Workflow and Data Integration

Hi Community,  does anyone have a list of special characters that OneStream does not allow to be used in passwords for service accounts used for direct connections?    Thank you

Hi, I am trying to run an elimination export where I am trying to pull data for elimination  under a hierarchy. If I am leaving the parent pov blank- I get the below error. Error processing Data Management Step 'Test'.Error processing data. The item was not found. Entity, Parent, -1. What should I do to dynamically pull elimination for a hierarchy.

Originally posted by Chul Smith4/27/2020 How can I prevent workflows from being closed?

Does anybody know in which table are Transformation rules mapping stored? Thanks

We have a TransformationEventHandler that adds missing members that is kicked off by the  Select Case args.OperationName Case Is = BREventOperationType.Transformation.ParseAndTrans.ProcessTransformationRules 'Suspense Invalid Members If suspenseInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) 'Create Invalid Members If createInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) End Select Our security profile assigns different groups to each workflow's execution group. This prevents users in one entity from seeing or executing workflows for another entity. When a user in an execution group tries to import or retransform data, they get the following error: Unable to execute Business Rule 'TransformationEventHandler'. Security Access Error. User is not authorized to access workflow profile. We can avoid this error by setting the ManageWorkflowProfile security role to the same group

Hello,I have a dashboard on a workflow and the profile name is Workspace, Certify. I would like to be able to batch certify this node but I cannot because I believe the system is expecting me to manually Complete the Workspace first. Does anyone know if it is possible to either auto complete the dashboard workspace or not have to complete the workspace.I am able to batch certify once all of the node have been manually completed. Thanks!Laura

Hi All -  I have a requirement to automate the data load from ERP to OS every couple of hours and it is an On-Prem ERP.  My below is my approach. 1. I was able to integrate the ERP to OS using the Smart Integration Connector. - Completed.2. I am thinking that If I can Invoke the connector rule in the extender rule then I can schedule using the DM. Does that work ? Can I call the Connector rule ? if not any other approach available ?Please Suggest.Thanks. 

I am trying to export Data including dynamically calculated accounts using a DataBuffer (Not just base members but all intermediate levels).I can do this by looping over Accounts+U1+U2 combined with GetDataCell()... but it is unbearably long and inefficientI am wondering if we can use a data buffer this way ? If not what would the best method be ?  Dim MFEntity As String = "E#TopEntity.TreeDescendants.Where(Text1 Contains 'myValue')" Dim lstofEntities As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Entity_Dimension", MFEntity, True) Dim MFAccounts As String = "A#Root.Base.Where(AccountType = 'DynamicCalc')" Dim lstofAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Account_Dimension", MFAccounts, True) Dim lstofAccountsStr As String = String.Join(", ", lstofAccounts.Select(Function(x) "A#" & x.Member.Name).ToList()) For Each myEntity In lstofEntities Dim mfDataBuffer As String = "FilterMembers(E#" & myEn

Hi All, Can someone explain to me how the StageLoadToFinanceResult table could be empty?  It's my understanding this table gets populated after each load and it's what OS uses to determine what to clear out prior to reloading data from the same workflow.  I am looking at an application with no data in this table which is baffling to me even after performing a load.  Can someone provide an obvious answer to this....perhaps I am not thinking of something obvious. Thx,Mike

Hi, I have a workflow with a certification as the last step. I can change the status of the questionnaire every month except December. I am an administrator user.  Dec:     Nov:         Do you know how to activate the option in December? Regards, Sara.  

Thought I would share this from one of our Distinguished Architects: Although uncommon, but occasionally happens: Someone closed the workflows! This usually happens during or just after end user training. You’re probably wondering ‘how do people do this when it’s not something we show them?’. Your guess is as good as mine especially since a dialog box opens to ask them if they’re sure they want to close the workflows. So then the next questions are: How do I re-open them? Who closed them? Can I prevent it from happening in the future?   Answers: Go to the top workflow for the scenario and year that was closed and you should see Open WF (step 3).         To find out who closed the WF, you select the cube root WF in OnePlace for the specific scenario and year that was closed. Then in the right window, right click and click Audit (your menu might be slightly different from mine).         In the pop up window, expand Manage Workflow

Hi - Has anyone done WEBAPI through SIC ? I followed the document and I am not successful connecting to the endpoint. All I am trying to get the HTTP response. There are no issue from the firewall and thr port are open. We are able to successfully execute the endpoint from POSTMAN.   Any help would be appreciated.   Thanks    

Hi,Can OneStream consume Json data (retrieved with a API from 3rd party system) or must it be converted?Thanks

We have several workflows that for audit backup we have the users attach documents.  With employee turnover the next person didn't know they had to attach the document.  Is there something like an After Event rule you can do to check that something was attached or in a confirmation step?

