Workflow and Data Integration

Dear colleagues, Please advise do you have experience with automation of exchange rates calculation. We need to pick up daily rates for different currencies from different source websites, calculate monthly average rates and end of reporting period rates and upload them to the correct time period in OneStream.  Where can I find guidance to solve this task?

Hi Team, I just want to create a report, in that report user can review like (which user has certified the respective entity in the workflow with date and time). i could not able to find in which application database table certification status details will store. can you please help us with the table name. so that we can write method query to fetch the data.

Is there a way to extract a table with the processed information in tables that resulted from a rolling forecast?

I wanted to know if there is a way to automatize the process of import of data so that a user does not have to do it, as the client wants it to be done 2 times a day without a person being involved

Hi, all, Could you please advise why we need to add each base time dimension member on Transformation Rules table when source and target base time member are the same?   

As you can see I'm not even sure how to title this post. I have a user from a sub who has asked whether there's a way to create a popup message to the individual trying to import data if they are loading to an incorrect (but viable) intersection? I've been asked similar questions in the past about creating popup messages.  I assume there must be a business rule we could create but not sure if such a thing would be possible during an event like importing data. Thoughts anyone?

Is it possible to place a restriction on a scenario member to prevent data write via XFSet? This would prevent data load via XFSet for Actuals (so the workflow can't be bypassed), however would allow data send via XFSet for budget / forecast scenarios. Would appreciate any input if other users have dealt with this issue in the past.  

I am implementing a BR that pulls a file from FTP. The file is encrypted so I need to decrypt it using a third party library. In order to decrypt it, I need to pass in a physical path to the PGP key provided. I uploaded the key to the Public folder share for now but cannot seem to find a way to get the actual physical file. Does anyone know if uploading a file to the share folder results in an actual file being created on the server or is it just stored as a BLOB in the database?  

Originally posted by Francisco BassolsHello, I am trying to create a report showing the audit trail of which users performed specific actions, as load data, process cube, certify steps or lock/unlock a period from the workflow. While the dashboard "WF_WorkflowStatus_RPTAR" (from the administrator solution tools) but it only shows the status (e.g. Completed, Locked) but there is no trace of who performed the lock action. I've looked in the tables "TaskflowStepLog" and "WorkflowLock" from the application database as in the tables "TaskActivityStep" and ''TaskActivity" from the os_framework2 database, but with no luck.  Do anyone knows where to find this information or could provide some guidance on it? This kind of information is sometimes requested during audits and would be handy to be able to retrieve it from the system. Thanks in advance, Francisco

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

How do l start the process of importing a  .csv file into onestream

We have been running several tests on DM jobs to upload batch files through the Harvest. We have a lot of subfolders created that we don't need anymore. Is there any way to delete? Thanks!

hi experts. i'm trying to use a button on dashboard that calls a DM sequence. in my sequence, i'm calling copy task. Basically, i'm trying to copy data using DM step where i want to pass scenario as parameter. here is the configuration. How to pass parameter to copy task from sequence?    button configuration: Sequence - parameter definition  copy step:  

Hi, I am trying to explore the FDXExecuteStageTargetTimePivot if I can use it to show stage data. Does anyone have the business rule and shareThank you

Hello,I am currently working on the Business Rule WorkflowEventHandler to update a custom table when certain tasks are manually completed in a workflow. The scripts shown in the screenshot are located in the section where Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus, with the following condition: If NOT args.IsBeforeEvent Then.I want to trigger the function after the current workflow is fully completed. However, despite testing various syntax alternatives, the function consistently executes before the workflow is fully completed.For example, when I initiate the last step of the current workflow, the function is always triggered at line 141. For context, this issue occurs when the workflows consist of multiple tasks. The final task varies depending on the workflow—it may end with Import, Confirm, or another task.Below are the syntaxes I tested but without success.Could you please help me resolve this issue?Thanks 

Wondering how we can zero-out the translated FX noise in a local (Euro) base entity that has the accumulated FX noise showing up in USD after the entity has all of its local currency balances zeroed out.   We have some adjustment USD sibling entities to this Euro entity in question but entering an offset in that entity does not remove the translated USD amount.  If we set the properties to Is Consolidated = False, would this completely remove that entity from consolidated history (if we were ever to go back and reconsolidate the system)? Has anybody encountered this and what did they do? Thanks. Mike B

Rolling Quarterly Forecasts- to Import 12-month flat files- Several times daily during a cycle- 12-month Matrix Data Source 1. Forecast Q1 '25 flat file- Columns Q1-Q4 '25 = amounts 2. Forecast Q2 '25 flat filea. Columns Q1 '25 = blanksb. Columns Q2-Q4 '25 = amountsc. Q1 '25 to be refilled with actuals- using a DM Job after the initial Import 3. Forecast Q2 '25 flat file - Columns Q1 '25 = blanksa. Direct Import/Load- Wiped out refilled actuals in Q1 '25 = blanksb. Standard Import (Import, Validate, Load)- Kept refilled actuals in Q1 '25 4. Blank Columns - Q1 '25, etc = Prior Periodsa. Why do Direct and Standard process blank columns differently?b. How to make Direct process blank columns like Standard?- Keep actuals in Q1 '25/prior periods in OS Data Cubes TY.

Hi,Is it possible to map two account dimensions to two different columns in the fields in DatasourceThanks,Chandu

We have noticed that BI Blend drop tons of lines during the import and does not log any error. We took few not loaded entries and try to load to table again but getting below error.  Just few lines of data. Tried to play around with Agg properties but could not find any solution. Summary: BI-Blend base data does NOT match any Aggregation Base Members.

I am trying to automate a yearly load of data from a business rule.  I want the rule to loop through a set of periods and run a specific workflow for that period.  The workflow uses a connector rule in which I get the scenario and period of the workflow being run.  THe issue I am facing is that I can get the WorkflowPK for the workflow/scenario/time that I want to run.  But when I call BRApi.Import.Process.ExecuteParseAndTransform with that key, a workflow starts, but if I happen to be on that workflow in the session I am running it picks up the POV from where I am at.  So if I want my business rule to run 3 periods (Jan - Mar).  If I am on Dec, then it runs December every time.  Below us how I get the WFPK and call the Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfileInfo.Name, wfScenarioName, wfTimeName) '--------------------------------- ' Parse and Transform: '--------------------

Hello, everyone, Could you please advise where (in what folder) all attachments to journals are stored in OneStream?   

Hi, My colleagues and I are interested in reviewing pre-transformed data side-by-side with the records from post-transformation data, as we're looking to move our transformation process further upstream and we wanted to validate the accuracy of our new transformation process against OneStream's transformations. I've reviewed the examples in GolfStream in the transformation event handler and I understand how to review the stage data, but I'm unsure how to find the matching transactions after they get transformed. Has anyone done anything similar before and would be able to share insights into how I can review the data at the validate and match them to the records in stage? Thanks! Alex

Getting this error while loading data from BI Blend table to the stage data in the workflow. We have five workflow and trying to union to load the data to the stage & eventually to the cube. However when we load from one table it fail & give column mapping error but clear data and reload next one then it goes through.    

Hi - we're trying to PULL files from an SFTP server. These will be used for our OneStream load. Are there any sample BRs that we can reference to facilitate the file transfer from the SFTP server to OneStream? Are there libraries readily available in OS for this?   So far, we have completed the following. 1. Whitelisting of OS IP from SFTP Server 2. Received SFTP server and credentials needed   Thanks!

I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile.The error occurs whenever I attempt to delete the workflow profile.I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0.I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table.How can i delete the log associated with this workflow profile so i can be able to delete it  ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !!