Workflow and Data Integration

Hello,I am creating a cube view to be used in a Dashboard on an Workflow in order for a client to enter Quarterly Commentary.I am having two issues.1. When I set the time on the Explanation Workflow(Annotation) column to a Quarter, I receive green cells and cannot enter a comment. When I switch it to the quarter month, I have white cells and can enter a comment. I just want to confirm that this is normal functionality and that we cannot write comments to the quarter.2. The second issue is that I would like to write the comment to the BeforeAdj Origin member. I am able to do this when I have the Explanation (Annotation) column looking to one of my Forecast scenarios. When I switch the column to look at the Actual scenario (which is the scenario I want to be looking at) the cells turn green. In this case, they only turn white if I switch the Origin member to Import. I must have a setting somewhere that needs to be adjusted but I am having trouble locating it. Any insights would be greatl

Hello, I'm trying to find a way to call an Extensibility Rule in Data Management sequence, is that possible? Thank you  

Hello, community! I'm not sure what the real difference between validate vs retransform would be. Look at my example: On purpose, I changed the IC to false, and I ran the retransform. It presented the intersection error, but the transformation and intersections are shown as valid when checking task activity. Thank you for your help.     Oliveira, Vanessa    

For those of us that are software developers, we are accustomed to this message. "The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. This issue occurred after 68 seconds." When this issue comes up, it is normally because of some event that breaks TCP connectivity.  Occasionally this happens because of network misconfiguration, or load-balancer misconfiguration.   This is one of two errors we are seeing after migrating our REST api workloads to onestream's Azure environment.  It happens fairly frequently, albeit in an unpredictable way.  I haven't found a pattern yet.  It doesn't happen on-premise.   If anyone has experience deploying a REST api solution to Azure, please let me know if this is an error message you encounter frequently.  It may not even be a problem with onestream's software; perhaps the root cause is with the Azure load-balancer.  I am also looking into other possible ex

Hi;  Would it be possible to run a Dashboard or Cube View using a Data Management job, and store the results as Excel and not as a PDF.  Appreciate any suggestion in the right direction.    thanks Kumar

Hi,We would like to export the TRX files and use them in an external BI setup and secondly we would like to shedule that export and have it happen on a regular basisThe format is just nicer to work with than the XML files, when you use the aplication export functionality.KrPer  

Hello, We are working to identify what Cube Views are used within the workflow structure.  For steps that include views of Forms, this is easy as the Form Audit tab shows exactly what Cube View is being used on the form.  For dashboards, we are having difficulty identifying which Cube Views are embedded within each dashboard easily.  We are aware of the "Show Objects That Reference the Selected Item" button within Cube Views, however it doesn't seem to show us clearly if a Cube View is included in a dashboard. Does anyone know an easier method to identify what Cube Views are included in each workflow step and dashboard? Thanks for the help!

Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments?When implementing OneStream, we created workflows for users to load trial balance data, complete forms and load journals. We also created a “Corporate_Consol” workflow where we the Consolidation users could load journals after the workflows were locked. We figured out that if the top month for the workflow was not locked, but the workflow channels under were locked, users could still submit data in OneStream using Excel forms. Now we are locking the months under each workflow to avoid user changes. This makes it hard when we have post close adjustments to book in the “Corporate_Consol” workflow, as we have to unlock each of the workflow months where there is an adjustment needed for an entity in the workflow.Thank you for any help/input!

Hi! New to the community. I have a user that has to manage 10 or so entities and it rollforwards. He need to click on each entity to enter in the data. do you know if there is way to set up an excel import for a rollforward activity where i can put the rollfoward activity pieces down a column the entities across the top and then import that entire spreadsheet?

Hey everyone. We are implementing a use case for a client that requires import of transactional data found within a csv file. The data is comma delimited, and enclosed in quotes. For example, if the data source contained only three fields, this is what it would look like:"Field 1 value","Field 2 value","Field 3 value"The problem that I'm having is that sometimes, Field 2 also contains a quote in it. For example, the client sells parts, and Field 2 contains a description of the part. The description happens to contain a quote (for example, 2" pipe). The data extract routine the client uses automatically includes a second quote to cancel out the first. So the value of Field 2 in this example would be: 2"" pipe. The file, if opened in notepad, would look like this:"Field 1 value","2"" pipe","Field 3 value"I've not figured out a way for OneStream to correctly handle this. The only solution that seems to work is pre-processing the file to strip out instances of two double quotes that aren't

