Workflow and Data Integration

Hi Does anyone know where all of the below information is stored?    Thank you, Mikki  

Hi Onestream expects,I have a .xlsx file located on my local system's C drive that needs to be moved to the Onestream Harvest folder in order to import it into the workflow. Kindly provide an  Extender Business Rule code on this.It is really helpful to my requirement     

Hi,  I am trying to load a CSV file to OneStream through my Workflow. I have a few rows in my csv file where the IC column is empty. I am trying to map those IC lines to go in "None". How would you do this? I have tried through a one-to-one mapping; source: |null| and target: None, but it doesn't seem to be working. Thank you

Hello Everyone,I am having issues retaining the previously selected parameter value in the dashboard, which is linked to a button component. I have a dashboard that has a parameter to pick an entity, and this parameter is attached to a button component in the dashboard. Let's say I run the dashboard and pick an entity X from the button for the first time. If I try to open the same dashboard again and again, the same entity X gets displayed by default, which is expected.Now the problem is when I attach this dashboard to a workflow. From WorkFLow, the entity that I picked for the first time in Dashboard is not getting retained when I open the same dashboard multiple times from through WorkFlow. Is this behavior expected, or am I missing something here? It would be great if anyone could help here.Thanks, Balaji V

Originally posted by Rich House4/22/2020 Hi, I have a query I'd like to solve. I have a data source where the Entity and UD5 are in general driven from the same column ""Profit Center"", column 6, in a delimited file. However there are instances when the ""Profit Center"" column is BLANK. Is it possible for those instances to use a different column i.e. use the ""Company Code"" column 1. If its possible, what is the best approach? Or perhaps, can I populate ""Profit Center"" with the ""company code""? I could then use 100 and 600 in my transformation rule

Hello there, In an Import WF profile, I would like to duplicate all rows where the UD3 member is different than None. In the duplicated row, I need to change the UD3 POV to 'None' I know this can be done easily through 'Derivative Rules', however I am trying to do so in the Data Source through a 'Complex Expression' or 'Business Rule'. PS: This is bad practice since source data should NOT be altered to keep Audit trails, but in my case I am just exploring possible options  

Is there a way to log messages to the Error log within a Smart Integration Function that is running on the Local Gateway?  I notice when a new SIF is created, none of the OneStream libraries are available.   I did find an example where the OneStreamGatewayService library was included.  Is there any documentation on this library? Thanks, Scott

To be able to use them in Task Scheduler, you must organize your DataManagement Steps into Sequences. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

How do we delete the seeding data for a specific entity and month without an import workflow or resetting the whole scenario?

Hi everyone, I'm having a problem with the Harvest directory. Indeed, I have two batches running at the same time and which retrieve files from an SFTP to put them in the Harvest directory in order to load them into the WF corresponding to each file, for this I use this line coded :Dim batchInfo As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, fixedScenario, systemTime, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) But with this line I do not filter the files present in Harvest. Is there a way to filter by file name inside Harvest which seems to be common and mandatory? Thank you for your help

I have a delimited data source as matrix data to fetch opening, debit and credit flows. The credit amount comes in as absolute, and I need to factor it with *-1, but opening and debit flows must remain unaltered. As I need the data for RCM, it needs to be converted in Stage so I cannot use a Composite TR to flip sign on A#*:F#Credit.   Any recommendations on how I'd be able to achieve this in the data source?

Has anyone had success getting Journal audit data for changes to journals (not templates but journal entries)?  I suspect they can simply be pulled from the AuditJournalHeader and AuditJournalLineItem tables but having issues.  I only get one record in the Header table no matter how often I change a particular journal and nothing populates for the LineItem table.  I feel like they are not completly working correctly or I don't understand fully how and what they are logging.  I have tried to find a report in RPTA or other solution to see if I can figure out how its done but can't find anyting from OneStream for journal changes like there is for metadata changes.  If anyone has tried to tackle this I would appreciate anything you can provide.  Thanks in advance.

