Workflow and Data Integration

Hello, I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it.  Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it. Thanks, Will

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

I would like to see just the current form profile and related cubeview to be seen as "Required" option. I dont want to see this "Deprecated" options. Does anyone know how to change this? I couldn't find an option in the workflow profile.   

Hello, I have a workflow step of type 'Workspace, Certify'. Through a workspace button, I am able to complete/revert the step. I am wondering If I can navigate to the 'Certify' window automatically upon completing workspace through a business rule, or we can only do so manually ?

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hi, I'm a little confused with a workflow security issue I have always assumed that locked and certified parents prevent the unlocking and modification of the workflow steps below it, however I have just tested and found this isn't the case. I have locked and certified a parent workflow, logged in with a test user that only has access to a single base entity but has the 'unlock workflow unit' security application security role and in my test I am able to unlock my base entity, make changes in forms and relock, all without disrupting the locked and certified status of the parent. Is that the expected functionality? Does anyone have a recommendation for updating the workflow unlocking so that it will only be allowed if the parent is also unlocked? In my first attempt at an eventhandler I ran into the issue that I couldn't access the locked/unlocked state of the parent workflow without the user also having access to the parent workflow

Hello, I am trying to pull data into OneStream from Snowflake using REST Api. Does anyone know how the entire process works and worked on it before .If anyone one can give a heads-up on this it would be of great help ,I have been going through few documents but not able to understand it up to the mark .If anyone has a business rule that I can use as reference and build my BR that is greatly appreciated.

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Some users are facing issue when running a calculate in a specific form in OS. I attached the error log. We're not able to replicate the issue. We notice that around the time the issue occured the CPU usage was 14%. I don't know if there's any link. Can you, please, help ? Summary: An error (The request was aborted: The request was canceled.) occurred while transmitting data over the HTTP channel. The request was aborted: The request was canceled.   ---------------------------------------- Error Time: 12/13/2023 4:15:28 PM Error Level: Error Tier: Client User: Justine UREEL Application: CONSO_PRODUCTION Web Server: vmPRD1Web2 Web Server XF Version: 7.0.1.13612 App Server: vmPRD1App5 App Server XF Version: 7.0.1.13612 App Server OS Version: Microsoft Windows NT 10.0.14393.0 Session ID: 330d13da-2417-4c2f-8734-e711820e6b76 Error Log ID: 27125b97-acc3-4ba7-a4ad-6e671620bc83   Total Memory: 68,719,005,696 (64.00 GB) Memory In Use: 3,243,065,344 (3.02 GB) Private Memory In Use: 3

Hi, I am trying to load data from file where amount should be calculated as prior period minus current period and loaded. I tried using derivative rule to setup current period equal to prior period and multiply by -1 as below but it is being assigned to prior month, it is taking the current month value as below and calculated as zero. Please help me how I can assigned prior month value to current month.   Thanks, Manju Komara

Hi All - explored other threads but could not find the right answer. Unsure if this should be one or two mappings and what type if they are a conditional rule or composite? If value at SourceAccount MAIN has a value of 1, then: Source should be SourceAccount A for Target Account A and Source should be SourceAccount B for Target Account B Otherwise, Source should be SourceAccount C for Target Account A, Source should be SourceAccount D for Target Account B Thanks!  

I am trying to update StageSoureData table with member information during import step at BREventOperationType.Transformation.ParseAndTrans.WriteTransformedData event. Next when I go to validate step I am not seeing the updated data from StageSoureData table.Any idea from which table or cache the validate and intersect steps will get data?Thank you

We have come across an issue where a subledger has been loaded but is not picking up a singular item/line in the subledger. The item contains a number of commas and special characters in one of the text attribute columns, as do other items in the subledger, these other items load no problem. For additional context the item contains over 100 characters in this text attribute column, as do other items in the subledger, and although a character limit had been placed in the data source via complex expression all other items make it in except this item. Any thoughts would be great, Thanks!

Hi; While trying to export TRX file from the transformation rule, the Visual Studio gets opened and it in turn gives an error message and I do not get an option to save it as a TRX file.  Would anyone be able to give any suggestions to help.    thanks Kumar

When we use the "Import a TRX file into the selected group" icon, the .trx file keeps getting uploaded into the "one-to-one" type. How I upload my .trx file into the proper Type (i.e. Mask, List, Range, etc). Background: I extra a copy of an existing transformation mapping by going to a rules profile/group and clicking onto the "Export selected group to a TRX file" on the top of the page.  Once I edit a few mapping changes and save the file back as .trx, I attempt to upload this .trx file using the other icon, "Import a TRX file into the selected group".  However, each and every time I upload this file, it doesn't hit the right Type (i.e. Mask, etc).  I extract from a Mask, and attempt to upload into the Mask Type, but the file keeps on going into the "one-to-one" type.  There must be a change I need to make to the .trx file before uploading it, to allow the system to know to upload the file into the Mask type and not the one-to-one type?   

