Workflow and Data Integration

Hello,We are currently building our workflows and don't understand the difference between pre-process and process. we have forms built out and we hit save to send the data through so I'm not understanding why they are needed and what is the difference? We have a process button at import as well so why would we have to pre-process in the review/form step of our workflow.  

I know we can use the Matrix setting in our Data Sources to import data where time periods are in the columns (i.e. M1, M2, M3, M4, M5 M6 etc.).Is anyone out there aware of a way to extract data out of OS in the same type of format (time periods in columns); either by way of a DM step or any other way?

In the prior version of onestream we had configured AAD authentication, and we had a service principal that would be used to process REST API requests (aka the onestream "web api").  This service principal was simply to make all the requests for gettting data (cubeviews, adapters). However since we upgraded to 7.1, the REST API has stopped working.  Whenever we present the onestream-web-api with the access token from AAD, it simply generates a bogus error: No Supported Authorization Provider Configured.   The reason the error seems bogus is because the AAD authentication provider is working for all interactive users.  It is only this particular AAD service principal that fails (the one associated with this REST api). We noticed that the release notes for 7.1.0 says: Microsoft is ending support for Azure Active Directory Authentication Library (ADAL) in December 2022. As a result, we have migrated to the Microsoft Authentication Library (MSAL) for authentication

Hi I have a dashboard that executes an Import > Validate > Process using a business rule.In my workflow I am currently using Workspace, Import, Validate, Process, Confirm:I would like to just use Workspace, Confirm, but it gives me the following error: "Cannot execute step because the specified step classification doesn't exist for the workflow profile." Is there anyway around this? Thanks,Mark

OneStream V7.0.1We have a Data Source that takes data file that has 12 data columns Oct ... Sep.The year for the data in the 12 data columns is a field "Fiscal Year", the first column of the data file.We have a Parser BR that is called on each of the 12 data columns that looks at the first field in each record to get the year and concatenates that with the M<number> month for each month column to give the correct Time dimension member in which to store the data.  e.g. 2023M1The problem is we're getting the row header "Fiscal Year" instead of the year value in the record, so the string being returned looks like Fiscal YearM1How do we get the year data from the first column instead of the column header? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object Dim fiscalYear As String() = {"Oct","Nov","Dec""Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep"}

Hello- I'm trying to load Headcount into our Finance model as a statistic. The table has no not data fields, just people records and emp ID. When I try to put a "static value" override of 1.00 in the "Amount" source dimension, I get an error stating no data records were found. Any help on how I can load # of records to the "Amount" in the Data Source? This is a Rest API connection to UKGThank You!

Hi, We are trying to setup REST API by following the OS documentation. Here we are using Azure as external authentication provider. We are able to get the token successfully, but passing back to the OS fails. Please advise on how to resolve this. Below the error message in Postman, "Error processing External Provider Sign In information. Token Validation Failed. IDX10214: Audience validation failed. Audiences: '00000002-0000-0000-c000-000000000000'. Did not match: validationParameters.ValidAudience: '3ace3d44-xxxxxxxxxxx-2651d589213e' or validationParameters.ValidAudiences: 'null'"

Every dimension needs to be defined in each Data Source created. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

We are creating a Dashboard for data integration and to execute consolidations (our process is multi step) ... We are wondering the following:Is there a Dashboard template out there for download so we dont have to build from scratch?Can animated .GIF be utilized in a dashboard or just static images?

What is the best approach to point to a different field in a Direct Connection Data Source. I am familiar with importing both local and USD currency (not using translation) by selecting the appropriate columns in a Delimited File, and this has worked fine in the past. I am now trying to do the same in Direct Connection to a Data Source. I tried using the Set and Get Global Variable as shown below, but the results are not as expected. For example I am expecting a USD value of 15482.72 and it is returning 22.61, this value is not even close in the set of data rows returned by the SQL query. Here is the complex expression I have in the Amount Field:And in the Functional Functional currency field I have the following complex expression: Any help is greatly appreciated. 

Hello,I was wondering if it's possible to change the workflow year to show FY20XX instead of just 20XX. In our legacy system we used FY20XX as our current year and we would like to continue with that style. I cannot seem to find a spot where to change it but I've seen images of other workflows with the year showing FY20XX. Thanks, Will

Hello Everyone,    Is there a way to force the composite expression to run before the One To One Rules ?  i am trying to run a complex expression to override values coming from the Source Data. but the One To One Mapping is triggering the mapping, what i want to Select all BS accounts from source based on the Target mapping , and import UD2 as a None Value . Instead what is happening is that all the BS accounts with UD2 value are being Mapped based on the One To One mapping i did for the PL Accounts. and i only want the PL accounts to have a UD2 Value.      