Hello team,I need to know how we define the unassigned parent entities in the entity assignment for a WF ? Is it through a profile property or through an entity member property in the entity dimension ? i am not able to find some entities in some WF and it appears in others. Also , is it possible to call a function Entity base or hierarchy instead of calling entity by entity in the entity assignment tab ?Thanks 

Hello! I'm trying to set up a few workflows that individually kick off an SFTP load,  but only for that given workflow. I created a dashboard button that the user clicks on to run the SFTP data  management job, but it currently loads the fiels for all workflows set up for SFTP. I'm tyring to find a business rule line that doesn't sue the batch file load. Are there any examples of only loading a file based on the workflow selected?   Thank you!

Hi Team, Can Tableau Connects to One Stream ( on Azure Cloud ) ? Best Regards and Thanks Darpan Bhansali

Hi !We are trying to figure out ways to automatically upload data using either Business Rules / Data Management / Task Scheduling. Is there a way to automatically upload data from flat files or databases using these three components ?Data Management seems to provide only Export functionalities. Regards,

We have successfully set up and use workflow channels (tagged to accounts and workflow profile steps) in our divisional (Base Input) workflow profiles in our application build.  The steps and data lock based on their workflow channels appropriately.  However, we are having trouble getting Workflow Channels to work properly when it comes to the workflow profile (Parent Input) used by central finance.  The central finance team needs the ability to book historical USD overrides on select equity accounts on behalf of the divisions for all non-USD base entities in the OneStream application.  We are not using and have not configured the use of any UD dimension in our Workflow channels to this point.As of right now, we have assigned the central finance team their own Input Form profile step so they can submit these Overrides to the configured accounts (using Flow dimension).  We have given that profile a unique Workflow Channel and assigned the accounts specified in t

Hi all,I have a matrix load, on which account is matrix. One column with a specific account needs to go to 2 different accounts. For this I just reference the same column twice. This works fine.The issue is, the first instance the UD5 is coming from column 5, the second instance UD5 should come from column 16. How could I achieve this?Thanks!Tim

Does anyone know if OneStream is capable of exporting into AWS S3 bucket?Thanks.

Hi.  Is it possible to set Certification Profiles so they only show on a Quarterly basis?  The questions can be set to quarterly but the Profiles still exist in the off-quarter months and require a Certification sign off even though there is nothing to certify.  I have a client who needs an employee to certify a question on a quarterly basis and this employee does not have any other certification or workflow responsibilities.  

Originally posted by Francisco AmoresHi,   We have Rule1 and Rule2 in a transformation table. rule 1 executes first and we have assigned a complex expression with a conditional rule. We want onestream to apply rule2 if that condition is not met. However, it seems that you always must return something.   How do we deal with this?   Thanks

Does anyone know how to translate the value in m1status .. m12status in table DataRecordxxxx. Is there a second table I can referece? 

Good EveningWe are working on an OneStream implementation and one of our sources of data is OpenAir. This solution is cloud-based. We are trying to extract data via a ODATA call.Does anybody have any code examples on how to use ODATA as a data source?Thanks in advance.Marco A. Rossodivita

I have a single Connector BR that makes several independent API calls to external systems. When it's called the Task Progress window sits at 11% with the message "Parsing Source Data". I would like to update the task as it goes along so the user knows something is happening.  I found reference to the below snippet but don't know how to properly instantiate the extenderArgs variable. I tried using it with Nothing but it did not seem to work as intended. Is there a sample of how I can do this in a Connector BR? Dim bValue As Boolean = BRApi.TaskActivity.UpdateRunningTaskActivityAndCheckIfCanceled(si, extenderArgs, activityDescription, percentCompleteToAdd)  Thanks.

Hello all, is there a way to export a file to a users local folder (Outside of OS share)? For example the exports drom Data Management or anything that we created in a BR?   I know how to send it to a table/DB, but the question is if i can export directly from OS to a local folder. Am I missing something very obvious?   Thank you in advance

Hi allis there a way to disable the "Create Journal" button  (red)and keep the ""Create Journal using selected template" button (green) I would like to force users to select specific templates where the entity selection is limited to the E#Root.WFProfileEntities So that users cannot make mistakes posting a journal on an entity which is not part of the workflow. Thanks in advance for the help.Marcello  

You will get this error during the import step. Reason - The load file doesnt have any data after transformation.( ByPass).  The underlying code looks to summarize the data when it finds nothing, it throws an error.