Workflow and Data Integration

Hi, I added 5 more years in my forecast process, I am able to load csv data for first 4 years but having issue loading the similar data load to the last year. I can see only 3 month of data in my import M10, M11, M12. no Data load for M1 TO M09.   Nothing change in our regular process, we are using the same data source and Transformation Rules.  This is the error message i am getting.  Description: Object reference not set to an instance of an object.Error Time: 7/15/2024 2:25:36 PMError Level: ErrorTier: AppServerUser: Naseer MubashirApplication: OneStream_DevelopmentApp Server: vmDEV1Web1App Server XF Version: 7.2.4.14731Session ID: 1aa5d0b5-007e-4d47-8410-28ccc6f91aabError Log ID: eab552e3-972b-46bd-a972-d1736afb7a3b

How would I bypass import records where the time is not equal to the WF Time POV?

Hi, Can someone share sample code for sending an email notification once a workflow is processed? The email should include the following information: Workflow name Import status Validation status Cube status  

Is there an ETA on the Power BI connector ?

I have a BR that runs a load process using ExecuteParseAndTransform.  When the data source is empty for that profile it throws the "No valid DataKeys" error and stops the job.  I don't even get the opportunity to check the status code of the import.  Is there a way to catch that error when using the ExecuteParseAndTransform method?  Thanks, Scott

Hi, Data quality is unfortunately not there in all fields. I would like to be able to remap an existing code to the defined EntityDefault member when the code is not included in the constraints. Without having to define each exception on by one - (this I can do). For instance, an entity must have only American customers (my constraint), unfortunately, in the source file I have records with customers from other part of the world. When this is the case, I just want to get them replaced by the EntityDefault member (that I know is part of my constraint). Any clever idea before jumping into writing a BR? PS. I hate writing code in tools that are meant to be no or low code.

Hi! has anyone tried to download dimension data?  For example the entity dimension i want to extract in a relatively decent format ? and ideas on how?

Hello everyone, Is there a way to import data in such a way that we have more than 2 decimal places in the import step?  Our .csv files have 4 decimal places and OS is rounding those amounts to 2 decimal places. We would like to keep that level of detail Thanks in advance

Hi, Recently we upgraded our onestream to 8.2.2 and after upgrade we were not able to create files on SIC server thru this function ExecRemoteGatewayJob. please help me with this issue.   Thanks, Manju K

The goal is to get underlying dashboard data, I'm developing business rule using VB to call respective data adapter. The issue is, the data adapter has 1 parameter, not sure if it's possible to pass parameter value to it in BR. Below is my BR code and sample sql scripts for the data adapter, Dim isSystemLevel As Boolean = False Dim workspaceID As Guid = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, isSystemLevel, "Default") Dim adapterName As String = "da01_entity_hierarchy_filtered" Dim rsTableName As String = "OutputTable" Dim dctVars As New Dictionary(Of String, String) Using ds As DataSet = brapi.Dashboards.Process.GetAdoDataSetForAdapter(si, isSystemLevel, workspaceID, adapterName, rsTableName, dctVars) If ds.Tables.Count > 0 Then 'If there are >0 tables in the results Using dt As DataTable = ds.Tables(0).Copy() op_table = dt.Copy() ' Clone the DataTable End Using End If End Using     SELECT C.NAME FROM Member C WHERE C.Name = '|!Sel

I know there is the cell detail upload excel template, however we are trying to load multiple periods just like a matrix load but will be loading cell detail? We basically want to load the classification etc that the cell detail option has on our forms. Thanks!

Hi all,  I have developed a process to rollover a form from one period to the next. Specifically prepayments, where the monthly movement is explained for 4 GL accounts using 20ish flows. The user enters a value in the value cell and the commentary cell.  I have created a button to run a CustomCalc DM job to copy the values entered from the prior month form and past it to the current month form. I managed to get it working for both the Values and Annotations, so that it shows the rolled forward amount on the new month form. However, when I step through Input Form > Process > Confirm, it then wipes the value at the Process stage. The rolled forward annotation does remain. I notice that when I roll forward, the value is stored as "Calculation" and in blue font. When I type a value in manually, it is in black font and it remains when processed. The main thing that I am finding weird though, is that I developed this in v7.2 and it worked. However, we have upgraded to v8.2 an

I need to create a composite mapping : For UD2, If Account is in range of 6099* and 6999* and UD2 is  [123 or 124], then UD2 is 100. In UD2 composite, If I put rule expression in composite like:   A#6099*~6999*     Target 100,  it works. But, I put expression in composite like:   A#6099*~6999* : UD2#123;124   Target 100. It does not work. It is ok, if I can even make  A#6099*~6999* : UD2#123 work. I can split above in 2 lines for list. But, I need condition for range and another dimension member. Any suggestions?  

