Workflow and Data Integration

Our income, liability, equity accounts need to have the flip sign flag checked but our users always forget.  Is there a way to add a pop up when they first get to this screen (after they save it is too late).  

We want to set the IC value to none if an account is not IC.  We are currently doing this in the IC dimension in the datasource and looking up the account, getting the target and then checking If IC.  If it is not IC we pass None as the source value.  This works fine unless they upload a new account because it has not been mapped yet it doesnt know its IC and maps to None.  The user has to reupload the same file after they map the account so that they get an IC value in the source.    I was thinking that I could put a BR on the IC transformation rule but the problem is it reads the 1:1 (where I have the None->None) before it gets to the section for BRs.   I guess I could remove the 1:1 None rule and then in the BR check to see if the account is IC and if so then get the IC target.    I am just curious if there is a better way to handle this that I have not thought of. We have a similar issue as we store function in a user field but w

Hello everyone, I'm trying to create my first import from scratch. Unfortunately, it always gives me the same error : No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. And no line is imported or displayed in the logs.However, I've gone down each parameter and everything seems correct and consistent with what I have on other import files. Could you help me investigate? My settings : All the UD1 to UD8 are on None. And the log :  

Hi all, I'm currently exploring ways to extract data from a Microsoft Fabric Lakehouse into OneStream. The obvious way would be to connect to the SQL endpoint just like any other DB. In this case, what would be the best authentication method? I've been testing it out with my own user on MS SQL Server Management Studio using MFA, and I have no idea what the best way would be to create credentials for the connection string in OneStream. In case connecting to the SQL endpoint with a connection string isn't a good idea, what would be a better practice? Thanks.

I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues.Below are the two errors I am seeing:When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, D

Hi Team, As part of V8 upgrade, I have uninstalled UI. and then loaded SV102 zip file for capital planning. But receive the following message. Any one experienced this and resolved?  

Hi All,I am trying to export a cubeview using FdxExecuteCubeView, but I get every dimension even though my cubeview only shows 4 dimensions.  What is the best way to export a cubeview to retain its view.  I want to export multiple cube views and load them to a table so that I can have all of the cubeview data exported through one Data Adapter call via the rest API. Right now, I export one view I get 3 million rows, but when I aggregate it to the level in the cubeview I end up with 28,000 rows.  I'd like to avoid exporting 12 million rows if possible. Thanks,Scott

Hi,I have created one one Smart integration function in to transfer file from sftp server to share point server. can we use smart integration function as a file or use existing smart integration function as dependency , not sure just need suggestions.

Hi Folks,  I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu.  For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow Profile  

I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities.However, I noticed a difference in behavior:For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs.For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU.I have verified that the rule, meta data configuration, and workflow properties are the same. 

Hi, I have created a transformation event handler where it throws an error when an user tries to "Clear" file/s. in Import step. Now, the error comes when user tries to delete his/her file or "All" files. I only wanted it to throw error when user (mistakenly) selects "All" imported files and click on "Clear" Is there a way to achieve this by some conditions or checks?  Thanks in advance, PM

Hello, Is there a way to move a workflow profile up or down in the hierarchy tree? I created a new workflow profile, but would to move it up next to similar workflow profiles. The move up or down buttons only work for children and siblings.  

Hi I have a method query that returns a data table of roughly 300k of records. Is there anyway to export the result of the method query to a csv file? I'm not keen on using a spreadsheet business rule or a grid view on a dashboard given the volume of records that is being returned. Thanks, Mark

Hi All,How would I go about passing a Consol member as part of the POV to a  FDXExecuteCubeView call? I want to pull one extract that is in Local currency and another that is in USD.  Can I do that with this call, or do I need to set up 2 cube views, one set to Local and another set to YTD?Thanks,Scott

If I build a cubeview that contains the desired POV and functions on its own, using FdxExecuteCubeView seems to work great. However, there is no documentation available on actually using the FDX functions and I can find no functional examples of how to pass the various filters/members from the FdxExecuteCubeView function to the cubeview it's actually calling.For example, I can enter T#2022M10 as part of the POV for the cube view and then FdxExecuteCubeView will create the table. However, if I pass the timeMemFilter a value of T#2022M10, I get no data. It seems obvious that I need to put something in the cube view POV to tell it to use this value but there's no indication of what that might be.Am I missing something obvious here? Is there some missing documentation or fundamental functionality that I'm unfamiliar with?

