Workflow and Data Integration

Hi, I have a number of files in my export folder that were created using a Data-Management step. However, even though I have system admin rights , the option to delete any or all files is 'greyed out'. So, how do I delete them when I have finished downloading them. Also, how do I then delete the 'date' folder as well ?   Thanks Mark

Hi All,How do I extract all the RCM account inventory to an excel csv file? I'm able to export page by page, but wondering if there is a quicker way to export all 10-15 pages. 

Hi all,We currently have an issue whereby when we seed our Actuals data to our Forecast scenario we have set up, the Actuals do not overwrite everything as we would expect in that particular month. So for example, some of the forecasted data we loaded via forms in previous months is not being overwritten once the Actuals are imported. So we're having to cleanse the forecasted data in the affected months which is quite time consuming.Does anyone know what might be causing this issue?Thanks,Ged

Hi, is there a way to create a data management export in dr cr signage for a trial balance?  We have a UD8 member set up for reporting purposes, but can't seem to get that to work on the export. thanks,Greg

I created Journal template in excel and tried loading via workflow. when I select it through  ,it goes through but nothing happens, meaning it does not get data populated to post it. It does not give any error either. attached is journal Thanks,  

We are trying to "Load Cube" data for a workflow named "WF_Historical_TBReport" and are getting an error message when the procedure finishes.  As you can see, the error message references a different workflow profile all together ("WF_R12_DataLoad").  The  "WF_Historical_TBReport" workflow profile has the "Can Load Unrelated Entities" field set to "True", so we don't believe it is a access issue.  Thanks in advance for your suggestions! 

Acceptance Criteria: Definition of fixed, expected behaviour I created this enhancement request with 1Stream - do you agree with me ?  Do you have any suggestions to improve 1Stream design? Presently, we have to create workflows under OnePlace > under cubes. That does not make sense as a workflow can update different cubes and report from different cubes.Why not remove this Workflow hierarchy under Cubes?  Instead,  give us a new Workflow explorer- where we can customize our own folders to contain Workflows. For example, one folder for Planning WF, one for Budgeting.

Originally posted by Rich House4/22/2020 Hi, can I do this in transformation rules. I have cost centres 10001, 10002, etc. in the source in OS I have CC_10001, CC_10002 etc. Can I write a mask rule that says rule expression * and target value CC_*?

Hello,I haven't yet found how to extract at once, all the Workflow Profiles for all entities for a single task.For instance, I need to extract the "import XLS" task for all entities, and not select the WF Profiles task entity by entity.In the module Load/Extract, it does not seem possible.Do you know how to do it ?Thanks,Regards,Harry

In our people planning when you hit Complete on the Workspace it automatically goes through the Import, validate, Load steps.  Is there any way to do this when you start with Import, Forms or Journals and have it only stop if there is an error?  It would be much nicer if the user could kick it off and go do something else and have it be done when they get back.

Hi I want my UD3 value to be None for all BS and Revenue Accounts and then only look to the department to the 1:1 mapping if it is an expense.   I created composite rules that have for an example the expression A#[1*]:UD3#[*] with an order of zero and then the 1:1 mappings with the order of one but it still finds the 1:1 rule first.    Does the order only work within the Type and they always trigger 1:1 types first?  If that is the case an recommendations?  PS we are currently doing this in the data source but we run into a problem when we have a new account that they have to reupload the file again so that it knows what the account mapping is.  I figured if I put it in the UD3 transformation that the account transformation would have already happened.Thanks in advance!

when down load excel add in 6.3 it shows as OneStream XF in tool bar. Once you open you excel workbook with data, the data will not show unless you disable the Excel add in from COM Add-ins. can some advise how to fix the issue? 

