Workflow and Data Integration

Hello, Has anyone used the DataManagementEventHandler business rule before and identified the CalculationType of the DM (i.e. Force Calculate, Consolidate...)? And also the Data Unit and the POV of the DM? Colud anyone share an example? Thanks in advance,

Hello,I'am newly at OneStream and now I have a requirement from a client:- They want to import, automatically, files that will be data source of a Workflow Profile = import;1. Those files are on FTP (FTP connection), that means that I need to add on the current application server, a connector type = gateway, right?  Also, what I need to define on the connection string?2. Then I need to create a BR for the connector;3. Since the files are "delimited files", so on the Data Sources menu, I need to create a new Data source - delimited file and map the columns to the correspondent dimensions that exists in OneStream right? Also, on the connector setting option, I need to assign the delimited file to the BR connector that I created previously, right?   4. On the Workflow Profile, I will assign it to the new delimited file. Are these the correct steps?Thank you all.Ricardo  

Hello,Currently a brand new customer and I was wondering if there's a way to automate currency loads from a SQL table to load into OneStream? We were told there was a way, but our consultants are telling us its not possible?Can it be done through a Workflow using Data Manager? Thanks,Will

When trying to update another user's workflow view within OS, I'm seeing the following error. Replacing the current file with an updated xml works but I would like to avoid that if possible. Any ideas?    

Hi All,I have been trying to understand the process to setup On-Prem Oracle DB connection in OneStream Cloud to export data from cube. Is there a document that you guys can point to? The doc I found didn't help much as it seems it is for On-Prem OneStream version. Thanks in advance,Mikki

Please let me know what you have done to pass a dashboard parameter to a data unit filter e.g. Entity on a Data Management step.   For example, if we have a dashboard parameter |!Selected_Entity!| which stores the entity member selected on the dashboard, using it on the Entity Filter in Data Management (E#|!Selected_Entity!| only works if the dashboard parameter type is a Literal Value with a Default Value set. The default value can then be changed with a business rule with the SetLiteralParameterValue function (this is also the setup in GolfStream).   The problem with a literal value parameter type is: where user A selects the entity on the dashboard, but before user A kicks off the DM step from the dashboard via e.g. a button, if user B changes his/her entity selection, the default is changed for everyone, so user A will kick off the step for user B's entity.   Trying an XFBR rule to set the default value of a Literal Value Type - it seems

Hi all,In our use case, users are uploading data through files into OneStream. Is there a possibility to check if the file have 1000-seperators in the file and block the upload if this is the case? Reason is that within one workflow the 1000 seperators could differ between users and we want to avoid issues in this instance. Ideally we have a parser rule that checks the amount column.With kind regards,Tim Vierhout

Hi all, I need to assign a value in a field, dependeing on an other. I can do it in Delimited Files using  "api.Parser.DelimitedParsedValues()" but I don't know wich function can provide me the string of an other field.So, in conclusion: how can I do this in a Connector Complex expression? Thanks!  

Hello,I need to create an automation that uploads flat files with data, that are on a sharefolder, to OneStream.When uploaded into OneStream, those files should be removed from that sharefolder.Does anyone have any suggestion?Thank you!Ricardo

Happy Holidays/ Black Friday,Is there a way to lock downstream steps in a workflow, unless the first step in workflow is completed?As we all know, a workflow shows all the steps. For example, our first step is to load data. Our 2nd step will allow users to make manual entries. We don't want users to jump to 2nd step without passing / getting a green light on first step.It seems like a common request.Thanks in advance.

We have many small controllerships that have to back each other up so they have access to submit and approve/post a journal but we need to be able to prevent them form posting their own journal.  This is an audit requirement

In the monthly close process, we have a number of forms. All workflows have the same Form templates profile. Cubeviews refer to |WFtext1|. On wftext1 is Entity name (one entity per workflow).I have one form that is only applicable to a selection of entities.Is it possible (and how) to parameterise this, so the form will only be visible in a selection of workflows (I do not want to create  different Forms Template Profile for theses workflows)?

