Workflow and Data Integration

Hey Folks, I am looking to map all validation errors that might occur during an automated load to a placeholder member in the UD1 dimension, but i am running into issues as the mask rule approach is not working. Does anyone else have any other way to make this work? Below is what i have tried but i still get kickouts in the validation step of the load process.    

We have a client who wishes certain workflows (Input Child) to only be visible at specific periods during the year (6 and 12) The only way I could conceive of this based on my knowledge of OneStream to date is through managing security profiles somehow (Access Group) But everything I have seen indicates a very binary process, you have access or you don't.   

Has anyone come across a bug that causes S4 HANA - URL drill-back to get truncated on execution? We are calling a remote URL that opens the Fiori app.  The actual URL gets cut off from the # sign from the OS Drill-back in the browser. Simple code in use - The drillback code is:drillBackInfo.DisplayType = ConnectorDrillBackDisplayTypes.WebUrlPopOutDefaultBrowser.OneStream Support reported this as a bug in the solution.  Any thoughts?

Hello, Has anyone had this error message "No valid DataKeys (Scenario/Time) found in data source".  I received this message when importing a "text" file through the workflow.  Once import is selected and is at 94% complete prior to validation.   I have checked on Scenario & Time to make sure it is proper.  I need help on how to fix this.   

Hello,Is there any way to leverage a Dashboard Extender rule to set Workflow POV items? I previously had made a post by doing this in the new SmartLinks rule, but I was able to find a way to avoid using that. When my dashboard gets loaded, an extender rule executes, I want to run a subfunction that updates their workflow profile, scenario and year.Is this possible?

Hi all, We have Excel file that we upload into Cube (some tabs from this Excel file). This file also contains additional tabs that we want to upload into stage only and create cube views based on numbers on these additional tabs. Could you please advise where I can find instructions how to create, upload, perform mappings (if necessary), aggregate stage data and create cube views based on stage data.  

Our team submits topside entries in OneStream using the Adj channel. Upon a journal reaching "Submitted" status, I want our application to send an email notification to the approver that the journal is ready for review. We already have email notifications up and running for our application. I would like to have the email distributed based on a security group we have, CorpAdjApprover. Any ideas on how I can set this up? Would it go through an Event Handler business rule? Thanks in advance.

Just a heads-up for anyone using the REST API - this may save you some head-scratching!GetAdoDataSetForAdapter (5.2.0/Synchronous) and non-Default WorkspacesThere appears to be a problem with running GetAdoDataSetForAdapter if your DataAdapter is not in the Default Workspace. The Data Adapter returns an HTTP/200 in PostMan BUT the Response Body is null.It appears that the WorkspaceName parameter in the RequestBody has not yet been implemented in the RESTAPI.The RESTAPI documentation still referes to this parameter as being "reserved for future use" (but I assumed that this was a documetation bug as non-Default Workspaces have been out for a while in 7.4/8)API Version 7.2.0 and WorkspacesIn the Asynchronous APIs (7.2.0), there seems to be no way to specify the Workspace when you are generating the Application Session Token (SI), so you get the same problem with Data Adapters not in the Default Workspace.I proved this by moving my Data Adapters to the Default Workspace at which poin

Hello Everyone,I was wondering if anyone has experienced and resolved the issue I am finding. I am working on an excel workbook that has tabs corresponding to each workflow step consisting of various forms.  These forms have parameter requirements. The request is to have the parameter dropdowns on each excel tab. The issue I am having is some of these form tabs have the same parameters. I am met with the popup, this parameter already exists when trying to introduce it a second time on a different tab.  I know you can set one parameter to work across the entire workbook however that is not what my client wants.  The only way around this that I have found so far is to make multiple copies of parameters within the Application however I would rather not have multiple parameters that are the exact same. The other option is to have a separate excel workbook for each Workflow task.I find even setting the parameter to be used across the entire workbook to be a bit clunky.Thanks

Dear colleagues, Please advise do you have experience with automation of exchange rates calculation. We need to pick up daily rates for different currencies from different source websites, calculate monthly average rates and end of reporting period rates and upload them to the correct time period in OneStream.  Where can I find guidance to solve this task?

Hi Team, I just want to create a report, in that report user can review like (which user has certified the respective entity in the workflow with date and time). i could not able to find in which application database table certification status details will store. can you please help us with the table name. so that we can write method query to fetch the data.

Is there a way to extract a table with the processed information in tables that resulted from a rolling forecast?

