Workflow and Data Integration

Hi Guys, We are upgraded to V8 and now need to update our integration to SAP BW as well. As of now, the ERPConnectStandard20.dll has added in the assembly folder under the gateway server folder. And per the SIC guide, only the smart integration function business rule can used to call ERPConnect function, so we believe the steps should be: 1)Build smart integration function business rule to extract data from SAP BW 2)Using connector business rule to call the above function for processing in the Import step But we didn't found any sample for this. Appreciate if any input or sample code on this. Thanks,  

Hi Team, In Scenario 1, we are having an input upload form and in Scenario 2 we are having another input upload form. Both the forms are attached to the different form templates.  The input form of Scenario 1 is  getting uploaded in Scenario 2 as well. How to restrict the input form upload based on the scenario.  

Hi, I want to display all the data sources of each dimension. Tried to retrieve from ParserDimensionAttributes table, but not sure what is AttributeIndex, From which table I can get the attribute index value? Please help with this query/ Thanks, Manju Komara

I need to run consolidation from WF using the calculation definition upto the immediate parent of each entity level WF. what would the step to do that?

Hi everyone,                   I want some help in workflow.anybody knows how to get warning action during importing of data in workflow using conformation rules.If someone know please help me.                  Otherwise,you can tell any alternative method to achive this case like through the business rule(parser).The business rule should give the warning message at workflow import process(first step of loading data) and the importing process should me continued,not to be breaked.i.e)soft validating......we want warning action not error action.Thank you.

I have activated attributs in my connector and tied them to columns. However, they do not appear in my stage and my vStageSourceAndTargetDataWithAttributes is empty. Is there any additional setting that should be activated in order to get the attributes active in stage?

Hi team, Is there a way, perhaps using channels, to input a journal entry after certifying a workflow? 1 - This workflow is designed to import data, perform data checks after processing, etc. There is one workflow like this for each entity. USA is an entity assigned to this workflow. If I remove it from the workflow entity assignment, the journal posting will work, but i want to keep it there if possible for now.   2 - Then, users can create journals to post adjustments for any entity. However, attempting to post an adjustment for the USA entity will fail due to its certification status. An error message will appear: "Data validation error. The parent Workflow Profile 'USA' is certified." Thanks.          

We have created a CubeView to enter Fcst data into it.  We have created WF's per region (UD4).  When I assign the entity to a WF, I get this error message.  When I remove the entity (not assigned to any WF's) I don't get the error message.  Is there a way to assign the Entity so I can have the Entity closed via certification and leverage it in the Calc Definitions.  In our world we have planners that have regions that are spread across different entities so we plan by region/UD4 and not Entity but I still want to leverage WF capabilities to close out updates via certification.  I thought the setting - 'Load Overlapping Siblings' but that did not work. Result is that I don't have any entities assigned to any Fcst WF's.  Not ideal.  

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,      

Hello,  I am currently on version 8 of OS and I am looking for a way to extract loaded journal entries. Is there a way to do so? Thank you

Hi - Is there a way to export multiple trx at once? And where it would indicate which Account Dimension Transformation Rule it came from?

Hi  Can I please get the working example of workflow automation using  BRAPi.Utilities.ExecuteFileHarvestBatch function. My workflow works fine manually, and it is connector based. And I wanted to automate using ExecuteFileHarvestBatch.   Thanks, Manju K

I am using an Event Handler to manipulate loaded data before it gets saved to the staging area table. More specifically, I am duplicating some rows while adding new logic to the dimensions (I know it is not recommended but it is done in a controlled fashion). Derivative rules won't do the trick for me and they are very time consumingAfter multiple tests, I found that data gets stored in 'SourceStageData' app table only after operation 'WriteTransformedData' or before 'SummarizeTransformedData'. Which is a bit too late for my case ...  - My attempt: When I try to manipulate data stored in the 'SourceStageData' table, I can visualize the derivated rows in the 'Import' step Interface ! However, when I move the 'validate' step, they are not processed for transformation (even though all columns are valid, even 'Ri' column which is unique has a NewGuid inserted). This is what led me to the guess below     - My guess would be: Loaded data rows are stored in memory and processed

Hi Community,  does anyone have a list of special characters that OneStream does not allow to be used in passwords for service accounts used for direct connections?    Thank you

Hi, I am trying to run an elimination export where I am trying to pull data for elimination  under a hierarchy. If I am leaving the parent pov blank- I get the below error. Error processing Data Management Step 'Test'.Error processing data. The item was not found. Entity, Parent, -1. What should I do to dynamically pull elimination for a hierarchy.