Hello, I am receiving the error "Entry with the same key already exists" when trying to load a xml through a workflow. I have checked all of the dimensions, transformation rules, data sources, etc. and am not finding any duplication. Looking online I see recommendations on other platforms where the issue relates to a ListDictionary and Add within the code where it tries to add something that may already exist?  I am curious if anyone has ran across this issue and how you resolved it.   Summary: An entry with the same key already exists. ---------------------------------------- Description: An entry with the same key already exists. Error Time: 3/3/2023 10:03:03 PM Error Level: Error Tier: AppServer App Server XF Version: 6.8.1.13230 App Server OS Version: Microsoft Windows NT 10.0.14393.0 Total Memory: 68,719,005,696 (64.00 GB) Memory In Use: 1,979,629,568 (1.84 GB) Private Memory In Use: 2,175,569,920 (2.03 GB) Peak Memory In Use: 2,666,090,496 (2.48 GB) Maximum

Hi everyone! Quick question - I have a workflow profile which is used for the Actual scenario in order to post central overlay adjustments. This all works fine for our needs. However, when it comes to other scenarios like Budget, Forecast, etc, it's just not at all relevant and my hope is that I can simply switch off the whole workflow in certain scenarios. However I can't see a setting for this in workflow profiles. I can see I can easily make individual Forms and Import steps not appear according to scenario (in the "Profile Active" setting) but I can't see a way to switch off the entire workflow for any given scenario. PS - the idea is that someone doesn't have to click through a bunch of forms in the budget/forecast every time which will always have zero/nil entries in them. Let me know if you've got any ideas! Thanks,Richard

Hi Everyone. How do I add an entity to this section of a workflow profile?  

 We are loading data using SQL connector business rule and it works fine manually. Now looking for a way to load it automatically using a extender business rule and then calling from DM step. All documentation in design ref guide point to using the following code. This works when loading from a file ( with specific file format) and the file needs to be in harvest folder. I can also make it work by keeping a file which is blank in the harvest folder and still executing the workflow using the connector BR. But is there a better method which does not involve a file. Dim batchInfo As WorkflowBatchFileCollection = BRAPi.Utilities.ExecuteFileHarvestBatch(si, scenario, timeperiod, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) 

Hello, I am a new OneStream admin and I was wondering if it was possible to set up a business rule that would send an email to recipients when someone has processed a cube. The end goal would be to alert the team that changes have been made the the financials.   Thanks!

Hi, is there a way to present the "Cube Root Workflow Profile" description in the workflow selection window rather than the name. So in this Example below it would say Test rather than GolfStream? Thanks

I'm trying to load plan data into a range scenario that spans across 2 years. While the workflow view year is 2024, the range is set from 2024M1-2028M12, so the expected result would be that the load can occur for the 2024 and 2025 data that is being loaded in this import step. Is that hypothesis true?  The primary question is: What is the difference between workflow view year and workflow range? Additionally there is an icon in the workflow that "cannot import data to time periods 'AFTER' the workflow view year [2024] (see below).  In the application properties, there is a setting that allows loads after workflow view year.  When this is set to true, the icon goes away and data can be loaded to both years. We are trying to avoid flipping this switch to keep users from accessing any time periods not within the range. 

hi folks!  I'm seeking advice on overcoming the obstacle of exporting data from an Operating System (OS) to make it accessible for a Business Intelligence (BI) solution. Currently, my goal is to export data into a STAR schema within an external database. While I know this task is achievable, I'm curious to learn if anyone has leveraged the OneStream WebAPI or any other innovative methods to retrieve data instead. Would appreciate insights or experiences shared on this matter! Cheers Frank

Hi all, Is there a way to export (for instance to text or CSV file) the error message from a set of confirmation rules applied in a workflow? For now I see it's possible to export one at the time (meaning the error message from one rule) using right click on the error message itself but not for all the error messages at once. Is there a way to export them?   Thank you

Hello,  I have created a Workflow Import Step for Year End Adjustments and I want this specific step to only show up for Month 12 in OnePlace. I don't want users to be able to see this step for every period. Is there a way to do this? Thanks,

Hey all, We are currently looking into BI Blend and use it for our Sensible Machine Learning solution that we are about to implement. The initial plan is to use two BI Blend instances one for  historical data which is very detailed data with a long historical range. And a second for a more short term forecast period. Our ambition long term is to be able to use our Forecast BiBlend table data in our Planning process and our regular  Cube and Scenario.  Do anyone have a recommended approach to migrate data from BIBlend into cubes?