Workflow and Data Integration

Hi All,Setting up the context for the question:I am trying to load the data via 3 different import channels (chan1, chan2, chan3) in a same WF.2 of the import channels (chan2, chan3) are for the sales data load and 1 (chan1) is used to load the historical data for those entities in the similar data unit.  Basically, data from chan1 has data units that is shared between chan2 and chan3. I enabled the overlapped sibling settings to merge the data from (chan1 and chan2) and also for (chan1 and chan3).  The issue I am facing is as soon I load chan1 after loading chan2 & 3, the import channel status for 2 and 3 goes to LOAD CUBE from PROCESS CUBE. If I reprocess the chan2, the status for both chan1 and chan3 gets changes to LOAD CUBE despite of the fact that chan2 and chan 3 have different data units (Both of these channels are hitting different sets of accounts)?Has anyone faced this issue in the application? If yes, please guide me to freeze the status of

Hi OS experts,  I want to exclude a base entity - as it must not be affected by the derivative - from its parent for the purpose of this derivative. All entity under a specific parent (ie TDM)  must be part of the derivative expression but excluding one base entity. Anyone knows how I can achieve this? This is my derivative expression ->  

Has anyone used or familiar with OneStream SAP Connector. Need confirmation on couple of questionsIs it SAP certified?Can it connect to SAP On-Premise (with OneStream On Cloud) ? If so what config are needed? Do we need VPN connection? Thanks,Sachin

Hi,We are trying to automate the Workflow to import, Validate, and Load data to the cube using the Business rule. Please let us know how to proceed as I am new to Business rules. Thank you.

Workflow, journals Hi all, So our client wants the end users to be able to create journals but not post them. Group finance team will review and approve and post all the journals created. I think the security bit can be done using the workflow profile settings. The question is: Is there a way for the group finance users to see all the journals created by end users and go through them instead of navigating to every workflow to approve the journals. Is there a way to do this? Thanks

Hi,We are facing one issue where if we pass periodic entry then the next month it is automatically passing a negative amount of the same value but I need it to be zero only.Example-March =10000 (loaded at view periodic)April= -10000 (should be 0)Can anyone help me how to resolve this?

Dear community,  We build an Excel import template (XFDRange) for our client's planning process.  We understand it is possible to load Text Value into Stage; however, we need to retrieve the comments in a cube view for an overview, so the comments need to be stored in the cube. Currently, we set two different columns for the View dimension, one for Periodic view to import the data and the other for Annotation to import text.    We saw there were some similar questions raised in the community, but solutions are not applicable to our case.  Hoping to get some more suggestions regarding this!   Thank you in advance! 

Hi,Two questions related to XFSet Cell:1. Is there any audit trail to see who entered data via XF Set Cell?2. Is there any functionality where we can restrict specific users from entering data just into XFSetCell but allow them to enter data via other modes like Forms, etc.?

HI All,We are using Control m to trigger DM Sequence in OneStream with API call; we are able to trigger the job without any issues but now the issue is we are unable get response from OneStream to know whether DM sequence completed successfully or failed.Do you know the API, designed to provide success or failure?Thanks in advance.Thanks,Sandeep  

Hello All, We had to make changes to our 2022 (Prior period) data as we identified some issues with it. We cleared the data and tried reloading a bulk file with Full year 2022 data (Split Quarterly). Previously, We used to batch import data in one period (E.g. March), all the other quarter end months would automatically get a green tick and show data for that period in staging table.This time when we loaded numbers to March (data included periods M3,M6,M9,M12 for 2022), we can only see the data in March (M3), we are not able to see data in other periods. Please find the below snap for  reference.   Any help would be appreciated.

Hi,I have an Excel template file to import via the stage. This Excel is using a matrix-style for the values (time in columns) and also one column with a text commentary.As I have to change the view to “Annotation” in order to import a text value, I was thinking about duplicating the rows by a derivative rule and change the view in that rule. The outcome shows the duplicated rows, but these are missing the text value. So this approch is not working.I also tried to duplicate one time column and use a parser rule to change the view. Doing so, I would need to identify, which time period I am in during pasing, as otherwise all rows are changed.Any ideas about that?Regards,Tobias

Has anyone used BouncyCastle succesfully for PGP decryption? If so, would you mind sharing your BR?Thank you!  

Hi All,  i am presenting to you a situation to understand if what we are trying to do is feasible.We are currently defining the transformation rules for a Client and these rules are quite complex, including composite logics (multi dimensional) and ranges and lists and masks. Based on our tentatives it seems that composite rules only accept masks as type of mapping apart from single code mapping. is there a way to use Ranges and Lists in composite mappings?I.E. A#[40610047;40610099;40620001]:U5#[??1000????;??1001????;??1002????;??1003????;??1004????;??1005????;??1006????;??1007????;??1008????] Thanks a lotMarco

Hello,Can someone please guide me to any useful document or link on Smart Integration Connector ? BR,Avijit

Hello,The data I am loading have a lot of wrong account/IC combinations and my load fails because of those.I want to create an expression rule to say:if the 'Is IC Account' property for target account in OneStream is not set to True; then map to IC#NoneElseDo normal mappings.Any help appreciated

Hi,I have an import step in a workflow profile, using a connector data source.For the current Scenario/Year there is no data. This is causing an error when I run Load and Transform.I know I can manually set the step to "Completed" using the complete workflow button, but is there a way to set the import step so that the Load and Transform does no fail in the first place when there is no data?Thank you

You can use Excel Import Templates to load data into OneStream via a Workflow Question Credit: Parker Laabs 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

Has anyone ever seen odd results from a user canceling a Forced consolidation, and subsequently running a normal consolidation?  A later Forced consolidation seemed to have cleared up the issue.  I maybe on a wrong path to what happened, but that's the best I can figure that happened.  

Hi experts, I have a group of GL accounts that I need to map to either an expense / revenue based on the sum of the balances.I thought this would be easy enough with a derivative rule; first create an interim rule to aggregate the accounts and then create a final rule to check if the balance is greater / less than 0.Finally, I have used the final derivative rule in my target account mapping.But, this is not quite working as expected.It seems to just add the negative balances of the individual GL accounts under the "_N" rule and the positive balances under "_P" rule, therefore both my expense and revenue account in OS ends with a balance.Could you please suggest what I am doing wrong?Regards,S  

When using drill down to drill from a periodic value back to a connector business rule on a scenario that was loaded as YTD, is there any way to show the "Load Results from Imported Cell" as Periodic instead of YTD?  I would expect the drilldown to keep the same view.   

When I import Journal template via excel Journal name adds workflow,scenario and time to it. Is there way that it does not get added. see screen shot below for reference. 

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to: