Workflow and Data Integration

HiIs it correct for OneStream to include “No Data” rows in the IC Matching Summary?  The matching tolerance is set to 1000 and “Suppress Matches” is not selected (since matches need to be displayed).  These accounts previously contained data but were cleared out.   

I need some assistance.  The following error is displayed during the Load and Transform WF step (v9.0.1.17608): The use of "?" and "*" is discussed in the Design and Reference guide as per below:Requirement:  There is an entity with 5 characters with suffix _ICI30 that needs to map to C4500 if the IC has 5 characters, and another with 9 characters with suffix _ICI30 that needs to map to C3000 if the IC has 5 characters.   How do I define the rule expression if E#[?????_ICI30]:I#[?????]  and E#[?????????_ICI30]:I#[?????] are incorrect?   

Hi Everyone, Need your support  I am currently preparing a dashboard to manage user security details in OneStream. As part of this, I need to retrieve and modify Workflow Profile access groups. Specifically, I want to get the Access Group names corresponding to each Workflow Profile (e.g., for Workflow Profile US, the View group is US_View and the Modify group is US_MOD) based on scenario type. Currently, I am able to retrieve the AccessGroupID, but I am unable to get the group names. Could you please provide guidance or confirm the table/approach I should use to map Workflow Profiles to their Access Group names? Your assistance will help in correctly setting up the dashboard and managing user security efficiently. Data Adapter to pick group Data adapter to pick Workflowprofile and assigned entities. Thank you in advance for your support.

In v9 we are misssing Ic matching accounts where as i can them in 7.3 is it know issue in v9?Intercompany matching settings has been enabled and parameters are set.      

I have used SaveCustomDataTable in OS v9.01 where you need to clear the data before loading the table and it works fine.Recently i was building similar logic in OS v8.2 and noticed that it was truncating my table , is this expected or is there something i am missingit is the standard call:BRApi.Database.SaveCustomDataTable(si, "Application",Table,dt,True) 

Hi All,I am writing an Connector BR to connect to a system via their API.  I first build the rule as a Extender rule so that I can test the logic.  So far it works great.  It uses Asynchronous processing on all of the web calls.  When I try to move that code into a Connector BR, I am having an issue on the GetFieldList part of it.  When I try to use it in a data source, I get the following error:Unable to cast object of type 'System.Threading.Tasks.Task`1[System.Object]' to type 'System.Collections.Generic.List`1[System.String]'.I am guessing this is because the Main module in the BR is  public async Task<obect> Main so whatever is returned is going to be a Task<object>.Has anyone done Asynchronous processing in the connector rule and had the GetFieldList part working. My only thought to get around this is the write the data to a table/file with the Extender BR then the Connector reads that.  Any thoughts are greatly appreciated.

HiI'm look for a solution to perform time dependent mappings. For example: SourceTargetPrior to Dec 25xyDec 25 onwardsxzHas anyone come across the need for the before? And if so, what solution did you implement for this? Did you notice any issues with performance etc?Thanks,Mark

When trying to connect to SAP from SIC, we are getting a tcp restart error   

  We have a recurring requirement to share the transformation rules/logic on a regular basis with downstream teams or auditors.   Currently, this is being done manually, which is time-consuming.   Is there a way to automate the extraction/export of transformation rules?  Some options I’m thinking of:  - Can this be done via Business Rules (BR) / Decision Model (DM) modules?  - Is it possible to extract or view all applied transformation rules directly through Cube Views?  - Has anyone built an automated solution (e.g., a dashboard, cube view, report, or extender rule) to export/list all transformation rules in a readable format?   Would really appreciate your thoughts or examples if you’ve implemented something similar.   Thanks!

Hello, I recently recovered a scenario from a restored application copy from a point in time. I now would like to extract that scenario from the application copy and put that in our working application. Does anyone have any idea on how this would be done? Thank you, Jeremy Morgan

Hello, I have an extract I am looking to automate with the task scheduler. However, I am looking to also automate a run once a consolidation completes and also have the ability to cancel a scheduled export with a button if it is set at a time when a consolidation is taking place. Is it possible to accomplish this?

Hi all, we have a process to format data in the csv before it's imported into OneStream.  This seems like extra work and I want to create a complex expression in the Data Source to remove this step. My excel formula is =VALUE(SUBSTITUTE(SUBSTITUTE(H9,"¥",""),",","")).... all the way down for column H or the Amt field import. I've tried putting this in the complex expression but I do not have the dimensions defined properly.... does anyone have an example or suggestions they can point me towards?  thank you!!!

