Workflow and Data Integration

Hello Everyone,We are setting up our Consolidation and Planning application.In Consolidation we would like to set up workflow by entity (legal entity) to support consolidation.In Planning application, we would like to set up workflow by Business Unit to support planning activities by BUSINESS Unit Owner.any thoughts on how we can set up workflow as described above?Thanks, 

Was going through our app to lock/certify some workflows and noticed that there seems to be a function that I have never noticed before, there is a Corporate Certification Management menu item with two sub items, Unlock/uncertify ancestors and Certify/lock ancestors.  Does anyone know what this does, it's the first time I have noticed it.

I have a scenario where I modified the member property:Number of No Input Periods Per Workflow Unit - 4I thought this would prevent users from inputting data into the first 4 periods (Jan - April).  However, it seems as though it is not functioning or locking the periods.  I can still input into these periods.Am I doing something wrong?Thanks,Sean

I have a extensible rule called "A" to update my Derivative transformation rule group. Now during the workflow execution , i want to run A just before the transformation step.Requirementstep1- Load the file.step2 - Before running the transformation , I want to execute AQuery?Where can I add the business rule so that it runs atleast before the derivative transformation kicks in?  

Team I have a raw dataset with more than 100 Columns. I would like to connect the data and import 30 columns and have the data imported to cubeview as is. And then will manage the view in Dashboard.   Basically, in Excel world am trying to put a pivot on raw data of 100 columns with output being only few of them. Thanks

Hello,I am using a custom defined navigation for my users to easily navigate between workflow profiles.However, for an import task, when the user click on the button to access it they are redirected to the standard import workflow profile menus ( with the "Import > Validate > Process tasks ...).--> Is it possible to actually integrate this standard import workflow menu into a dashboard (as some kind of "embedded dashboard" for the import functionalities) ? Many thanks,

Hi community, For a client I am looking for the following: - Data extract from Yardi is loaded via .csv file into OneStream.  - The data file contains columns for amount = beginning balance + amount ,account = account  and flow = Segment6 column. FinTrialBalances                                                             Transaction_Type Control_Number Blank_1 Blank_2 Transaction_Date Post_Month Reference Notes Property_Code Amount Account Blank_3 Blank_4 Books Remarks Blank_5 Beginning_Balance Blank_6 Blank_7 Segment1 Segment2 Segment3 Segment4 Segment5 Segment6 Segment7 Segment8 Segment9 Segment10 Segment11 Segment12 J 14202303     3-1-2023 23-Mar :TrialBal   xxx 0 22020100     1     -2866.67               F40 - Reclasses in Bal. Sheet    

Hello, Is there a way to set a requested app server name when executing a data management sequence? Thank you.

Originally posted by Rahat Fatma Hi I am trying to load data into BI Blend cube but getting this error while table creation.  "BI-Blend base data does NOT match any Aggregation Base Members." Where do I need to look to trouble shoot the issue.

I have heard that Onestream supports ad-hoc queries and reporting. But I haven't yet found an easy way to send ad-hoc queries to our OneStream cubes. I'm searching for some sort of query interface like SQL, MDX, or DAX.   So far I've discovered that there is a REST API which allows me to retrieve data from an existing "cubeview". This is a helpful API for extracting data programmatically. But this certainly isn't considered "ad-hoc" since it requires that a cubeview be prepared and deployed in advance. I had also seen that the REST API supports SQL statements but I have been warned against using those; since it circumvents the logical definitions of the cube, and these queries might become fragile and break over time (eg. after future upgrades to the onestream platform). Besides those two options, what mechanism is available to send "ad-hoc" queries to OneStream, and immediately retrieve the results. Our CPM data is very valuable to client processes, and we've been able to accompl

Hi, is there an ability to change the Classification field in the Cell Detail right click from a combo box to a freeform entry?

Hello,While trying to import data through a workflow from a *CSV file I am getting the error from below when performing the Load step of the workflow: These are the only details of the error, in the Task Activity there are no relevant details for this error.This seems to be a generic error. Could this be related to the workflow setup or is it something else?Thank you. 

