Workflow and Data Integration

Hello OneStreamers,I've just upgraded to version 7.1.1 and noticed some unfamiliar messages popping up in the Error Log:Summary: OneStreamRelay Service startup has Disabled!.Summary: Smart Integration Connector Service is disabled.I've checked the release notes and reference guide and couldn't find any topics related to these services. Can someone please explain or point me to the related documentation?Thanks,Cosimo

Hello,is there a way to automate the creation of form template assigning the same name of the cube view?I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view". Thanks in advance for the help.Marcello 

HI I am trying to automate a data extract process to send data from OneStream to another system eg Anaplan. I have a data Mgmt job to Export the data to a CSV on the file share. I now want to move that CSV file from the file share to say my desktop for example (or any other file storage place). Has anyone done any routine like that? If so is there any BR in OneStream that can be used for that. I havent done this before but sure others may have come across this so just wondered what the best approach would be. Thanks!Tahir

Hi all,I have an issue whereby I'm loading our company actuals into OneStream, but if a General Ledger code has no data in it but had data in previous months, I think OneStream assumes the YTD value to be zero and so the opposite total of the previous months is being loaded.So for example the YTD total of repairs & maintenance may be £100 at Apr-22, and in May-22 there are no further transactions so the YTD position is still £100. However as no transactions occurred in May, when the data is loaded      -£100 appears in May.I've checked the DateSource and TransformationRules we have set up, I cant see a reason why this would be happening as it's all set up as 'Periodic', and so only the data from the initial load should be include.Does anyone have any ideas as to where the problem my lie, or where I could look to try and see why this is happening?Many thanks,Ged

Hi All,We're currently trying to map IC relationships in the transformation rules where the source data doesn't contain this field. We can map this based on the GL account from the ERP system but just unsure on how to do this in OneStream. Essentially we'd like to use 1-1 mapping but based a different column other than the IC in the source, is this possible?Thanks,

Hello,How can we navigate to a specific workflow step from a button? That workflow step holds a form template group at present. Can we have navigation on button click to that form template group?Any leads would be appreciated.

Hi- Our scenario is set up as Range ( say 2022M1 to 2024M12). I have a database table which have Jan to dec as columns and I have Year also as a column. So we have different year 2022, 2023 as rows and the data is in Jan to dec. IS there any way to load all of this together. Right now i can use a matrix data and put in a complex expression which can either say workflow time & "M1" etc or i can read a literal parameter read the year to be loaded and i can concat and return in the data source. But is there a way in data source complex expression or a parser business rule that I can get the value of another column  in the data source , so i can reference what is the field value of the year and the concatenate that.

Hi !I am trying to use a Drill Back option in my Data Connector.So far, I get the data from my connector in the staging area, which is great. Now I am trying to open an invoice document, which is stored noth in FileShare, or in Application Database for test purposes.However, even though I get the drill back types name, when trying to open the PDF file I only get the message "querying source system" and then nothing happen!Do you know of any reason why ? I thought it was a simple business rule ... Regards,

Business Rules can be used to load data into OneStream even after certification and Data locking.  Rule writers must take care and ensure that the rules has syntax lines to prevent such things for happening. Any other comments on this topic from the experts? 

TeamI have 2 concerns:-Few members under account dimension i see grey out which am not able to edit. How do i make them editableHow do i mass delete the members in Hierarchy and under Orphans without loading the entire metadata RegardsVarun 

We recently migrated from the legacy “client API” to the “REST API”. They are fairly similar and the migration was straightforward. We use these interfaces to retrieve data via custom “cubeviews”. The cubeviews act as a vehicle for exporting business data from onestream cubes. However it would be more convenient if we did NOT have to build and deploy cubeviews each time we needed a new piece of data. I have not found any mechanism for this yet, either in the old “client API” or in the “REST API”. In other words, it would be nice if there was an “ad-hoc” mechanism for retrieving data programmatically from dimensions and cubes. I haven’t found this yet, in the OneStream “DataProvider” interface. I see that there is an option for running SQL queries but I was told to avoid it since it is low-level and is used to interact with raw/internal SQL tables whose schemas would not be meaningful from a business perspective. In short, I’m wondering if there is a way to extract data progra

I have some experience retrieving structured cube data from the REST API named "GetAdoDataSetForCubeViewCommand". However, I'd like to get ad-hoc information. Ideally there would be another method that is analogous to retrieving data from an Excel "quickview". Did I overlook a "quickview" mechanism in the REST API? I am using the documentation named "REST API Implementation Guide", but it doesn't mention anything that looks promising. Perhaps there may be some undocumented approach? The cubeview already does much of what I need. However it requires preparation (the cubeviews must be prepared ahead of time and deployed to the server). It would be better if the API allowed "quickviews", since they don't require any previous preparation or infrastructure. Currently we are using Onestream v.6.3.0.  