Hi I am loading data into a Bi Blend table and I don't want any aggregation applied. My understanding from the documentation is that I can use 'SSOnly.' However, whenever I try use this I get an error. Below is the config: Question 1: Am I doing something wrong in my config or is my understanding of how it works is incorrect? Another idea of mine is to set the Blend Unit Dimension Token to a UD member which will only ever have 1 member (e.g. UD4 and set the Aggregation Info to 'None'), so the aggreation should never create any additional aggregated parent records. I have tested this and it appears to work but I am worried that there is a potential issue that I'm not aware of... Question 2: Is this a viable workaround and is there anything that I should be worried about if I follow this approach?   Thanks, Mark    

Currently, we have a manual process that involves a user running a Load and Transform that uses a data source with a DM Sequence as its source. That sequence uses the |WFScenario| parameter. This all works great until we try to schedule it. I pass the scenario and the time in with a parameter at the Sequence level. The first step takes this parameter (e.g., Scenario=BudgetFinal) and creates a trigger file in the Batch folder and runs ExecuteFileHarvestBatch. The correct workflow executes but appears to be pulling its data (via that first DM Sequence/Data Source using WFScenario) from my current, user WF/POV. I've tested this by navigating to correct WF/Scenario, then running the DM job I want to schedule and the data successfully imports. If I then navigate to a different scenario and run the same DM job again, the import fails with the error that there is no data. I would expect the WFScenario parameter to use the scenario of the WF that is specifically calling the parameter but that

 I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.

Hi, I'm having trouble running a relatively simple Copy Data data management step. The step's source and destinations share the same cube, entity, time period, and view. They differ only on scenario. The step copies all of the imported, forms and adjustment data. There is data at the specified intersections (cube-scenario-time-entity-view) in the source. However, when I review the destination , I do not see any data copied to the destination. What else should I be checking to ensure that my Copy Data step works?  Thanks!

Hello everyone, I am trying to create a data source with two numeric values, one being amount and the other one being volume. But I am not sure if this is possible. Objective would be to be able to look at a P&L either in currency amounts or in unit volume. Is it possible?like this 

I am creating a dashboard that has several sections. The middle section is a cube view and I need to add horizontal and vertical scroll bars. I looked at existing dashboards and can't find where the setting is. Could someone please advise where to change the settings. Thanks.

Dear community, I'm creating a very simple balanced journal template, with the exception that this journal will have to use "alternative input currency" flows. For that, I have set 2 flows like below : Input_USD : Input_CNY (chinese yuan):   My journal is of "balanced" type. However, I have input done in both USD and Chinese Yuan and the Journal doesn't seem to care ? In the exemple below, I have 20 USD booked, and 20 CNY booked, and OneStream considers the journal posting as "balanced" : Am I missing something ? Regards,      

I am trying to load data into a new cube from the vStageSourceAndTargetDataWithAttributes table.  I am seeing most lines duplicated numerous times and the only field I am seeing with different values is the 'Ri' field.  I have not been able to find a listing of the definitions of the fields in this table and so am struggling to determine why the data is duplicated in Stage.  I have checked the actual data import from Snowflake and it does not show duplicates at any stage of the import process. The SQL I am using to pull the data is: SELECT TOP 100 *FROM"vStageSourceAndTargetDataWithAttributes"WHERE Si = 'SF_Rev_Summary'AND Ac = 'ACCT0334_AC'AND Et = '0034_ME'AND Tm = '2023M1'The results from the data adapter are below, the first 5 rows are duplicated apparently due to the 'Ri' fieldI appreciate an insight or feedback folks may have. Thanks

HiI am executing a data management sequence from a business rule and I would like to display the task progress dialog box. Is this possible?e.g. When I click run from the Data Management tab I get the following:I would like the user to see the same thing when I run the data management sequence from a business rule.Regards,Mark 

Hi,We have a workflow as below - contains multiple 'Import' workflow profiles.  We want to be able to lock 'IFRS16' without locking 'ImportAX', 'RevenueImport'.  Lock after Certify is activated.  When selecting IFRS16, Lock, all 'import' profiles are getting locked.  Do we need Workflow Channels or split the Workflow and keep IFRS16 separate ?  Thanks for your advice. HildeWhen selecting Lock with IFRS16 highlighted :   

Outside if BI Blend, is there a use for the Attribute Dimensions and Attribute Value Dimensions?All of the documentation that I am reading, the search for Attribute Dimension only shows up in the BI Blend Section.

Does anyone have a solution to having the workflow period default to the global time? It's a minor annoyance, but for those switching workflow profiles often, it's annoying that it just always defaults back to Jan, and then you have switch to the current period. I understand that not all workflows are set monthly, but if your scenario Input frequency is monthly, it would be nice if it could read of the global time as the default period it goes to, versus just going back to a locked period.

Hello,We noticed that Workflow on entity can be unlocked and relocked even if the parent workflow (period) is locked. We need to have a direct dependency between the parent and child workflows for the lock of the period.