We would like to enabled SIC in on-premises hosted environment. I see Azure relay setup is needed, is there any documentation or steps to perform those? Please advise. Thanks, Vasanth

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I've seen a post about triggering a DM process from Control-M.  I wanted to see if anyone else is triggering a Control-M process from a Data Management job, and if you have a snippet you can share.

Hi All: I have created a new Datasource of Trail Balance which is excel source. I have written a complex expression in the logical operator. the logic is, if there is an amount in the debit column, bring that amount in, but if debit column is blank, bring the credit amount ((not negative)) in as a credit amount. I have below DataSource connection:   the code in the Logical operator: Dim debitColPosition As Integer = 2Dim creditColPosition As Integer = 3 Dim AmountDR As String = api.Parser.DelimitedParsedValues(debitColPosition)Dim AmountCR As String = api.Parser.DelimitedParsedValues(creditColPosition) If (IsNumeric(AmountDR) AndAlso Not AmountDR = "0") ThenReturn CDec(AmountDR)ElseIf (IsNumeric(AmountCR) AndAlso Not AmountCR = "0") ThenReturn CDec(AmountCR)ElseReturn 0.0End If when I am running through workflow, the source is trail balance file. I am getting the below error. any suggestions please if anything I am missing here. Error: Unable to execute formula. Index was out of

Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected

Hi, I have a workflow step set to workspace ->Import-> Validate->Load. I am running a DM job in the workspace.  How do I mark the workspace as complete once the DM job is completed? Please advise.

Difference between batch file loading in hyperion vs onestream

Hi all, Noticed the data cells in my input forms are turned read only and cell status also shows the same. Please suggest on how to make it enabled for input. Thanks

Hi, I have a scenario member which workflow properties are setup as follow: However, this means we will have to Reset the scenario next year to change WF Time to 2025 and t change the WF start and end times. Is there a way of using the Range in the workflow scenario settings and not having to Reset the scenario every year? We would be ok with users overwriting the overlapping periods (when working in 2025 they would overwrite the period from 2024M11 to 2025M4 which where previously within the Range of the 2024 WF Time), we are just trying to avoid having the extra step of resetting the scenario every year. Thank you

Hi, we have just added some local configuration values to local Gateway like in the following example: I am trying to retrieve those values. My understanding is that a Smart Integration Function must be created and that can than be called from a dashboard extender rule for example. However, the example provided in the OneStream documentation for the SIC function confuses me:  shouldn't the RunOperation function return the Result? Anyway, even setting the function type to String and returning the Result string, I am still having some issue in the getting the value over to a dashboard business rule. I am following another OneStream example in this case. First of all the "ObjectResult" does not exist as a member of "RemoteRequestResultDto" I have therefore tried to use a different member like "objectResultValue". I can compile the rule this one, but I get the following error when trying to run the business rule: "Object reference not set to an instance of an object."   Anyon

Hi, I am trying to use Smart Integration Connector for connecting to an SFTP server. We have followed the instructions on setting up the Local Gateway servers and the SIC have been created (see picture below). I have written a SIC function to retrieve the configuration values which are stored on the Local Gateway: I am then trying to invoke the SIC function in a dashboard extender rule as follow: 'Setup the objects to read Gateway Details from BRAPIs Dim objGatewayDetails As GatewayDetails = BRApi.Utilities.GetGatewayConnectionInfo(si, "ebs_prod_sftp_test") Dim objRemoteRequestResultDto As RemoteRequestResultDto = BRApi.Utilities.ExecRemoteGatewayBusinessRule(si, "RemoteGatewayValueFetcher", Nothing, objGatewayDetails.RemoteGatewayHost, String.Empty, String.Empty, False, 600) If (objRemoteRequestResultDto.RemoteResultStatus = RemoteMessageResultType.Success) Then If (Not objRemoteRequestResultDto.ResultSet Is Nothing And objRemoteRequestResultDto.ResultType = RemoteResultType.

Hi, is there a way to set a parameter via task scheduler and pass it to the data management sequence and also its' steps? I've been able to pass a parameter to the sequence but I need it to reach the DM-step. (pictures to prove example)