Workflow and Data Integration

Hi i now have access to Onestream Navigator and would like some recommendations of which courses to complete to get an understanding of how to extract data out of Onestream  Does anybody have any courses that were done that would be of help

How to convert a MT940 bank file to CSV readable format for data load

Hi all,Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list.With kind regards,Tim

Hello OneStream Community, We are currently in the process of establishing integration between AWS RedShift and OneStream. Our objective is to obtain data from SQL tables available in RedShift and load it into OneStream cubes. While exploring the best approach for this integration, it seems that pulling data from external data sources such as RedShift into OneStream is the most efficient method. Could anyone with experience in this area kindly share their insights and any best practices they might have? Specifically, I am interested in learning about state-of-the-art approaches for directly connecting to external cloud databases. Additionally, I would like to understand whether this integration requires the usage of S3 buckets and generated files or is it possible to work on direct connection. Your expertise and tips would be greatly appreciated. Thank you in advance for your assistance. Best Regards, Dawid

Has anyone used GetDirectLoadIntersectionErrors()?  I am making a huge assumption that the purpose of that function is to get the list of Intersection Validation Errors during a Direct Connect load?  I have a solution from one of the other posts to query the application database, but I see this function is available. So, I wanted to see if I could get it to work. I have tried: Dim intersectionErrors As DataTable intersectionErrors = BRApi.Import.Data.GetDirectLoadIntersectionErrors(si, wfClusterPk) I use the same wfClusterPk to run the import, validate transformations and validate intersections API calls.   When I try to use this code, I get: "Object reference not set to an instance of an object." Has anyone used this?  I am in Version 8.1.0 if that matters. Thank you, Scott      

Hello Everyone, Has anyone done an extract for BAPI "BAPI_AP_ACC_OPENITEMS" using RFC connection from SAP. I have below code, any suggestions here. What will be the Imports if we have to extract 7-10 columns in the extract ? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As ObjectDim r3Conn As R3ConnectionTry'Create and open the R3 Connectionr3Conn = Me.GetConnection(si, globals, api)r3Conn.Open() Dim r3Func As RFCFunction = r3Conn.CreateFunction("BAPI_AP_ACC_GETOPENITEMS") r3Func.Exports("CompanyCode").ParamValue = "1000" r3Func.Execute()Return r3Func.Imports("").ToTable() ' End SelectCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))FinallyIf Not r3Conn Is Nothing Then r3Conn.CloseEnd TryEnd Function  

(this is in a clone/test app) I need to perform forecast for 2025.  Our global POV (time) is set to 2024M3.  In the adaptor used to pull in my volumes it uses the GetAdoDataSetForAdaptor to pull in the data, but even with my WF POV set to 2025, it still pulls 2024M4-2024M12.  I'm guessing (obviously?) it uses the global year & not the WF POV to pull the data requested.  Is there a way to override this, or some other way to load my volumes in an out year

Hi all, how do you run an aggregation, i.e. calculate the "Aggregated" member of the consolidation dimension, without running a consolidation? In particular, would it be possible to setup the Process step of a workflow profile so that it runs an aggregation (as opposed to a consolidation/force consolidation)? Thank you

Hello, Does anyone maybe know if it is possible to create an endpoint in OneStream that will consume data pushed out to OneStream from SAP? In this case, SAP or another external solution would be the initiator of the connection. OneStream can consume the data it receives.

Hi All,I'm uploading a KPI file in our Workflow. However I keep getting this error? What could I be doing wrong?Summary: File does not contain any valid XF range tokens, Token xfd. 

I have a OS Batch File Load Setup which loads Multi Year and Multi Period Data(3 Years).I have an Extender Business Rule that creates the Batch File one period at a time and calls BRAPi.Utilities.ExecuteFileHarvestBatch to execute the data load one period at a time. Data Source is a connector.The issue I have is every time when I run the batch one of the WF steps (Validate Transformation, Validate Intersection or Load Cube) freezes and make no progress after executing roughly 10-12 periods. It doesn't make progress even after an hour wait. I will have to cancel the running task and batch and then restart the data management job with the next period forward. Again, it runs fine for 10-12 periods and freezes again.Appreciate any recommendations/suggestions to try resolve this issue. I am not sure if this related to any OS configuration that allows data loads for long time.     

Hello everyone, when data imported, the amount are displayed with only two figures after coma 0.00 i would like to display an amount format 0.00000 how can i do it in the datasource? Thank you for your help!