Hi,   I have a WF where I dont want to have user load data through import. Only Forms and Adj. I could turn the profile Active to False.but the problem is  I have a historic WF where is an import level for this entity. I tried doing the  optional data load to True. when i am complete the Workflow for the Import step - I get a error saying import step doesnt have a datasource assigned- which is expected as I am not having a active TB load.   Any suggestion where I can complete the WF - Import step without really loading data?    

I have an Import Profile Type that includes a Workspace, Import, Validate, Process Workflow Name. The Workspace step uses a Dashboard that contains a SQL Table Editor component.  The table does not allow updates. When I run the same Dashboard from the Dashboards editor it allows updates.  I've also tried using a Forms Profile Type instead of an Import Profile Type and that allows updates too.   It must be something with the Import Profile Typet that is preventing the updates.  Is there a setting that I can change to allow updates in the Import Profile type?  

Hi,  I am using Derivative Rules in order to generate additional records in Stage. In this example, I have two derivative rules per I/C transaction. The account mappings will bypass the original source value and one condition will be met and therefore loaded to the cube. If the value is greater than 0, then the value will go to 40L1CA.001A_DER. If the value is less than 0, then it will go to 40L1CA.001L_DER. Derivative Rules: Account Mappings: IC Mapping:   The value shown below is $224,469.18 therefore the rule is correct. However, the IC is this case is mapping to None. I was expecting IC to map to IC partner 170 based on the IC mapping shown above. How can I ensure that the IC partner is mapped correctly to the cube? I want to ultimately tie out IC matching report.

Hi there  I need to write a composite UD1 composite mapping rule based on a another dimension (Entity)  Example :  looks to see if the Entity is a base of Parent A , then map it to UD1 X , otherwise if the entity is a Base member of Parent B, then map it to UD1 = Y Please help    

HiCan anyone advice how to push OS data back to SQL server by using SIC gateway?We setup the SIC to import data from SQL servers to OS successfully in SIC business rule, but no idea how to push back data from OS to SQL by the SIC.Business rules created in Extensibility do not work like BRApi.Database.SaveCustomDataTable function.Thanks 

Hi All,  We are using FdxExecuteDataUnit to export data to SQL tables for consumption by downstream systems. Is it safe to run FDX queries while consolidation/Data Loads is in progress ? Regards Sridhar 

Hi All, We are facing an error "Unable to execute Business Rule 'BusinessRuleName'. Select a valid workflow, scenario and year, when executing step from PowerShell/REST API. We are passing the parameters using the option "CustomSubstVarsAsCommaSeparatedPairs". Please help if the execute step and the execute sequence works for business rules with parameters using Data Management api from PowerShell. Please help me with sample code. Thanks & Regards, Lova Ramisetti.

Hi there, I have a Workflow Import process that runs automatically via Task Scheduler. My question is, is there a way to capture the Invalid Intersections then send it via email? The idea is to get alerted via email without opening the application that the Validation failed. Regards Jesse

Hello Community - I am using multi select combo Box to pass periods selected by user back to business rules, receiving the selected periods in the BR but while executing getting error "Error processing Data Management Step".  Under Data Management I have set Time Filter as WFTimeYear_CopyFAPC=|!ml_WFTimeYear_CopyFAPC!| and  Parameters = WFTimeYear_CopyFAPC=[|!ml_WFTimeYear_CopyFAPC!|]. It looks like the Time Filter is not processing multiple periods from the Parameters, what is the correct way to pass these periods into the Time Filter under Data Units section. Thanks.

Hello, Is it possible to get the user who completed a 'Form Input' step in OneStream ? To clarify, I am able to do so for 'Import/Validate/Load' steps but I'm under the impression that it's impossible for Forms or Journals. Anyone with a similar experience ? Thanks Here goes my desperate attempt: Dim wfstatus As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, mywfstep) Dim logusername as String = wfstatus.LastExecutedStep.StepLogItems(0).UserName ' (wfstatus.LastExecutedStep.StepLogItems is Nothing) = True