I wanted to know if there is a way to automatize the process of import of data so that a user does not have to do it, as the client wants it to be done 2 times a day without a person being involved

As you can see I'm not even sure how to title this post. I have a user from a sub who has asked whether there's a way to create a popup message to the individual trying to import data if they are loading to an incorrect (but viable) intersection? I've been asked similar questions in the past about creating popup messages.  I assume there must be a business rule we could create but not sure if such a thing would be possible during an event like importing data. Thoughts anyone?

Is it possible to place a restriction on a scenario member to prevent data write via XFSet? This would prevent data load via XFSet for Actuals (so the workflow can't be bypassed), however would allow data send via XFSet for budget / forecast scenarios. Would appreciate any input if other users have dealt with this issue in the past.  

Originally posted by Francisco BassolsHello, I am trying to create a report showing the audit trail of which users performed specific actions, as load data, process cube, certify steps or lock/unlock a period from the workflow. While the dashboard "WF_WorkflowStatus_RPTAR" (from the administrator solution tools) but it only shows the status (e.g. Completed, Locked) but there is no trace of who performed the lock action. I've looked in the tables "TaskflowStepLog" and "WorkflowLock" from the application database as in the tables "TaskActivityStep" and ''TaskActivity" from the os_framework2 database, but with no luck.  Do anyone knows where to find this information or could provide some guidance on it? This kind of information is sometimes requested during audits and would be handy to be able to retrieve it from the system. Thanks in advance, Francisco

How do l start the process of importing a  .csv file into onestream

Hello,I am currently working on the Business Rule WorkflowEventHandler to update a custom table when certain tasks are manually completed in a workflow. The scripts shown in the screenshot are located in the section where Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus, with the following condition: If NOT args.IsBeforeEvent Then.I want to trigger the function after the current workflow is fully completed. However, despite testing various syntax alternatives, the function consistently executes before the workflow is fully completed.For example, when I initiate the last step of the current workflow, the function is always triggered at line 141. For context, this issue occurs when the workflows consist of multiple tasks. The final task varies depending on the workflow—it may end with Import, Confirm, or another task.Below are the syntaxes I tested but without success.Could you please help me resolve this issue?Thanks 

Wondering how we can zero-out the translated FX noise in a local (Euro) base entity that has the accumulated FX noise showing up in USD after the entity has all of its local currency balances zeroed out.   We have some adjustment USD sibling entities to this Euro entity in question but entering an offset in that entity does not remove the translated USD amount.  If we set the properties to Is Consolidated = False, would this completely remove that entity from consolidated history (if we were ever to go back and reconsolidate the system)? Has anybody encountered this and what did they do? Thanks. Mike B

Rolling Quarterly Forecasts- to Import 12-month flat files- Several times daily during a cycle- 12-month Matrix Data Source 1. Forecast Q1 '25 flat file- Columns Q1-Q4 '25 = amounts 2. Forecast Q2 '25 flat filea. Columns Q1 '25 = blanksb. Columns Q2-Q4 '25 = amountsc. Q1 '25 to be refilled with actuals- using a DM Job after the initial Import 3. Forecast Q2 '25 flat file - Columns Q1 '25 = blanksa. Direct Import/Load- Wiped out refilled actuals in Q1 '25 = blanksb. Standard Import (Import, Validate, Load)- Kept refilled actuals in Q1 '25 4. Blank Columns - Q1 '25, etc = Prior Periodsa. Why do Direct and Standard process blank columns differently?b. How to make Direct process blank columns like Standard?- Keep actuals in Q1 '25/prior periods in OS Data Cubes TY.

Hi,Is it possible to map two account dimensions to two different columns in the fields in DatasourceThanks,Chandu

We have noticed that BI Blend drop tons of lines during the import and does not log any error. We took few not loaded entries and try to load to table again but getting below error.  Just few lines of data. Tried to play around with Agg properties but could not find any solution. Summary: BI-Blend base data does NOT match any Aggregation Base Members.

Hello, everyone, Could you please advise where (in what folder) all attachments to journals are stored in OneStream?   

Getting this error while loading data from BI Blend table to the stage data in the workflow. We have five workflow and trying to union to load the data to the stage & eventually to the cube. However when we load from one table it fail & give column mapping error but clear data and reload next one then it goes through.    

Hi - we're trying to PULL files from an SFTP server. These will be used for our OneStream load. Are there any sample BRs that we can reference to facilitate the file transfer from the SFTP server to OneStream? Are there libraries readily available in OS for this?   So far, we have completed the following. 1. Whitelisting of OS IP from SFTP Server 2. Received SFTP server and credentials needed   Thanks!