Workflow and Data Integration

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help

Originally posted by Andrea Tout 2/7/2020 Has anyone ever had to check what the user's response is to a certification question and not allow them to certify based on that?

Hi, we are currently in the process of Finalizing a Data integration process (via connector) between some temporary staging tables created in the Onestream application (on cloud), but when i try to perform the final step to load the data, the system always returns me the message that allof the rows i'm importing are NON-NUMERIC. Obviously that's not the case. the source table amount column is a numeric format and the amount field in the source field is being mapped to the Amount field in the data source.  Did Anyone experience this?Thanks

We have a workflow that uses Data Management Export Sequence to load the data. Manually we are loading the data fine but I'm looking for any options to automate this process.I have an example if the workflow uses a connector business rule but not sure on the Data Management Export Sequence. If anyone can help, it would be great...!!!

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

Hello experts,What is the impact of changing assigned entities from one workflow profile to another workflow profile (both being (base input type).Will there be any impact on prior data loads? Are there any other areas we should be careful with this change?Example:Entity A,B and C are assigned to a single workflow profile - WF1 and loaded via WF1.Import. Now, we'd like to divide them further for future loads by creating new smaller workflow profiles such that: WF1 will be stripped of all assigned entities & WF1.Import can be changed to a Central Import type for Entity A, B and C.Entity A is assigned to & loaded by WF2 (new WF created)Entity B is assigned to & loaded by WF3 (new WF created)Entity C is assigned to & loaded by WF4 (new WF created) Thanks,  

Hi,Are there any suggestions regarding best practices to store encryption key passphrases and SFTP passwords in OneStream, for usage by integrations ? How should those be stored ? We are using cloud version of OneStream.BR,Avijit

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

How To Revert Completed Workflow and All Forms at a One-time for all workflow profiles.

I wanted to know if we have two or more Import sequence in a workflow(one for manual load ,other for direct Connect) and and we dont complete one of the import sequence - can we still lock the WF as a whole and have the green check mark?

Hello all,After entering the data in excel add in, unable to refresh the data, excel page showing blank only, please help me on this issue.

We are using Datalake as a centralized repository for raw data coming from D365, the goal is to integrate Datalake with Onestream directly but we are running into a "NO_BROWSETTABLE set to OFF" error. Our DEV team can stand up an azure sql server and write the data to that server....Doable but not ideal. How are you all setting up Integrations with non-odbc connections?

I am building a data adaptor for journal entry information using  command type: Methodmethod type:journalforworkflowunit query:{Cons}{Actual}{2022M9}{All}{JournalStatus='Posted' and UD7name='CONS_ADJ'} i would like to be able to pull multiple months of journal but it seems that the query only accepts single month values as the third filter. it there a way to pull all months prior to and including my filter) like 2022M9.allpriorinyear

Originally posted by Andrea Tout7/2/2019 Has anyone ever had a data source that is two columns for the amount and they have to be added together in the file *-1? 

We seed actuals into the monthly forecast, but headcount isn’t pulling over and we’d like it to for reporting. I found where the business rule is for this process and can see it is currently set up to just pull Income Statement accounts.  I just don’t know how to update/change it to include headcount (our headcount is a statistical account).  

Hi Has anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always: I understand that this is because a single step in the workflow name can actually represet multiple steps (which are included in the TotalStepCount), but I think this is context dependant - i.e. varies depeding on the other steps in the workflow. Does anybody have a way of seeing exactly which workflow(name) steps are being counted in the TotalStepCount field?

I have currently set up a new data source and associated transformation rules (and allocated to the appropriate workflow). Data importing is correctly working for 2022 time period, however I am getting the following error in any other time period......I have got the Scenario as 'Current Datakey' and Time as matrix datakey in my columnsSummary: No valid DataKeys (Scenario / Time) found in data source.  Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. Any ideas? I am assuming this might be one simple setting change somewhere 

Hello,is there a way to grant access to unlock WFs by scenario. for e.g. we need the FPA team to be able to unlock budget WFs and the consolidation team to unlock actual scenarios. Currently, they both have access to unlock all WFs.Thanks for your help. Hadi 

Hello OS Team,I am testing a few things in the latest version 7.4.1 and noticed something changes from 7.3 but was not mentioned in the release note - so just want to double check in case I missed something:For this Import step, I don't have anything configured in "Calculation Definition", in 7.3 I am able to Load and Process cube without any error, however in 7.4 - the "Load And Process Cube" only did the "Load" and when clicked on "Process Cube", I am seeing the following error.I actually like this change - could you please let me know whether this is indeed one of the changes in 7.4?Many thanksWei

Hi,Is there a report to check how data was entered into OneStream i.e. through Forms or Imports ? We are using cloud version of OneStream.Regards,Avijit

If you encounter an Amount field that has spaces as the thousands separator AND includes a DR/CR indicator (e.g. 12 345 678 D) then you'll need this to parse the value: Dim strRawAmount As String = api.Parser.DelimitedParsedValues(4) ' Zero-based and adjust for your columns! '----------------------------------------------------------------------------- ' If not empty then remove space separator and interpret D/C indicators If Not String.IsNullOrEmpty(strRawAmount) Then Dim strAmount As String = strRawAmount.Replace(" ", "") ' 12 345 678 D becomes 12345678D Dim strDRCR As String = Right(strAmount, 1) ' D or C on end of string? Dim dAmount As Decimal = Left(strAmount, len(strAmount) - 1).XFConvertToDecimal ' Strip D or C and convert to Decimal '----------------------------------------------------------------------------- ' Did conversion to Decimal work? If IsNumeric(dAmount) Then '

Hi All, We have 8 sibling Import workflows under one parent(Base Input Type Parent). We have one entity that's being used to load data in all 8 import workflows. Because we have good volume of data and multiple users loading the data to each workflow, whenever someone try to load the file through any workflow it is processing Load Cube for all remaining workflows as well and this process taking long time. It seems to be expected behavior of workflow design but Is there any recommendations that I can try to reduce the processing time ? Any suggestions would be much appreciated.Thank you. 

We are loading files into OS that have substantial amount of data, for some reason I am able to import the file but upon validating, I do not see any kicks out or any error, the validate tab stays the same and Load tab remains greyed out. I am unable to load the  cube. Anyone else experienced this before?Thanks GSJ 

I am looking for an option to read the parsed Excel file XFD range and check if it contains any #Value! cells. I am able to find a point in TransformationEventHandler business rule to capture the parsed data (TransformerObject.Parser.DelimitedParsedValues), but it's not giving all parsed data every time and giving only few lines sometime.Can you please suggest some solution to validate Excel file XFD range before loading it into cube.Also where can I find the details of the classes in OneStream specifically for OneStream.Shared.Engine.StageRangeContent