Hi Team, i am trying to import an attribute in stage using excel template but not able to make this work. Please suggest where i am going wrong. Following is my Excel template where using tags to import:Excel template tag for Attribute1Following i defined in my data source:But, when i am importing, the InvoiceNumber column always shows blank: Thank you,

We have an issue where in an excel template when opened by few users the formulae doesn't work as expected They get  _xlfn ._xlws prefix before the functions which is because workbook contains a function that is not supported in the version of Excel that they are currently running Excel version used on the users machine is 2016 and according to onestream this is a compatible version with 7.0.1  Error screenshot below, let me know if anyone ran into similar issue This is not an issue when the same template is opened using excel part of office 365  

Hi all,I'm having an issue whereby I'm importing profit and loss actual's data via a csv file into one of the data upload workflow steps we have set up.However some of the data is being loaded into months it shouldn't be, even though on the in the csv file the data is pointing to the correct time period.So for example in the upload file, data is put against time periods such as 2023M1, 2023M2 etc. Having imported the data, validated it and loaded it to the reporting cube we have, some of the data is being loaded into 2023M1 and also 2023M2, when on the upload file it's only on there once against 2023M1.I've checked the transformation rules and everything is set up correctly in terms of translating the import file, so I was wondering if anyone has come across this type of issue before or if anyone has any advice as to where I could look next?I'm pretty new to OneStream so any help would be much appreciated.Thanks,Ged

Originally posted by Cheryl Nasta Has anyone successfully created an external data connection to a database on an AS400?

Hi,I have persistent derived figures in some calculated accounts that I cannot delete.My account is set with ZeroViewFoNonAdj = YTD, but for some reason the derived figures still appear in Grey in my Cube View:Is there an soft way to clear or reset this (except a Clear/ reset scenario) ?Thank you.Aurélien 

We have a bunch of related party accounts that need to equal other locations within the company similar to intercompany. It would be nice if this can be added to the IC matching table that is on the workflow. I do not want these to eliminate but have visibility to the locations that these accounts are out of balance. Has anyone dealt with something similar to this and if so how do you go about it? 

Hi,Do we have a mechanism to map unmapped item to a holding member ( specific member of the dimension) during the data load to prevent data load failure.Thanks 

Hi All -    I am attempting to export Stage Data through a Data Management Job using a Business Rule. The customer is hoping to remove some columns from the export and filter down the data by selecting Entity & UD1 prior to the export. Has anyone ever modified the data export sequence extender rule?     Thanks, Emily 

Hi AllIs there a way of clearing data that is already in the application using the XFF file format? I have tried NODATA, nodata and -. I have searched the documentation but I can't find any reference to it.Thanks

Hi,We want to import data from Oracle EBS Cloud (v.12.2.9) into OneStream Cloud. What would be the best way to do this? Should we use REST API? Thanks!

Dear community, I have a Connector-type business rule that works like a charm.However, the SQL query which is the source of this connector is currently returning data for all entities, while this should be use for each entities that are affected to the given workflow profile. --> What is the best way to achieve a connector business rule that would be filtered by workflow profile entities ? Any exemples out there ? Best Regards,

Hi!   I have a matrix source file with cost centers (UD1) in different columns. As I see it I run in to two problems. First one is that I extract a separate file for each entity, and different entities have different amount of cost centers. The second problem is that a file can have more than 100 columns and I want to avoid to create that many source dimensions, if it is even possible at all. So is it possible to create a dynamic data source that checks the number of columns in a delimted file?  C    

Hi,   I have some accounts I either need to map to an asset account (100000) or liability account (200000). The mapping should be based on the total account incl. sum of all dimensions. e.g. A#12345:I#IcpA = 2000 A#12345:I#ICPB = -3000 Then both accounts should be mapped to the liability account, but still to IcpA and IcpB.   If I create a derivative rule with create if < 0 and > 0 then it looks at all individual rows. If I then create a prefix check account where I set all dimensions to e.g. Total_Member, then it will also be Total_Member it includes in the further mapping.   Any way I can do this in OneStream?   Thank you   /Kenneth