Workflow and Data Integration

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,  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? 

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; 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

I have an Import Profile Type that includes a Workspace, Import, Validate, Process Workflow Name. The Workspace step uses a Dashboard that contains a SQL Table Editor component.  The table does not allow updates. When I run the same Dashboard from the Dashboards editor it allows updates.  I've also tried using a Forms Profile Type instead of an Import Profile Type and that allows updates too.   It must be something with the Import Profile Typet that is preventing the updates.  Is there a setting that I can change to allow updates in the Import Profile type?  

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.

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    

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     

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?

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.

Currently, we have a manual process that involves a user running a Load and Transform that uses a data source with a DM Sequence as its source. That sequence uses the |WFScenario| parameter. This all works great until we try to schedule it. I pass the scenario and the time in with a parameter at the Sequence level. The first step takes this parameter (e.g., Scenario=BudgetFinal) and creates a trigger file in the Batch folder and runs ExecuteFileHarvestBatch. The correct workflow executes but appears to be pulling its data (via that first DM Sequence/Data Source using WFScenario) from my current, user WF/POV. I've tested this by navigating to correct WF/Scenario, then running the DM job I want to schedule and the data successfully imports. If I then navigate to a different scenario and run the same DM job again, the import fails with the error that there is no data. I would expect the WFScenario parameter to use the scenario of the WF that is specifically calling the parameter but that

 I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.

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.

Dear community, I'm creating a very simple balanced journal template, with the exception that this journal will have to use "alternative input currency" flows. For that, I have set 2 flows like below : Input_USD : Input_CNY (chinese yuan):   My journal is of "balanced" type. However, I have input done in both USD and Chinese Yuan and the Journal doesn't seem to care ? In the exemple below, I have 20 USD booked, and 20 CNY booked, and OneStream considers the journal posting as "balanced" : Am I missing something ? Regards,      

Hi,We have a workflow as below - contains multiple 'Import' workflow profiles.  We want to be able to lock 'IFRS16' without locking 'ImportAX', 'RevenueImport'.  Lock after Certify is activated.  When selecting IFRS16, Lock, all 'import' profiles are getting locked.  Do we need Workflow Channels or split the Workflow and keep IFRS16 separate ?  Thanks for your advice. HildeWhen selecting Lock with IFRS16 highlighted :   

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. 

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.

Hi All,  Need assistance in posting a journal to eliminate the difference.  I tried posting a journal using reporting currency (ZAR) to eliminate the difference, but it's not going through. The translation should be periodic.    Anyone have any idea what I'm missing?  

I am setting up a Workflow with a SQL connector data source. I need to be able select a range of periods (start and end period) within the SQL query to extract the balances for multiple periods and load the same to OS cube. Users should have a provision to select the start and end periods and the SQL query should run dynamically based on those periods. Workflow should be executed to import and load the data to the multi periods selected at one time (not needing to run one by one period).I am new to OS. Appreciate suggestions and recommendations to implement this requirement in OS.   

I am trying to connect to a OneStream Cloud environment for which the REST API has been enabled and tested by OneStream Support.I am working in PostMan and following the REST API guide at System Guides > REST API Implementation > REST API Overview > Authentication, but i am hitting an error "One or more required parameters are missing."I can retrieve the AzureAD token fine, but when I then try and use it to authenticate with OneStream (expecting the SI to use later on), I get the above error message returned (along with a HTTP/400 Bad Request).As far as I can see I am not missing any Parameters as per that section of the REST API Guide.The POST request is to:https://xxxx.onestreamcloud.com/onestreamapi/api/authentication/logon?api-version=7.2.0Params: api-version=7.20Authorization: Bearer Token returned from Azure AD (via a PostMan variable)Content-Type: application/jsonBody: BaseWebServerURL: https://xxxx.onestreamcloud.com/onestre

Hi all, I am currently working on the transformation rules for my client. Because of our client needs, I would need to duplicate the data from one source account into two OS target accounts (same functionality as Logic Groups in FDM).  Is there a similar functionality in OS? Thank you 

Hi, We are using an application called Certent Disclosure Management (CDM) as part of our consolidation and close process for external reporting. For this we have built links between CDM and cube views to extract data. My question is, is it also possible to link to a spreadsheet held somewhere in the application? We have EUC's that have to be sent to CDM which contain data not available in OneStream. For this we use a SFTP 'pipe'. I was wondering whether if we held the files in OneStream would it be possible to transfer that data to CDM in much the same way as we do with data in Cube Views? The answer is probably 'no', but I just wanted to ask the question. Thanks

Hi all,  In my delimited upload file (trail balance) there are two columns that include amounts: beginning balance and the sum of periodic movements. The sum of the two is the number I want uploaded in the import stage.  Is there a way to make OneStream add an additional calculated column (source dimension) to the datasource with the sum of the two columns (so prior to transformation / validate / process)?  Any help would be much appreciated!