Originally posted by Chul Smith4/27/2020 How can I prevent workflows from being closed?

We have a TransformationEventHandler that adds missing members that is kicked off by the  Select Case args.OperationName Case Is = BREventOperationType.Transformation.ParseAndTrans.ProcessTransformationRules 'Suspense Invalid Members If suspenseInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) 'Create Invalid Members If createInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) End Select Our security profile assigns different groups to each workflow's execution group. This prevents users in one entity from seeing or executing workflows for another entity. When a user in an execution group tries to import or retransform data, they get the following error: Unable to execute Business Rule 'TransformationEventHandler'. Security Access Error. User is not authorized to access workflow profile. We can avoid this error by setting the ManageWorkflowProfile security role to the same group

Hello,I have a dashboard on a workflow and the profile name is Workspace, Certify. I would like to be able to batch certify this node but I cannot because I believe the system is expecting me to manually Complete the Workspace first. Does anyone know if it is possible to either auto complete the dashboard workspace or not have to complete the workspace.I am able to batch certify once all of the node have been manually completed. Thanks!Laura

Hi All -  I have a requirement to automate the data load from ERP to OS every couple of hours and it is an On-Prem ERP.  My below is my approach. 1. I was able to integrate the ERP to OS using the Smart Integration Connector. - Completed.2. I am thinking that If I can Invoke the connector rule in the extender rule then I can schedule using the DM. Does that work ? Can I call the Connector rule ? if not any other approach available ?Please Suggest.Thanks. 

Hi All, Can someone explain to me how the StageLoadToFinanceResult table could be empty?  It's my understanding this table gets populated after each load and it's what OS uses to determine what to clear out prior to reloading data from the same workflow.  I am looking at an application with no data in this table which is baffling to me even after performing a load.  Can someone provide an obvious answer to this....perhaps I am not thinking of something obvious. Thx,Mike

Thought I would share this from one of our Distinguished Architects: Although uncommon, but occasionally happens: Someone closed the workflows! This usually happens during or just after end user training. You’re probably wondering ‘how do people do this when it’s not something we show them?’. Your guess is as good as mine especially since a dialog box opens to ask them if they’re sure they want to close the workflows. So then the next questions are: How do I re-open them? Who closed them? Can I prevent it from happening in the future?   Answers: Go to the top workflow for the scenario and year that was closed and you should see Open WF (step 3).         To find out who closed the WF, you select the cube root WF in OnePlace for the specific scenario and year that was closed. Then in the right window, right click and click Audit (your menu might be slightly different from mine).         In the pop up window, expand Manage Workflow

Hi Everyone. How do I add an entity to this section of a workflow profile?  

Hello, I am a new OneStream admin and I was wondering if it was possible to set up a business rule that would send an email to recipients when someone has processed a cube. The end goal would be to alert the team that changes have been made the the financials.   Thanks!

I'm trying to load plan data into a range scenario that spans across 2 years. While the workflow view year is 2024, the range is set from 2024M1-2028M12, so the expected result would be that the load can occur for the 2024 and 2025 data that is being loaded in this import step. Is that hypothesis true?  The primary question is: What is the difference between workflow view year and workflow range? Additionally there is an icon in the workflow that "cannot import data to time periods 'AFTER' the workflow view year [2024] (see below).  In the application properties, there is a setting that allows loads after workflow view year.  When this is set to true, the icon goes away and data can be loaded to both years. We are trying to avoid flipping this switch to keep users from accessing any time periods not within the range. 

hi folks!  I'm seeking advice on overcoming the obstacle of exporting data from an Operating System (OS) to make it accessible for a Business Intelligence (BI) solution. Currently, my goal is to export data into a STAR schema within an external database. While I know this task is achievable, I'm curious to learn if anyone has leveraged the OneStream WebAPI or any other innovative methods to retrieve data instead. Would appreciate insights or experiences shared on this matter! Cheers Frank