able to achieve this in the data source?

Hello, Is it possible to get the user who completed a 'Form Input' step in OneStream ? To clarify, I am able to do so for 'Import/Validate/Load' steps but I'm under the impression that it's impossible for Forms or Journals. Anyone with a similar experience ? Thanks Here goes my desperate attempt: Dim wfstatus As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, mywfstep) Dim logusername as String = wfstatus.LastExecutedStep.StepLogItems(0).UserName ' (wfstatus.LastExecutedStep.StepLogItems is Nothing) = True    

Has anyone had success getting Journal audit data for changes to journals (not templates but journal entries)?  I suspect they can simply be pulled from the AuditJournalHeader and AuditJournalLineItem tables but having issues.  I only get one record in the Header table no matter how often I change a particular journal and nothing populates for the LineItem table.  I feel like they are not completly working correctly or I don't understand fully how and what they are logging.  I have tried to find a report in RPTA or other solution to see if I can figure out how its done but can't find anyting from OneStream for journal changes like there is for metadata changes.  If anyone has tried to tackle this I would appreciate anything you can provide.  Thanks in advance.

I am creating a dashboard that has several sections. The middle section is a cube view and I need to add horizontal and vertical scroll bars. I looked at existing dashboards and can't find where the setting is. Could someone please advise where to change the settings. Thanks.

I need to delete a single record in the Error Log but my Data Adapter won't let me, complaining about "unsafe SQL statements".In a rather bone-headed move, while developing a BR, I accidentally wrote an insanely large block of text to the Error Log -- like somewhere between 1.3 and 1.5 million characters -- in a single record via BRApi.ErrorLog.LogMessage.It's made the Error Log workspace page pretty much unusable because it's trying to read that record to display it. It takes 5 or 6 minutes to display the Error Log.After finding the UniqueID for the offending record in the ErrorLog table, I tried the following SQL in a Data Adapter to remove the record:DELETE TOP (1) from myOneStream_Framework.dbo.ErrorLog where UniqueID = 'bb5158a6-aae9-471c-b883-edddc8640a5e'Apparently, OneStream thinks I am a cyber-criminal and blocked my code execution with the following message: Database query error. The specified SQL statement is not safe.I also tried:UPDATE myOneStream_Framework.dbo.E

I need to add a Form Channel (Workspace) to our WF's for informational purposes.  Is there a way to exclude this from from the Dependent Status check of the WF for certification purposes.  The channel is defined as a workspace so we can embed a SQL grid report.  I already have similar channels where I have added buttons that control certification/decertification, this just requires the user to select the channel and then click the button.  Trying to get around forcing them to have to select when they might not need to view the provided data.   Understand I could move to a Dashboard but want to keep it in the WF and visible to users. 

Good DayI would like to know if it is possible to extract a table out of a DEV onestream app and then upload that table in a UAT onestream app? If not, are there any tools on marketplace which can assist in doing so?RegardsRehaan

Is there a way to make a WF Step only show up quarterly?  We want to create a form for the BS Flux but it should be completed at Day 10 vs all of our other forms need to be completed on Day 7 so we were thinking to seperate the 2.  We would only want this step to show up for the quarters.  I know I can make the form only show up on the quarters but I dont want to have the users have to complete the Form, Process, Confirm steps on the off months.   Willing to hear any alternative ideas on how to do this.  We use Task Manager also so we want to know that the Day 7 forms are complete vs the BS Flux.   My other thought is to create a dashboard and attach it to the Task and have them complete it but they are so focused on the workflow that we would have to be constantly reminding them.