Hi All,Has anyone integrated OneStream with OKTA in their organization to enable SSO login into the OneStream applications? Any leads/suggestions would be appreciated.Thanks 

hi,i have a long running DM job which was triggered from ControlM using the REST API. The problem is controlM couldnt wait for the DM job completion to mark it as completed since the DMjob takes more than 2 hours to complete. Can we write a seperate function which sends back the DM job status from OneStream so that controlM can polls and check for the DM job completion. Is there an API method available which gives out the status of the DM job. ThanksVijay 

Hello!We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day.  Our TXM scenario has 12 periods, but we're finding that once the data in the Import step loads to the data set and the transactions match, additional files cannot be loaded using the same import step since there are now transactions from the first data set that have been matched. Example: Import transactions on May 1 into 2022M5, run matching - transactions are matched.Import transactions on May 2 into 2022M5 - error - all transactions in stage have to be unmatched first before reloading. Wondering how others handle this - create a separate import step for each day of the month to load each individual daily file and combine them all to load into one data set?  Are there other options?Thanks!Kathryn

Statement: You should not parse data by anything but Entity. Question Credit: Peter Fugere   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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

I'm getting this content back from the REST calls to a data adapter: null   Here are some headers:StatusCode: OK, Content-Type: application/json; charset=utf-8, Content-Length: 4   There is no failure, just a "null" content where JSON should be. There is nothing in the onestream error log. It seems to happen a large percentage of the time (20% or so).  What should I do to investigate?  Is it ever the expected behavior that the API will return HTTP-OK with the word "null"? Using version 6.5.0.12623.      

Hi,I have setup the Global drivers in the People Planning module to be XFCell formulas, so that users can input drivers by Period/Scenario via cube views. The formulas look like this one:(XFCell(Cb#People_Planning:E#RU0451:P#GL1151:C#Local:S#Plan:T#|WFTime|:V#Periodic:A#PP_Acc_Driver_DE007:F#None:O#Forms:I#None:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None)) The formula works fine as long as the value retrieved is lower than 1000. The reason is that the retrieved value is by default retrieved in the #,###.000 format, which the People Planning module doesn't like. This is an example of error message:Summary: Error processing Data Management Step 'CalculatePlan_PLP'. Unable to execute Business Rule 'PLP_DataMgmt'. Global Driver [DE Max health insurance wage] Expression ErrorNon-Numeric value found after substitution: [Expression Before Substitution =(XFCell(Cb#People_Planning:E#RU0451:P#GL1151:C#Local:S#Plan:T#|WFTime|:V#Periodic:A#PP_Acc_Driver_DE007:F#None:O

How can I import data for multiple time period all in one go? I was told that its possible. But wondering what settings do I need to change in order to do that.I tried using "Replace All Time" but the Time is set to "Current".  I'm uploading a excel base file. Any guidance on this will be appreciated.  

Hello,I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!Regards,Ronnie Karpinski

Hello: I've integrated a set of transaction details from a GL into a bi-blend cube within OneStream. I'd like to aggregate along the UD1 dimension so we can see the data at the parent level for each transaction. The dimension consists of a set of parents with a few base members rolling up to each one, it's a pretty simple dimension. I'd like to be able to see the parents in a column with the base members in the other column. Note: that the base member is being passed directly form the data source, i.e. It's a pass thru mapping. An example of a parent child relationship is below: Parent: Clubs Base:1000 Base:2000 In the ud1 value column, I'd like to only see "clubs" while in another column I would like to see "1000" and "2000" values in another. I know that in the ud1 when I aggregate this dimension, I'll see the base member and the parent members in the same column for UD1 even if it's the blend unit dim. I'm passing the base values into an attribute. Is the only way to exclude non-bas

I have a loaded set of base data in our People Register, but this needs to be amended to capture New Hires, Leavers, Promotions etc. I had thought that this would be possible by using the excel file template that was used for loading the base data. I've tried doing this for a leaver, where I have manually changed the base entry to show the "to period" as the month that the person leaves and then created an entry in my blank template to show the remainder of the period with no salary (this enables me to build a bridge of starters, leavers etc.) When I load the file the new entry overwrites the row already in the People Register. What I need it to do is to add a row. The load method in the file shows "Merge" and I wonder what I should change this to in order to get the import of the adjustment file to add the adjustment rows rather than overwrite them.      

Hello,   We are using scenario types 1 and 2 to house multiple scenarios. I'm running into an issue where i can't correctly split out the needed scenario forms separetely. For example, The forecast scenario (scenario type 1) shows the budget forms since budget is also under scenario type 1. Is there a way to filter out the different scenarios? Because it's all under Scenario Type 1 the forms I'm using contain all scenario forms needed.   Thanks!   Paula

We are looking at the performance of several huge base data imports.  What are the best practices for setting cache page size and cache pages-in-memory limits for the best possible import performance?    We have broken the data load up into >40 separate imports but we still have some imports taking over 40 minutes.  I am hoping there might be other ways to improve the import time without having to break the data imports up further.  

Hello everyone,Hope you are doing good.I have a little question, im trying to load an excel data file using a time parameter that will allow to put load the workflow time automatically, but OS tell me that |WFTime| is Unmapped.   does anyone know if using the parameter wrongly or shouldi use another parameter ? Thanks in advance for you help.