Hi All!,  My team and I have placed a JE event handler with restrictions for preparer and approver (where preparer can't approve his/her own JEs - Approve/reject/post & Unpost) along with JE email notification.In this Scenario where a user has both Preparer and Approver access, submits JE through excel, his/her JE is getting directly approved without considering the restrictions we have placed in the JE event handler but when done manually it's working as expected. below is our BR. any help will be greatly appreciated.    Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As JournalsEventHandlerArgs) As Object Try Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False 'Evaluate the operation type in order to determine which subroutine to process Select Case args.OperationName 'SUBMITTED - Notifiy Approver Case Is = BREventOperationT

Hi All! We had gotten an ad hoc request to give certain access and restrictions to Preparer Users and Approver Users. Where the Preparer can complete workflow and revert workflow and the Approver can only certify in the Workflow profile. We have been able to successfully achieve restriction on completing workflow for the Approver but not able to restrict them from stopping the Revert workflow. Even after placing conditions to stop the revert workflow the certify is also getting restricted for the approver.below is the code without any restrictions for Revert workflow for now.  if anyone has resolution for this it will be greatly appreciated.  

Hi All,In HFM we can extract data from one application/Instance and load it into another application using the data load option (.dat file). Do we have a similar feature where we can extract data from one OneStream application and load it into another application/Instance?Thanks,Anand Thota

Hello,I have a very peticular situation, where the parent workflow is validated and finalized, while the children are not !Now, I can't validate any children workflow, because the parent is already validated...Do you have anything that would help re-initialize the workflow, whitout having to remove all data ?Regards,

When viewing the Intercompany Matching Summary Page on a WorkFlow, the Status Flag Filter is showing only filenames (not "Pass", "Fail"). Does anyone have the answer to how to fix this? 

Hello Our customer would like to reconcile sales/costs by division. is there a way to display the UD elements in the IC matching report? I see that only 1 element can be selected in the parameters Thanks in advance Marcello  

Hi,I'm working on clearing data from a Plan scenario and ran across this error. Has anyone encountered the image below? If so, what did you need to do to clear the data out?   

The issue is the following:For one of our clients we have a workspace step in our WF which has a button “Start SAP BW Process Chain”. This button triggers a data management sequence and should in the end turn the Workspace step green (if no error happened). When pushing this button there should also be progress bar showing where in the process the task is.Question - Is it somehow possible to start a data management sequence in a way that it displays the progress bar from a dashboard extender rule and that the workspace button is completed? We tried the following:Running all three versions of BRApi.Utilities.xxxxDataMgmtSequence (Start/Queue/Execute) but these always start the dm sequence in the background without displaying the progress bar.Is there a way to enforce to show the progress bar?Could event handlers maybe help out to give back the completion of the worfklow? Does anyone have an idea on how we can get the workspace to complete (turn green) and show the progres

We are trying to input data on monthly basis for forecast and actual. As in next step if we want to see QTD view which should be M1+M2+M3 , but its not working. how does this QTD and MTD workflow works in the form ??In historical data its working perfectly fine.

I am trying to use LockWorkflowUnitDescendants with a non standard channel. The logic seems to allow express use of 'NoDataLock', 'AllChannelInput' and 'Standard', but for custom WF Channels, can't seem to identify how to get the GUID.'Dim wfChannelId As Guid = WorkflowChannel.Standard.UniqueID -> THis works'Dim wfChannelId As Guid = WorkflowChannel.custommadechannel.Uniqueid -> this doesnt workBRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, WorkflowProfileTypes.InputImportChild,wfChannelId )

I am trying to import data directly from an external database and store it in a temporary data table in OneStream using Vb.net code.  Unsure if this needs to be achieved through extender business rule or connector business rule.  A code snippet of similar implementations would be helpful.

I am looking for a business rule or function to lock and unlock workflow and then set it as scheduled task.

Hey all - I'm wondering if anyone has brought in people data (salary/bonus/commission/job type/job title/hire and termination dates/etc. and weekly/biweekly payroll files) into OneStream from Workday. From what I have heard, the payroll and salary data would live in separate tables in Workday. I'm beginning to scope out a process flow to do the aforementioned, but the initial thoughts would be to bring in salary related data to feed into People Planning and bring in payroll related data for analytics and potentially account reconciliations.  The salary related data would mostly support the Finance org with budgets and forecasts.  The payroll related data would mostly support the Accounting org with variance analysis at the individual person level as well as possible automation of accrual journal entry calculations. Please let me know if anyone has done something in this realm or would like me to specify anything more.Thanks!