Workflow and Data Integration

I have created a macro that auto-generates excel files for upload to a workflow for adjustments, however I get the following error when the file is selected for import: This is resolved if I open and close the excel (not even necessarily saving when closing). Has anyone encountered this error before? and aware of a solution that would streamline this need to open and close files.

Does anyone else have issues with locking and unlocking FX rates on the Application tab in the UI?  I can clearly see some periods with rates locked that I want to unluck, but the system will not let me unlock them.  I've tried logging out, ending session, etc.; only then do I occasionally get it to work.  

Hi all, we are using FDX routines to extract high volume data from our cubes for external consumptions and we noticed an odd behaviour when using the FdxExecuteCubeView method with parallel processing and a NameValueBuilder parameter: we wanted to share this with the community to understand if it is an undocumented bug or else.FdxExecuteCubeView advantages:extracting any type of cube data (base/aggregated, input/calculation/dynamic)leveraging parallel processing for the given combinations of entity/scenario/time (e.g. using the FDXEntity/Scenario/Time substitution variables in the CV)Among the FdxExecuteCubeView input parameters, it is possible to define a NameValueBuilder object to evaluate at run-time other eventual substitution variables in the cube view.⚠️Unexpected behaviourIt seems that, when using both parallel processing (e.g. the FDXEntity/Scenario/Time filters trigger multiple CV rendering, with parallelQueryCount option > 1) and a NameValueBuilder object (even empty), the

Has anyone set up direct Connect to OneStream from CMS hosted on AS400 ? It will be interesting to know the challenges you faced 

Hello OneStream Community, Currently working on setting up an automated process to handle BAI file uploads directly into each specific bank workflow in our OneStream application.  1. BAI Parser & Data Source Configuration - We've installed the BAI Parser dashboard to view and manage all imported BAI files. The BAI data source has been configured and initial tests with sample files have been successful. 2. File Transfer & Business Rules - Plan is to automate the transfer of finalized BAI files from our system via FTP to the OneStream file system. This requires a BR to connect with the FTP site and currently developing a BR to facilitate this connection. Once the files are in OS, they'll be imported into the appropriate bank workflow. 3. SFTP Wrapper and Workflow Integration - After the initial FTP transfer, a separate BR will be implemented to securely retrieve and upload the BAI file into the bank workflows. Question: For those who have set up similar BAI automat

Hi all, I thought this was easy but not sure what I am missing. I have a current data management job that is running off this parameter and works just fine.  Scenario=[Actual], Time=[|GlobalTime|]. I have tried [|GlobalPrior1|] with no luck I am trying to get the prior month so I have tried Scenario=[Actual], Time=[|GlobalTimePrior1|] but that is an invalid sub variable, is there another syntax to use on this? I know you can with t# in cube views but this is the DM job. Thanks in advance!

Hi,We successfully imported data from stage to cube. But while creating cube views, I am getting fewer records. Not all data is showing up in cube view. I checked the tables in the database; they have all the lines, but the cube view is importing only the first line. What can I do to get all the lines calculated in Cubeview?This account has 1343 records but cubeView fetches only 1st line.

Have a question regarding- " if two import workflow profiles are not siblings of the same input parent, but load to the same entity, scenario and time dimensions, the data loads and clears at the account level. " If the two import profiles are not sibling to the same input parent (like it is not sibling 1 and sibling 2) , how can we load to the same entity? Since, entity assignment is done at a parent input profile level, If 1 entity is assigned to parent 1 input profile, we cannot assign the same entity to parent profile 2  

Hi all,just finished to see the "Mining for Gold: SQL Parametrization", very informative episode. At the end, Chris Loran explained how to leverage on caching system offered by "globals", to avoid multiple executions of the same query against the DB. I do have a couple of questions about globals, to better understand how they work:Is globals object exclusively dedicated to caching data ? (AFAIK: Yes, it is)I haven't found a "duration" of the stored key: it's me or it doesn't exists ? I mean, once I put something in the globals, when it will be invalidated ? (AFAIK: No timed duration of the cached value)Deleting keys: looks like I can only delete ALL keys, not specific keys. Am I right ? (AFAIK: I am right)I already added answers to my questions, thanks in advance for those who will confirm (or not) them.FabioG

Hello, We are looking to export data from OneStream to Snowflake using APIs. We are using OneStream's cloud hosted environment, and the authentication method is just a Reference Token. We are looking for more secured way for sending the data from OneStream to Snowflake. Let us know if there are any suggestions or alternatives for this data integration with more secured way of authentication. Thanks, Tharun.

