Workflow and Data Integration

We are currently producing and saving excel extracts of CV's into File Explorer using books/parcel service. We would like to connect PowerBI to OneStream to pick up these files from the OS managed server. Is this possible?

When we attach a file to a Reconciliation, where is the file stored and how is it stored?  It it stored in the application database as a BLOB or on the application server in the file system?  Is it encrypted?

  Hello, I have created a "Data Copy" "Data Management Step" which copies base level entity data from one scenario to another. I am copying import, forms, and journals.  When I run the step I am receiving the following error: "Error processing Data Management Step 'DM Step Name'. Error processing Data Management Step 'DM Step Name'. Journal 'Journal Name' contains line items for entity 'Entity Name' which is not currently being processed." I reviewed the source journal entry and ensured that it was posted and that the entity calculation status was "OK". This error is only occuring in one period as well works fine when I copy other periods. When I review the journals in both periods they are identifcal other than the amounts.  Has anyone else come across this before?  Thank you!

Is there any way we can disable load to cube. Any EventHandler Operation type I can use? to throw and error. on a specific WF? My Ultimate aim is just to see the Intercompany Matching Report on the profile which is visible only if Process step exist. 

Hi everyone, I wanted to reach out to the community to see if others have a slicker way of dealing with head office overlays…. Here’s how we are currently doing things: Sites/business units complete their year-end workflows as normal, importing their TBs and adding the usual supplementary data (eg. balance sheet roll-forwards, ageing analysis, statutory disclosures etc, etc). The site-level workflows are then certified and locked to prevent any changes being made. Consolidated numbers are then reviewed at a group level to see how it’s all looking. Following this the group tax team reviews the numbers and then decides on tax overlays and adjustments that they want to make. We deal with this by having a separate workflow set up called “Tax_Overlays”. This workflow has NO assigned entities but it has the “Can load to unrelated entities” property set to True so that any entities can be adjusted in this one workflow. (As a slight tangent, not really related to this question, but for complet

Hi All, I need help to importing data to stage via excel template. There is some instruction given in Design Doc Loading Stage Data (mcoutput.com), but its confusing. Can someone confirm what I am doing is correct, please refer my excel template below:  

Hi Community,I was looking in SIC guide and over the community but I dont see find a simple question.- If we can have two SIC (Gateway Server) install into the same server that each will be point to different environment (e.g. one for Dev and one for Production different environment).Not sure if anyone has done that type of configuration or it might not be possible because of port conflicting?Thank you

Hello, I'm creating a Custom table in OS true a business rule that retrieve data using Rest API. My source is an external Datalake from witch I want to load data to my cube. The probleme here, is when I compare data that I have in my Datalake with data that I have in my custome table I can't find the same number of Row 39200 (Datalake) vs 25000(Custom Table). Is there any default limitation in the number of rows that we can add to a custom table ? it is possible to increase it ? Thank you in advance, Yahya

How to directly extract data from S4 Hana and integrate it into OneStream

Hello, I obtained the following sample code from the SIC guide for SQL. Could someone please provide me with sample code for an Oracle database? I attempted to replace 'SQL' with 'Oracle' but encountered an error. Thanks, Chandra  

Hi, I am practicing building a BI Blend report on Golfstream Application. I was able to create a connection to the external database i.e SQL Studio, make the config changes in Onestream Database Configuration Utility and I can fetch that data in the dashboard using SQL connection string which is working fine. Then I created a new Workflow profile that uses the BI Blend functionality. It is throwing some errors as you can see below  Any help would be highly appreciated. Moreover, if someone has a working guide/tutorial to get started with BI Blend, that would be appreciated. P.S. - I already have the BI Blend reference guide but it is not working since there is no specifically designed tutorial to practice  BI Blend Reporting in that. 

Hi All - Attempting to add to the existing email_helper BR some logging information (Row counts) from the results of a Data Management Step that loops through a series of workflow profiles to load data to Onestream from an API.   I have located the information on the rowcount in the SQL table 'TaskFlowStepLog', but would prefer to use something that's available in the BRAPI if possible.  Any ideas?      

Hi  I need to add two base member accounts in the member filter of a cube view. Would this be the correct syntax: A#Account1, A#Account2. Or do you need to add a plus sign between them? Regards  

We have been using the SAP connector for fetching the GL data and few other information like units and install base. The connectors were working fine until Oct 2023. We noticed duplicate and/or missing rows. The row counts would match. It would only have this issue when the data is in multiple packages. We had package size of 10000. As a workaround we increased the package size 100000. But one of the integration has >500000 rows. When we tried to increase the package size to match the rows, the integration would fail with internal memory size error. Looking into get data function, I would like to know if there is a way to add order. Below you will find the get data code. The where clause is - r3Table.AddCriteria("FISCYEAR = " & "'" & fiscalYear & "'"). Is there a way to add order by? #Region "GetData" 'Read source data from the R3 table Private Sub GetSourceDataSAP(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal r3Conn As R3Conn

Hello~, I am wondering if there are any solutions available for bulk deletion of DM Sequences and Steps. We have hundreds of Sequences and Steps that will not be used, and deleting them manually would require a significant amount of effort. Could you please assist us with this? Thank you in advance!