Hi all, Every forecast cycle we get the same performance complaints from the same region group of users.  They are always uploading massive amounts of data and refreshing massive amounts of data in the same workbooks using the XF functionality in Excel. To be clear, we have tried multiple times to convince them that they should be importing that data via CSV and advising that they will not get the same performance using the XF functions.   We have also tried having OneStream re-index the databases before these cycles and we have regular daily app pool recycles. The OneStream data logs really don't show any significant refresh issues (less than 5 minutes usually) but the one user doing all this work is insisting that it's taking hours and hours to finish refreshing and they often have to close and reopen Excel and re-launch OneStream. We have raised multiple tickets and OneStream does not see any back end issues. We have looked at their Excel preferences and tried differe

Hello there,We are having an issue when using the Drill Down option from a Cubeview, and it's that after getting to a base data cell within the Drill Down window, and then trying to navigate to stage using the "Load Results for Imported Cell", the results window is displayed empty:     The workflow that is being used it's a simple Import, Validate and Load, that retrieves the imported data from a Connector and there is no further data processing once it's in the Cube.From the Workflow Page we can use Drill Down and Drill Back just fine.Any ideas of why is this happening?Thank you.Oriol

Hello, We have a custom business rule that does some account reversing we run centrally at the end our month end process. using a dashboard We're putting in a new lease process within OneStream and was wondering, is there a way instead of giving the front end user more steps within their workflow, that I can attach the business rule to the import step and once they run the "Load and Process" portion of the import step, the business rule will run? Thanks, Will

Hi Community, I’m working on a data load in OneStream and need to enforce two validations on the Entity dimension during the upload process: Entity name must end with _PX. Entity’s metadata Text field (e.g., Text1/Text2) must contain PSC^. (Basically  Prevent data from being loaded to anything but a PSC entity) Currently, I see the Logical Expression and Override Settings on the Data Source column, but it seems limited to simple operators like Ends With or Like.My question is: Can this be achieved using a complex expression directly in the Data Source column settings? Or do I need to implement this as a Transformation Validate rule or a Data Source Business Rule? If a Business Rule is the right approach, could someone share a best-practice snippet for checking both conditions (including metadata lookup)? Should I create a conditional rule and add to the logical expression above?  

The Excel form template has the range XFF defined. It worked for some users, but does not work for others.  The error they got is:"File does not contain valid range tokens, token XFC"How do we make the range XFF work for everyone? Do they have a different setting on their application or laptop?   

Hi Everyone, I'm trying to build Data source and transformation rule for multi period manual data load through single file. The import step didn't succussed. Can anyone suggest time settings in data source & transformation rule. I selected data type as "Stored Data key text" in Data source .My source file format is  Col1 has GL accounts, Col2-13 Jan to Dec data.  

I have a matrix data load question.  I get the concept of how the matrix data load works. I haven't done too many of them, so I want to make sure I'm not missing the basics.  The file I have has the year on one of the first lines in column 9.  The next row contains the headers with periods in 12 separate columns.     Is there an easy way to get the year from the first line (without a lot of code)?  Or should I get year based on the POV?  Then I am guessing a complex expression in the time columns to build the OS time key?  I know I can do all of this in code, but I don't want to skip over any out of the box functionality or best practices. Any good guides on some of the best approaches with the Matrix load? Thanks, Scott

Hi everyone,I want to run the export to the cube for a specific department. The reason is that my current process deletes all the information in other departments. Is there a way to apply a filter to this process?  

Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button?we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action?here is how we set the button  Can anyone help?Thanks and regardsMassimo

Please share your Workflow leading practices to input data to Parent Entities. Thank you.In addition, please help us with three initial questions below: 0. Workflow: Parent Input – Forms/O#AdjInput- Is this Workflow the leading option to input data to Parent Entities? -- We prefer not to use Forms/O#Forms by creating alternative Base E#/A# Members as they are massive.0. If Forms/O#AdjInput is the leading option:1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'? -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default?Loading Form Data2. Form Input Template: Format – CSV v Excel -- CSV v Excel: which template format is better and why? -- CSV Template: please share a copy here per OS Support.  -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide.Thank you, S

We're planning to load data from Oracle EBS into OneStream thru REST API. However, during our tests, we are unable to reach Oracle EBS using both postman (error: getaddrinfo ENOTFOUND) and business rule (error: remote server cannot be resolved).Infra team from the Oracle side asked us for the Static IP that OneStream uses but I am not familiar on how to get this, any thoughts? They'll use this so that they can configure and allow requests from this IP. Appreciate your help.

Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.  

Hotfix  8.4.3 addresses, among other things, security vulnerabilities found in the third-party Roslyn Compiler DLL.  How do you know if you are using the Roslyn compiler in your implementation of custom code and, therefore, at risk if you are?Is the Roslyn Compiler only used by the WinSCP libraries (and therefore its removal is WinSCP-related)?  Or are there instances where Smart Integration Functions would be using the Roslyn compiler outside of the use of WinSCP?