Hi I am getting some large numbers out of my confirmation rules and I am looking for ways to format the output so it is easier to read. Preferably commas between the thousands, millions, billions... etc but would also like to know what other formatting options are available as well.   Currently my output is the below and I am trying to make the 'math.Round(Acc1,2)' part easier to read.   Does anyone know of a resource that lists the different formatting options?  Or just how to add the comma seperators?   Thanks Simon

Is it possible to update the Data Filters for a particular dimension used in a DM extract within a Business Rule? I am creating a dashboard that will have a button to run a DM sequence. This DM sequence runs a data export, but I would like to be able to update the Accounts used in the filter of the extract before running the extract itself (via a BR).

Workflows can be set up to be locked automatically after the certification step has been completed.. Question Credit: Noemi Nagy 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

Hello-We created a connection to an external database and I can see it just fine in our Dev application. under Data Source > External Database Connection in Dashboard Data Adapters. The issue we are having is, we are not able to write and execute a query against this External Database. Instead, we are only able to execute a stored procedure but the SQL Query field will not allow us to do something like:execute dbo.usp_GLReportHas anyone run into a similar issue? Any ideas are greatly appreciated.

Hi everyone!I am Angel and I am new to OneStream implementation and currently facing an issue. I am trying to update the Cube Name in my Workflow Profile, but it returned an error message.This workflow profile is under Cube A which has been set as the 'Top-Level Cube for Workflow'. Under Cube A, we have several Sub-Cubes (Cube A1, A2, etc.) which have been set in the Cube References. I am trying to update the 'Cube Name' in my Workflow Profile from 'Cube A' to 'Cube A1' because we would like to load the data into that sub-cube (Cube A1), but it gave me the error message below (screenshots below). Could you please tell what the error message is about and what I can do/check to fix it? Any answer would be so much appreciated, thank you!!  Cheers,Angel

Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds.   The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 etc.  I tried #TWFYearM1 or just 1 or just M1 but none of them worked.  Help?  Also checked the documentation says nothing about format and there are no examples in Golfstream.

Hi all, How can I run a batch file from a Workflow within OneStream?

We have added a new dimension and associated transformation rules. Previously this dimension we set to 'None' through a static value text definer from the Data Source.I have removed this and now added the respective transformation rules needed, however when retransforming the data, this new UD is still defaulting and sitting as 'None' Any ideas? Or do we need to remove all the data files themselves and reupload to update the mappings? 

Hi All, Is there a way to integrate OneStream with Hyperion to extract data from Hyperion without user intervention? 

Hi All,Can we build a transformation rule with a logic that if the target of lets say UD4 is 'xxxx' and source Account number is 'yyyy' then UD3 gets mapped to a particular code?To simplify- Need to look at Target for UD4 and Source for Account to map to a specific UD3.Thanks.

I need to build a button where with a single a DM Sequence with multiple steps as well as a Dashboard Extender rule runs.I earlier thought that we can have a Execute Business Rule Data Management Step as one of the steps within the sequence but I wasn't able to find Dashboard Extender Rules within that.Can any of how guide on how that can be done? Thanks.

Hi All,So I copied scenario using the Data Management Job and using the below Custom Calculate Rule:Api.Data.Calculate("S#ScenarioType1:O#Import:V#Periodic = S#Actual:O#Top:V#Periodic")Now whenever I am running a consolidation for ScenarioType1 at the parent level, all the values within the base is getting removed and neither is the parent populated. Can anyone help me with incorrect step am I doing?

Hi all,I would ask your help on this topic.I would like to develop a workflow in which the requested steps are different from month to month.The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below ExampleJAN:    Forms:    Balance Sheet, PL    ValidationFEB:    Forms:    Balance Sheet, PL    ValidationMAR:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)    Validation    CertificationAPR:    Forms:    Balance Sheet, PL    ValidationMAY:    Forms:    Balance Sheet, PL    ValidationJUN:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)