Hi, I have a data source, where the leading character of the alphanumeric values in the column are used to identify if the row value should be assigned to a particular dimension field in a UD. The complex expression here will display results in the error log indicating it has found the rows that I want to assign a different value for in the UD, but I don't know how to set that , so that the imported data assigns my UD requirement. Basically I want it so that if the args.value starts with "R" then assign it a value of "R" in the UD2 otherwise, leave it/set it as "None". Dim sValue As String = args.Value Dim myValue1 As String = "UD2 R-" & sValue Dim myValue2 As String = "Ignore" If Left(svalue,1)="R" Then BRApi.ErrorLog.LogMessage(si, myValue1) Else BRApi.ErrorLog.LogMessage(si, myValue2) End If   Any thoughts or am I approaching this the wrong way ? I cannot see that I would do this in a transformation rule as it is the source GL code that carries this information. Ch

As the subject line says I am trying to extract a Maintenance unit using a business rule.  We are on 8.1.0.  Below is the code I am using.  I have tried to use MetadataExtract.ExtractXML and XmlExtractContoller.ExtractXML, but I don't get what I am looking for.  It ends up dumping everything into the XML file. The name of the Maintenance Unit in this case is Integrations.  Can anyone see what I am doing wrong, or is there another Method I should be using?   ' Extract options Dim xmlOptions As New XmlExtractOptions ' extract all items xmlOptions.ExtractAllItems = False ' extract specified items Dim extractDict As New Dictionary(Of XmlExtractItemPk, Boolean) ' Groups are required to be added if extracting Cube Views extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.DashboardMaintUnit,"Integrations"), True) 'extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.BusinessRule,"XS_ExportAppTypes"), True) Dim xm As XmlExtractItemPk = New XmlExtract

Hi all  have you ever seen this error message? I am logged as administrator but when I try to import the journal from excel I receive this error message. "Security Access Error. Unable to create journal. Company X 2021M12_Investment Template Top_ACTUAL_TEST." Thanks for help, Marcello

Hello, We upgrade our OS from 7.2.2 to V8.0.0. When compile all BR we found an error on a SAP Connector BR: 1) Error at line 92: 'CreateSAPConnection' is not a member of 'BRApiDatabase'  2) Warning at line 93: 'Function GetLiteralParameterValue(si As SessionInfo, isSystemLevel As Boolean, parameterName As String) As String' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'."  We already copy dll files into the integration folder (sapnwrfc.dll and associated icudt50.dll, icuin50.dll, icuuc50.dll) and add on the Referenced Assemblies the "XF\ERPConnectStandard20.dll;XF\sapnwrfc.dll" Looking into the BRApi functions of 7.2.2 we have a "CreateSAPConnection" that is no longer available on this new version: Dim r3Conn As R3Connection =  BRApi.Database.CreateSAPConnection(si, "ConnectionName", True) Does anyone know which functions is replacing this

Good Day  I would like to know what could I possible check to ensure that a green cell turns to white so users can input data. I have checked the Accounts dimension on the row as well as the override dimension and the allowed input has been set to true. Further to that I have checked the UD dimensions on that cell and those are set to true as well. I have checked on the cube view and the modify data is set to true as well. Is there some other place I could see to resolve the issue?   Regards Rehaan

Hi Community, I am using a range transformation rule to give all balance sheet accounts a Flow of CB_Load. In the data source Flow is pointing the account number. I then use account ranges in the Flow transformation group to derive the Target Value of CB_Load. However, I am getting a validation error because Flow is reverting to None which is against the constraint settings for these accounts. I would expect this account (8100030) to derive a Flow of CB_Load due to Rule Name Range4 in the screenshot. However the Range rule is ignored and Flow is stamped with None as per the Mask pass through rule. Does anybody have an idea of what might be going wrong? I could just have a hundreds of pages of one to one mappings but this would be a nightmare to maintain! Please note that the account transformation rule is a mask pass through where Rule Expression = * and Target Value = * so in the above example 8100030 is also the account in the data source. Thanks Russ

Originally posted by Tim VierhoutHi, I am working with an automated import, which imports files into specific country workflow profiles. Right now this is triggered manually by the admin, but in the future, we want to schedule this. The DM Sequence loops all country workflows load the appropriate files and process the cube based on a parameter in this sequence containing the time period. For example 2021M1. Part of the calculation definition is to trigger a DM Sequence to execute a consolidation. In this DM Sequence, the variable T#WF is used, because it will also be triggered by users manually when executing the workflow. This leads to the problem, that when for example we load 2021M1, but in the workflow, something else is selected, the T#WF variable is filled with the incorrect selection, as in the month that is selected in the workflow. When manually triggering this is not a problem, because we can select the correct workflow. However, when scheduling, we would like to schedule fu

Does anyone have example code they'd be willing to share here that allows the Intersection Error report to be attached and sent via email when errors are encountered during *automated* load processing?Our users are being notified that an error has been encountered, but they have to log into OS to look up what the error was (new unmapped account, etc.). It would be nice to provide the error detail as an attachment or in the body of the email.Also just curious how others in the community are notifying users that Load Errors have been encountered during automation, and providing the error detail to them?Any input is appreciated.Thanks!

Hi all,  We created a test account to load some test data into but we now would like to remove the account. How would I go about clearing the data from the account in order to delete the account? The data was inputted into the account using an XFSET function.   Thanks!

Is there an upward limit on the number of blank lines that can be kept in a journal template?