Workflow and Data Integration

We have recently upgraded to version 6.5 from 5.1. Our Power BI consultants want to try the REST API to pull data out from OneStream repositories. Anyone has done this before and knows what setup/configuration need to perform before using REST API? Thanks

Hi all,We are successfully uploading budget information in an excel template. This is a matrix load containing 12 periods of data. For each line the user can upload a textvalue. This is also working. However, the comment is uploaded to each month. However, if there is no data for a particular month (which can happen) the comments are aggregated. For example: I have data in 2024M4 and 2024M12 for the budget. It is a periodic budget. Now I have the comment 4 times in 2024M4 and 8 times in 2024M12. Is there a way in a matrix excel upload to upload the textvalue only for the last period?What else could I do to overcome this issue?With kind regards,Tim

We have deleted certain transformation rule under 1:1 and while deleting, my other colleague was also updating the same transformation rule group.All those rule are showing up in the validate step as an error even though they are deleted.Error - > "Unmapped items" and then ask me to assign even though they don't exist. How can i get rid of them ?  ( have tried extracting trx , in the extract file, it doesn't show up)

Copy pasting multiple rows / columns seems to auto transpose the values (turns rows into columns, and columns into rows). This is frustrating for end users who are trying to use the cube views to input their values.  Is there a fix for this?

When using cube views to input values, it seems that we are unable to copy paste % values. We must convert it to numerical values and only then does OS allow paste into the % input cells.  Is there a fix for this?

Hello there,As the title implicates, I am trying to cancel the current running workflow task through a Business Rule (Transformation EventHandler). My workflow is the ETL process (Import, Validate, Load), I wrote an event handler to catch all rejects from 'Transformation' and 'Validation' steps then updates the Transformation Rules to ByPass these rejects.My problem is the following: - After positioning myself on the event: BREventOperationType.Transformation.ValIntersect.FinalizeValidateIntersect, I execute a code that catches the validation rejects & updates the transformation rules accordingly. However, when I 'Revalidate/ReTransform' I get an error saying [ Workflow Unit already has a running task [ValidateTransformation - WP#TestWF.Import:S#Actual:T#2022M10], cannot start task [ValidateIntersections - WP#TestWF.Import:S#Actual:T#2022M10] until current task completes.]Is it possible to modify a task's status to 'Completed' so I can relaunch the validation a secon

How can I Certify even though one of the Import steps are not started? It's an Import, Validate and Load process.   

Hi Is there a function or table that I can look into to get the info about when and who Confirmed and Certified Workflows?Thank youPM

I am copying a scenario to scenario to rename it as the latest one, we are trying to delete the copied numbers to do the copy over again, but the copied numbers are not deleting and the numbers resides only at parent level, ran consolidation as well but numbers not deleting and it seems like some ghost data, need help on this on how to delete those numbers.The copy over was done using Data Management job.OSAdmin - Attached some screenshots for reference.

Is it possible to run a consolidation from Excel, is there a VBA that can do this?

Hello,Does OneStream allow recurring journals? 

The Formula for Calculation Drill Down will impact consolidation CubeViews are dumb datagrids and can only be displayed in the OneStream client. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

1. We have a very basic "standard entity workflow" with Import, Forms and Adjs.2. Local uses does his job and lock the workflow and the related entity assigned to that workflow. Fine..... And now we are lost.How the consolidator can post central adjs OwnerPostAdj? If we try to post the journal we receive:"Data validation error. Workflow Profile 'BlaBlaBla' is locked for 'Actual', '2023M4', 'AdjInput', and Workflow Channel 'Standard'."Is there a native configuration to enable "OwnerPostAdj" on a locked company?Or, if it is not a standard Onestream feature, are you aware of any a basic workaround to enable it ?Thanks in advanceMarcello

Hello,I was reading below thread and wanted to try that out. Unfortunately that didn't work which might be due to OneStream version:https://community.onestreamsoftware.com/t5/Office-Hours/Data-was-loaded-to-People-Planning-then-Loaded-into-the-cube/ta-p/1254What I wanna now is if there are any way to remove the loaded cube data from the workflow. The Clear button seems to only clear stage + workflow but not Cube.Above advice was quite interesting but it gives me following error:    

HiIs it possible to treat a dash/hyphen as a zero during a data import from a file?Thanks,Mark

In a DM Sequence with multiple DM steps (Data Import or consolidations) does the memory that each DM step consume will be released at the completion of each DM step OR it will be on hold till the completion of the DM sequence it is part of? 

Hi,I have a user requirement to drill back to NetSuite Web URL from OS Cubeviews.In the NetSuite Web Page there are selection drop downs to select the Account, Customs and Time Periods. Based on the selection, detailed data will be retrieved from NetSuite and displayed in the NetSuite Webpage.They would like to auto populate the NetSuite drop downs (Account, Customs and time) from the OS Stage data (Drill down data) and display the detailed data from NetSuite in the Webpage.I understand we can drill back to the Web URL, however is it possible to auto populate the NetSuite drop downs from OS Drill Back option? 

Can a Connection String for an external database server connection be modified directly in the OneStream UI to an existing OS Cloud implementation  -- without creating a Support Request to have it changed?  Likewise, can a new External Database Server connection string be created through the OneStream UI in an existing OS Cloud implementation?  Or does that also require a ticket?  I seem to remember that this ability to edit Cloud settings was added recently -- through a Solution? Or am I thinking of SIC?

Hi , Can I use 'AdjInput' when loading through the Import channel in a WF? If yes, what customization is required?  

What are all the options to send data from OneStream to another system?  In my use case, we would be pushing People Planning data from OneStream to Workday.  Thanks for any assistance!  

Hi,We are trying to automate the File-based Import data, Validate data, and Load data to the cube process using the business rule. So, could you please let me know how I can procced as I am new to the business rules in OneStream?Thanks

I have a DM job that imports data using WF.Even though there are intersection validation errors in the WF,Task activity status of the "Validate Intersection" task shows completed. It moves on to importing next period even with errors.Is this expected behavior and is there a setting to show intersection validation failures in Task activity status? 

Hello, I am new to OneStream and would like to know if it is possible to attach a file in the Certification step.  If yes, please provide me with the steps.

I have a 3 step Data Integration process which I need to automate,1. Extract OS data and push it to DB tables - DM Sequence2. Execute list of DB Stored Procedures3. Import data from DB to OS - DM SequenceI started with an Extender BR calling them using BRAPI.Utilities, but the execution of Stored Procedures itself will take 6-8 hours and the DM Sequence time out before even SP completes.Appreciate suggestions to automate this process. 

We are currently on version 6.6. We use LogonAndOpenApplication via Powershell to login and run DM jobs. But after enabling SSO, the call doesn't work and gives error "Error processing External Provider Sign Ininformation" I can see at below post that it would work in 7.2, but was wondering if anything can be used in 6.6https://community.onestreamsoftware.com/t5/Platform/Excel-Add-In-Macro-VBA-function-Add-Ability-to-Pass-SSO-Token/idi-p/5457