I have an IsOptional=True direct connect Import/Validate/Load Workflow channel.  I would like to be able to Complete this Workflow channel via the OS api without having to import/validate/load anything, the same as if someone selected the 'Complete Workflow' button just to the right of the 'Clear' button in OnePlace.  Actually, I have a number of such workflows, some are only required for M12 and others are placeholders for data that is being copied directly into the cube from other non-linked cubes. I can complete/revert the Workflow channel if it is set to Workspace using BRApi.Workflow.Status.SetWorkflowStatus().  And I can revert Import/Validate/Load workflows with the SetWorkflowStatus() too, but I do not appear to be able to complete the WF unless I'm at the last step or advance the steps with SetWorkflowStatus(). The BRApi.Import.Process.* functions will advance me through the Import/Validate/Load steps, but I cannot see how to do so without the functions imp

Hello Everyone, I'm trying to build an advanced transformation rule based on a member present in my dimension. For example, I want to bypass all lines that contain a member not existing in my UD3 dimension. Currently, I use a one-to-one mapping for my UD3 members and I add a mask to bypass the rest with: * -> (Bypass). However, this method doesn't handle cases where new members are added to my UD3 dimension. Each time this happens, I have to update my one-to-one mapping. How can I dynamically implement this using a complex rule or a business rule? Thank you for your help. Yahya

I am trying to retrieve Workflow Channel Information for a specific Workflow Profile in a Business Rule. I am able to fetch it using SQL using the Attribute Index value. Just checking if there is any in-built function to fetch it.

Hello, Is there a way to have some sort of business rule I can create for when a user answers a questionnaire (set up as Non-Financial stat account), that only based off their answers (Yes or No) specific forms come up in their WF profile? We're doing some auditing form creation and we're trying not needing to make different form template profiles/groups?. Thanks, Will

What is the Time Zone in Task Scheduler 'Start Date/Time'?  

Hi all I was wondering if it is possible to override the default 'clear and load' settings on a data load step from 'Level 2: Workflow Data Unit' to 'Level 1: Cube Data Unit' Just to give a bit of context: We perform a data copy from a Budget scenario (using Data Management Sequence) to a Forecast scenario to provide a starting data position for divisions to use when they capture their forecast data.Once the data copy is complete, the process for divisions to update their forecasts is to extract an Excel Fixed File Template on which they will make their changes and additions over the copied Budget data, and then to import that file via their Workflow to the cube. However, when wanting to remove an account for instance, the only way to do so it to load zeros to that account. This is because the load clears by account and not entity. Is it possible to change the load so that it deletes all accounts? Thanks, Mark

Hi, I have a requirement to import a Cell Details CSV file into OS. My questions are as below: 1. Can we import a CSV file from Documents/Public/xyz folder to OneStream Cube? I tried it but it didn't worked. However, I was able to import the CSV from File Share folder. 2. To achieve above, I was trying to copy the CSV file from Documents/Public/xyz folder to File Share folder but I am getting an error "Part of the path cannot be found" (SRC Path: Documents/Public/xyz folder).   Error:   Here is the code to copy a CSV file from Documents/Public/xyz folder to File Share folder: If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Move_File_from_Public_to_FS_Folder") Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp( _ si,True, configsettings.fileShareRootFolder,si.AppToken.AppName) Dim DestinationPath As String = "Cell_Detail

Hey, So I am testing the Workflow Name "Central Import" since I recall it from Designing an application course. But I have a hard time understanding how to change status on the profiles after data have been loaded for the entity. This is my current setup: My regular "Import, Validate, Load" where I can load unassigned entities. Below is my "Central Import" Workflow step in another location with the assigned entity. And you can see that it is indication that data has been loaded through the "central" load step. However status is gray and wont change even if i certify central load step or the parent level.  Or am I configuring this in the wrong way maybe? 🙂   Thx in advance

I am trying to load 3 data files via 3 import step within same WF. What I see is the last imported data replace the data in the cube for the same intersection. I want the data files to sum up instead of replacing with the last loaded file. What is the way to do this? I cannot use the same import step - as one of the import has a parser rule running which I dont want to run for the other load file. Please advise.

Hi All!  We're trying to import form data via excel template, but the load is not validating certain tokens such as WF assigned entities and template name.Is there a way of adding validations/static values to objects of type FormRangeContent, similar to the ones in PLP for registerTableRangeContents ?Thanks! 

I am hoping someone can point us in the right direction. We are being asked to map from the NetSuite Internal ID to the OneStream Member. What we had proposed was to map from the NetSuite External ID to the OneStream Member. I don't want to pre-empt responses by expanding on why we had suggested using the NetSuite External ID, but would really appreciate any insight from anyone who has done this or has the understanding to explain what good looks like / best practice. Many thanks in advance 

New to OS and I have requirement to automate fx rates in OS. Is it possible? We have FX repository in Oracle so, thinking to pull from there but not sure how can we load to central FX repository.    

When loading data into OneStream, our longest workflow takes ~40 minutes to load. We would like to try to kick off the 5 direct connect loads within this workflow to start simultaneously instead of sequentially. Have any of you organized your loads similarly and do you have tips or recommendations please?