I am running into an issue with putting together intercompany reports. Basically, if an entity has an intercompany partner that is not a consolidating entity, no elimination would occur at the parent (as expected). However, this pair would still show up on my IC matching report. Has anyone dealt with this type of issue with the IC reporting and has any tips to put me in the right direction?

Hi Everyone. The issue is that I want to run the following Process, but upon execution, I receive the error shown below the code. I do not understand this error because a WFProfile is correctly sent in wfChildClusterPK, specifically 'PLP ARGENTINA.Export to Cube'. This Workflow does have an assigned entity, so I do not see what could be causing the error in this process. Dim pcProcessInfo As ProcessCubeProcessInfo = BRApi.DataQuality.Process.ExecuteProcessCube(si, wfChildClusterPk, StepClassificationTypes.ProcessCube, False) ' Summary: Business Rule error. DataQualityEventHandler. Unable to execute Business Rule 'DataQualityEventHandler'. Error processing Data Management Step 'CLEAR_PLP_WF'. Invalid parameter. Entity Filter, E#Root.WFProfileEntities. I am executing this process in another WFProfile because I want to create a complete workflow for everyone. However, the current process is the one causing this error.

Hi Everyone, I'm trying to use SQL with Onestream but don't know where to start , this is what l want to do in Onestream with SQL  create tables in Onestream, load data , modify data and keep them up-to-date. Demo will help me a lot.

Hi,is there an easy way to setup a workflow step to run a data management sequence?I have an existing data mng sequence and I'd like users to run it from a workflow profile.Thank you

Hi, everyone, We have a lot of confirmation rules assigned to workflow. Could you please advise is it possible to hide passed confirmation rules in order end user can see only failed/warning confirmation rules list?  

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, Need help! If we import the file using 'BRApi.Utilities.ExecuteFileHarvestBatch', I need to know what folder I need to look at under Batch folder. Not sure which field I need to look at in this table(StageArchivesInformation) to locate the right folder under Batch in OS. Any help will be appreciated. JC

Hey all, Since Onestream 6.6.0 there should be the option to trigger a Submit Workbook with VBA using SubmitSetXFFunctions. However, I can't get that to work. We're using Onestream 7.0 and the following VBA-code:   Sub SubmitWorkbookToOnestream() Set xfAddIn = Application.COMAddIns("OneStreamExcelAddIn") If Not xfAddIn Is Nothing Then If Not xfAddIn.Object Is Nothing Then Call xfAddIn.Object.SubmitSetXFFunctions End If End If End Sub    If I run this I get an 'Object doesn't support this property or method' error. What am I doing wrong?

Has anyone written a complex expression that takes a date as an input, and determines the period associated with the date, when periods are not based on calendar ends (for example, 4-4-5, or 5-4-4)?There doesn't appear to be a BRApi function for this, but perhaps I'm missing something. Absent a function, what techniques are recommended?Thanks!

Hi, this was already asked in an old post, but there was no solution given.Where is the Workflow Audit information (like the one in the picture) stored? For context, I know that Lock History information can be retrieved using the WorkflowLockHistory Data Adapter method, and it's also stored in the WorkflowLockHistory application table.However, I'm having trouble finding the Workflow Audit information that isn't part of the Lock History. Specifically, I'm looking for details on who performed each workflow step, which is displayed in the workflow audit window but not returned by the WorkflowStatus Data Adapter method. Can anyone provide guidance on where to find this information?

Hello,I am writing a SQL Query that references tables in different databases, one that exists in the External database (BI Blend) and one that exists in the Application database. I am having trouble setting up my data adapter to allow for pulling in both tables to perform a Union, as I need to specify the Database Location. Is this possible?

Hello,I'm trying a Derivative Rule where I've one source target account which needs to be mapped to an another account and combination of attributes, the idea is it should create new row for each account attribute, but as I'm using multiple attribute values at once it throwing me an error Please let me know what I'm missing out or what I'm doing wrong from the below expression.A#[56000]=[ABC]:A1#[ACC-*;FTM-*;BTSRR-*;BPR-*;BSC*;CON-*]

Hi Everyone, We recently migrated from 7.1.3 to 8.4 . after migrations, we are facing issue in Calcstatus- Consolidation from Bottom to Top ( Parent).   we tried to consolidated-calcstatus from beginning of the data to till now. But its not running properly or not showing value in parent level. after closing cubeview again its showing CN. is there anyone faced this issue and find the solutions?     

There are data management tasks scheduled, they are designed to extract OneStream data and load to external database. Some failed with below error messages, but they succeeded later on. Just wondering what could be the possible causes, I would appreciate if anyone could help me understand                

Hello, everyone, Could you please advise is it possible to see workflow status on each entity (if data was loaded or not, if there are any validation issues etc) in one report?