I'm trying to load a file that has data in multiple columns like below.I have created the data source with a Data Type as Matrix DataKey and created source Time Dimensions for 12 months as stated in the screenshot. But when I try to load the data, I get the below error every time. I have already created transformation rules for Scenario and time as below and not sure what else I'm missing here. Can someone please help with this one?Error Message: Thanks...!!!

Hello, I am getting this error when trying to access FileShare under FileExplorer:   The path is not of a legal form. .Source code: WcfRetryManager.cs, line 299, method ExecuteRetries..Source code: WcfRetryManager.cs, line 369, method ExecuteRetriesStartingWithPreferredAppServerIndex..Source code: WcfRetryManager.cs, line 497, method TryExecuteAction..Source code: FileSystemWcf.cs, line 198, method EnumFoldersInFolder..Source code: FileSystemWcf.cs, line 853, method GetFolder..Source code: FileSystemOS.cs, line 185, method GetFolder.The path is not of a legal form.   Has anyone encountered this error previously? To me it seems like an application error but I am not sure where I can check further. Thank you.

SourceA10000_0TargetA10000How can we achieve it in different ways?1. Connector SQL query -> Using this in the sql query Select left(Account, len(Account)-2) leaves blank rows in the import step.2. Data Source ?     2.a. Logical expression             Return args.Value.Replace("_0", String.Empty) - This works fine.     2.b. What about Text Fill settings or Substitution settings?3. Transformation Rule ? 

    Base entities can be assigned to more than one Base Input Workflow. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I'm loading a Fixed Width data file to Stage for Transaction matching. This file has:HEADER record that has the transaction_date in it.multiple DETAIL records with transaction type and amounts (but no dates).TRAILER record (Ignore for this sample)Goal - Load the DATE from header record on every detail record.Sample FileHDR01122023DTL0088351000000572975A000000018DTL0088351000000123456A000000018TRL000000What I want to load into OneStreamRecord_1:Date: 01122023Tran Type:  100Amount: 572975Record_2:Date: 01122023Tran Type:  100Amount:  123456 

Hello - we would like to move specific Forms and Adj data from one application to another - data are extracted via Data Export in DM, does anyone have an example of the Extensibility Rule (BRApi.Finance.Data.SetDataCellsUsingUsingCsvFile) to load the extract data? Many thanks - Wei

Hi, I have a data management step/data management sequence that use member dialog parameters, which means users are prompted for the parameters selection when running them. I have attached the data management sequence to a Pre-process step of a workflow (via calculation definition, setting the filter value equal to the data management sequence name and using a DataQualityEventHandler rule). However, when running the Pre-process step the data management sequence runs using the default values for the parameters and users are not prompted for the parameters selection. How do I make so that users are prompted for the parameters selection when running the Pre-process step?

Is anyone else seeing errors when compiling BRs that Imports the WinSCP assembly after the upgrades were applied today?Seeing this when compiling:1) Error at line 69: Reference required to assembly 'netstandard, Version=2.0.0.0, Culture=neutral, PublicKeyToken=cc7b13ffcd2ddd51' containing the type '[Object]'. Add one to your project. 

Workflow Profiles can only have dependencies through a Parent/Child hierarchy. Question Credit: Eric Osmanski Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I have Import/validate/Load workflow.After the validation step , I want to run a business rule that can do the following -1. Sum up the amount for all records with the same Product code in the transformed table.2. Check if SUM = 0 for individual product code.3. If step2 is validated for all product code , then proceed for LOAD step, else error out.PS- I know this can be achieved via a confirmation rule but i want to validate before loading to the cube.One idea that i thought is to execute a validation in the transformation rule but that validation limits to record by record whereas I am looking for validation post all transformation.Thanks! 

We created Extensibility BRs that leverage WIN SCP commands to send data from OneStream to an internal directory using an SFTP connection setup with OneStream.  The data files are being received with a .filepart extension.  We were able to get the .filepart feature disabled in our OneStream environment; however, the csv files are continuing to be received with the additional .filepart extension.  Any suggestions on how to eliminate .filepart extension when files are sent / received?

With SQL Connector as Data Source, can we automate to Import, Validate and Load multi period and multiyear data (Ex: Jan 2023 till Jan 2026) in such a way the Import, Validate and Load occurs one period after the other sequentially?Query execution times are much lesser when pulling one period at a time Vs pulling ALL 36 periods together, so I want to explore this option.   

I am trying uploading a .csv file but i am getting transformation errors. In the source file the 3 rows are blank. How should I set the criteria value text anywhere within a line that triggers the lines to be bypass