Workflow and Data Integration

Hi All,  i am presenting to you a situation to understand if what we are trying to do is feasible.We are currently defining the transformation rules for a Client and these rules are quite complex, including composite logics (multi dimensional) and ranges and lists and masks. Based on our tentatives it seems that composite rules only accept masks as type of mapping apart from single code mapping. is there a way to use Ranges and Lists in composite mappings?I.E. A#[40610047;40610099;40620001]:U5#[??1000????;??1001????;??1002????;??1003????;??1004????;??1005????;??1006????;??1007????;??1008????] Thanks a lotMarco

Hello,Can someone please guide me to any useful document or link on Smart Integration Connector ? BR,Avijit

Hello,The data I am loading have a lot of wrong account/IC combinations and my load fails because of those.I want to create an expression rule to say:if the 'Is IC Account' property for target account in OneStream is not set to True; then map to IC#NoneElseDo normal mappings.Any help appreciated

Hi,I have an import step in a workflow profile, using a connector data source.For the current Scenario/Year there is no data. This is causing an error when I run Load and Transform.I know I can manually set the step to "Completed" using the complete workflow button, but is there a way to set the import step so that the Load and Transform does no fail in the first place when there is no data?Thank you

You can use Excel Import Templates to load data into OneStream via a Workflow Question Credit: Parker Laabs 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

Doing a simple XFD load and getting a strange message "Cannot load data to 'UD6' member 'member name' because it is not assigned to workflow channel 'Standard' or because the UD member is invalid for the specified cube.1. I have checked the Import_Standard node and can't see a setting that ties to UD6 members. 2. I checked the cube and can see that the parent dimension is allowed for the cube. Any help is appreciated,  Scott 

I need to capture username, date, time, and status, for two processes via Event Handlerload data to cube using workflow profile koolwfforce consolidate ActualsCould someone please point me to sample code or literature? I have been able to gather that I may need to use the transformationEventHandler but can't really reference the data types needed to pull the information listed above. Any guidance is greatly appreciated.  

Has anyone ever seen odd results from a user canceling a Forced consolidation, and subsequently running a normal consolidation?  A later Forced consolidation seemed to have cleared up the issue.  I maybe on a wrong path to what happened, but that's the best I can figure that happened.  

Hi,I have two sets of derivative source rules (see below). What I am looking for is to exclude the Accounts starting with 9203 from the second set of derivative source rules. Each derivative source rule loops through all source data rows, so it is not like in the mask rules, where placing the 9203* expression before the 92* expression would automatically exclude the first from the second set. What's the syntax to exclude something from a rule expression (in derivative rules)? Thank you

HelloWe have a set of cost recovery related accounts where the recoveries are calculated and captured centrally for budgeting purposes, but the actual recoveries are invoiced to the different entities and need to be captured at local source.I'm trying to find a way to restrict write access to the recovery accounts in our budgeting and forecasting scenarios but allow write access to everyone for the actual scenario. Does anyone have any easy solutions on how to accomplish this?Thanks

I have a Matrix data file with 36 Months of data. The header has the periods in MM/DD/YYYY format. Is it possible to convert this Format to OS Period format like 2023M1 and return in each of the 36-time source dimension in Data Source Setup?  

I have a data adapter with a query that lists all workflow profiles in the application. I need to exclude from that list all the inactive profiles (Profile Active=False)Where is this property in the database table?

Hi experts, I have a group of GL accounts that I need to map to either an expense / revenue based on the sum of the balances.I thought this would be easy enough with a derivative rule; first create an interim rule to aggregate the accounts and then create a final rule to check if the balance is greater / less than 0.Finally, I have used the final derivative rule in my target account mapping.But, this is not quite working as expected.It seems to just add the negative balances of the individual GL accounts under the "_N" rule and the positive balances under "_P" rule, therefore both my expense and revenue account in OS ends with a balance.Could you please suggest what I am doing wrong?Regards,S  

Hi,sorry, first time trying to use derivative transformation rules..I have setup the following Derivative source transformation rule:My understanding or derivative rule is that the account created by the rule (eg. New_CR and New_DR above) must then be mapped using the standard transformation rule, so I have done so: However, I get the following error when running a Load and transform of the data file:What am I doing wrong? Thank you

Hi Team,Maybe anybody knows where in the Database can I find table with Workflow statuses?I believe there should be such from default,Thanks! 

When using drill down to drill from a periodic value back to a connector business rule on a scenario that was loaded as YTD, is there any way to show the "Load Results from Imported Cell" as Periodic instead of YTD?  I would expect the drilldown to keep the same view.   

When I import Journal template via excel Journal name adds workflow,scenario and time to it. Is there way that it does not get added. see screen shot below for reference. 

I have used the FormsStausForWorkflowUnit method to check method of all forms. Unfortunately I'm not able to limit the amount of columns, is that possible? When I select 'Column Settings' it works only till the next refresh.Thanks a lot!

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

1. It appears WF setup with a Matrix Data Source always imports ALL the periods updated in the Source file regardless of the WF Period I am importing from. Is it possible to limit it to Import only the WF Period?2. 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.3. If I want load granularity by multiple custom dimensions, In addition to the one custom allowed for WF channel setup, can I use concatenation of Entity & Account & Custom as Source ID to preserve the data previously loaded? Is there another way to achieve this OR any cons with this approach?

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Does any one know if there is a BR command that can get the Workflow Name value from the Workflow Settings area of the Profile Properties (e.g. Import, Validate, Process) in a business rule?  To be clear, I'm not looking for the name of the workflow from the General section. I'm looking for the part of the workflow that determines the chevrons/bubbles that walk the user through the workflow steps Thanks,G  

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to:

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help