Does anyone know what replaces the 2 utility commands below?  I get a warning message that those commands are obsolete but it does not give any indication or hints of what the new commands are or what's currently available?BrApi.Utilities.EncryptText andBrApi.Utilities.DecryptText Any help is highly appreciated.Thanks,Jun 

Hi, For the v8 to v9 upgrade, it seems like we need to remove our custom tables and add them back after the upgrade. We have scripts to add the tables back but what is the process you follow to export and import the data back. Table Data Manager or write a script to save csv file to OS folder and load it back? Thank you in advance, Praveen

Hi. I have a .csv file that i am importing as a Matrix. I have 4 columns that each has different UD6 member. Problem is, one of the columns also have a different Account than the other 3.Can I somehow do a double matrix, or pull the data from the one column in another way. I would like to see if I can avoid loading the file multiple times or manipulate it otherwise before load.Appreciate any suggestions :) Details: Column1: U6#TECH1:A#0210Column2: U6#TECH2:A#0210Column3: U6#TECH3:A#0210Column4 :U6#UnallocTech:A#0205  

Hi, Is there a way to check status of all load overlapped siblings enabled WFs?  The issue is that we have bunch of overlapped data WFs (even after L3 data unit) and people are stepping on each other, doubling the amounts every time someone loads their WF while other WF data load is in progress.  Wanted to try event handler and message showing load is in progress. Any other ideas to avoid this are also appreciated. Thank you, Mikki

Hello everyone,We recently made the jump from version 7 to 9, and a rule that was previously working is now throwing an error. We are trying to use the BRApi.Utilities.SendMail functionality after a certification is done through the DataQualityEventHandler, but OS is giving us the following message when executing the certificationThe specified string is not in the form required for an e-mail address.We verified the toEmailAddresses parameter is a List(Of String) with a single item in the format "user@mail.com". What can be causing this issue?

Hi, I have been playing around with TransformationEventHandler and one of the things I am trying to do is throw an error when an user tries to clear imported/stage data. I think I got the code but I only want it to run on specific WF. I tried to use below but for some reason not able to retrieve the WF profile name. Any idea why? Case Is = BREventOperationType.Transformation.ParseAndTrans.StartClearData   Dim ScenarioName As String = BRApi.Finance.Members.GetMember(si, dimType.Scenario.Id, si.WorkflowClusterPk.ScenarioKey).Name   If ScenarioName = "Forecast" Then   Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer) If objTransformer.WorkflowProfile.Name.XFEqualsIgnoreCase("AAAAA.BBBBB") Then   Throw New XFException(si, Nothing, Nothing, "Data cannot be deleted.....") End If   End If

Hello, we recently upgraded to v9 and noticed that we can no longer clear WF imported cube data using the "Clear" option through the workflow import (snip below).  Prior to the upgrade, we could clear the stage data, then run import/validate/load to clear the data that was imported to the cube.  Now, this option only clears the data from stage and in order to clear the data loaded to the cube, we have to use a data management step.  In our case, this is now difficult because the data loaded may be specific to workflow channels and also use multiple dimension criteria and not just Entity (used by DM step).  Is anyone else having this issue?  Are there any other methods to removing the imported data via csv file from the cube other than a DM step?   If we try to run the old process in v9.  Clear, then Retransform, Load to clear cube data.  This error appears.  

Trying to create simple rule based on value greater than or less than zero, however only my Negative rule successful. A#[ACC1]=ACC1_POS | Create If > x | Final and A#[ACC1]=ACC1_NEG | Create If < x | Final On the above stated expression type, I first tried to specify the Math Value only as 0, however nothing happened. Only when I changed it to 0.01, did the logic start to work. Now, if the source value is a negative, the second derivative rule works (returning ACC1_NEG), but if I put through a positive source value, it does not create ACC1_POS a bit stumped on this one now.  Any suggestions someone can perhaps suggest?  cheers, Jacques

Alo I’m trying to create a Source Derivative Rule that takes each inbound Stage row and produces **two** output rows. The first row should remain completely unchanged. The second row should be an exact duplicate of the first, except the **FERC** field must be replaced with the value from **A8**. I’ve confirmed that Rule Expressions cannot duplicate rows, and the `Transformer` object in Source Derivative Rules does not expose methods like `GetInputRow` or `GetSourceRecord`. I’m looking for the correct, supported API pattern for duplicating a Stage row inside a Source Derivative Rule, or confirmation that this must be done in a different rule type (e.g., Target Derivative Rule). Any examples would be greatly appreciated

Hello Experts, Here's the scenario: We have a flat file coming from the client's source with multiple source columns. We need "Region", "Cost Center", and "Business Unit" in this case from the file to build the solution. We have developed an unique UD2 dimension in the app which will act as a target dimension for these 3 source columns(Region, CC, & BU).Creating a one to one mapping for all the possible combinations for (Region, CC, & BU) would be tedious.Currently, we are thinking of writing a Complex Expression in the UD2(target) transformational rule, that would first lookup the parent values of all the base members from the 3 columns combination and return the respective value of it's target. Something like the below snippet. Any sample code or alternative solution would be really helpful. Thanks!Dim U1 As String = args.GetTarget("U1#") Dim U3 As String = args.GetTarget("U3#") Dim U4 As String = args.GetTarget("U4#") Dim objDimPk As DimPk = BRApi.Fi