Workflow and Data Integration

Originally posted by Andrea Tout 2/7/2020 Has anyone ever had to check what the user's response is to a certification question and not allow them to certify based on that?

Hi, we are currently in the process of Finalizing a Data integration process (via connector) between some temporary staging tables created in the Onestream application (on cloud), but when i try to perform the final step to load the data, the system always returns me the message that allof the rows i'm importing are NON-NUMERIC. Obviously that's not the case. the source table amount column is a numeric format and the amount field in the source field is being mapped to the Amount field in the data source.  Did Anyone experience this?Thanks

We have a workflow that uses Data Management Export Sequence to load the data. Manually we are loading the data fine but I'm looking for any options to automate this process.I have an example if the workflow uses a connector business rule but not sure on the Data Management Export Sequence. If anyone can help, it would be great...!!!

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

Hello experts,What is the impact of changing assigned entities from one workflow profile to another workflow profile (both being (base input type).Will there be any impact on prior data loads? Are there any other areas we should be careful with this change?Example:Entity A,B and C are assigned to a single workflow profile - WF1 and loaded via WF1.Import. Now, we'd like to divide them further for future loads by creating new smaller workflow profiles such that: WF1 will be stripped of all assigned entities & WF1.Import can be changed to a Central Import type for Entity A, B and C.Entity A is assigned to & loaded by WF2 (new WF created)Entity B is assigned to & loaded by WF3 (new WF created)Entity C is assigned to & loaded by WF4 (new WF created) Thanks,  

Hi,Are there any suggestions regarding best practices to store encryption key passphrases and SFTP passwords in OneStream, for usage by integrations ? How should those be stored ? We are using cloud version of OneStream.BR,Avijit

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

How To Revert Completed Workflow and All Forms at a One-time for all workflow profiles.

I wanted to know if we have two or more Import sequence in a workflow(one for manual load ,other for direct Connect) and and we dont complete one of the import sequence - can we still lock the WF as a whole and have the green check mark?

Hello,We are currently building our workflows and don't understand the difference between pre-process and process. we have forms built out and we hit save to send the data through so I'm not understanding why they are needed and what is the difference? We have a process button at import as well so why would we have to pre-process in the review/form step of our workflow.  

Hello all,After entering the data in excel add in, unable to refresh the data, excel page showing blank only, please help me on this issue.

We are using Datalake as a centralized repository for raw data coming from D365, the goal is to integrate Datalake with Onestream directly but we are running into a "NO_BROWSETTABLE set to OFF" error. Our DEV team can stand up an azure sql server and write the data to that server....Doable but not ideal. How are you all setting up Integrations with non-odbc connections?

I am building a data adaptor for journal entry information using  command type: Methodmethod type:journalforworkflowunit query:{Cons}{Actual}{2022M9}{All}{JournalStatus='Posted' and UD7name='CONS_ADJ'} i would like to be able to pull multiple months of journal but it seems that the query only accepts single month values as the third filter. it there a way to pull all months prior to and including my filter) like 2022M9.allpriorinyear

Originally posted by Andrea Tout7/2/2019 Has anyone ever had a data source that is two columns for the amount and they have to be added together in the file *-1? 

We seed actuals into the monthly forecast, but headcount isn’t pulling over and we’d like it to for reporting. I found where the business rule is for this process and can see it is currently set up to just pull Income Statement accounts.  I just don’t know how to update/change it to include headcount (our headcount is a statistical account).  

Hi Has anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always: I understand that this is because a single step in the workflow name can actually represet multiple steps (which are included in the TotalStepCount), but I think this is context dependant - i.e. varies depeding on the other steps in the workflow. Does anybody have a way of seeing exactly which workflow(name) steps are being counted in the TotalStepCount field?

I know we can use the Matrix setting in our Data Sources to import data where time periods are in the columns (i.e. M1, M2, M3, M4, M5 M6 etc.).Is anyone out there aware of a way to extract data out of OS in the same type of format (time periods in columns); either by way of a DM step or any other way?

In the prior version of onestream we had configured AAD authentication, and we had a service principal that would be used to process REST API requests (aka the onestream "web api").  This service principal was simply to make all the requests for gettting data (cubeviews, adapters). However since we upgraded to 7.1, the REST API has stopped working.  Whenever we present the onestream-web-api with the access token from AAD, it simply generates a bogus error: No Supported Authorization Provider Configured.   The reason the error seems bogus is because the AAD authentication provider is working for all interactive users.  It is only this particular AAD service principal that fails (the one associated with this REST api). We noticed that the release notes for 7.1.0 says: Microsoft is ending support for Azure Active Directory Authentication Library (ADAL) in December 2022. As a result, we have migrated to the Microsoft Authentication Library (MSAL) for authentication

Hi I have a dashboard that executes an Import > Validate > Process using a business rule.In my workflow I am currently using Workspace, Import, Validate, Process, Confirm:I would like to just use Workspace, Confirm, but it gives me the following error: "Cannot execute step because the specified step classification doesn't exist for the workflow profile." Is there anyway around this? Thanks,Mark

I have currently set up a new data source and associated transformation rules (and allocated to the appropriate workflow). Data importing is correctly working for 2022 time period, however I am getting the following error in any other time period......I have got the Scenario as 'Current Datakey' and Time as matrix datakey in my columnsSummary: No valid DataKeys (Scenario / Time) found in data source.  Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. Any ideas? I am assuming this might be one simple setting change somewhere 

Hello,is there a way to grant access to unlock WFs by scenario. for e.g. we need the FPA team to be able to unlock budget WFs and the consolidation team to unlock actual scenarios. Currently, they both have access to unlock all WFs.Thanks for your help. Hadi 

Hello OS Team,I am testing a few things in the latest version 7.4.1 and noticed something changes from 7.3 but was not mentioned in the release note - so just want to double check in case I missed something:For this Import step, I don't have anything configured in "Calculation Definition", in 7.3 I am able to Load and Process cube without any error, however in 7.4 - the "Load And Process Cube" only did the "Load" and when clicked on "Process Cube", I am seeing the following error.I actually like this change - could you please let me know whether this is indeed one of the changes in 7.4?Many thanksWei

OneStream V7.0.1We have a Data Source that takes data file that has 12 data columns Oct ... Sep.The year for the data in the 12 data columns is a field "Fiscal Year", the first column of the data file.We have a Parser BR that is called on each of the 12 data columns that looks at the first field in each record to get the year and concatenates that with the M<number> month for each month column to give the correct Time dimension member in which to store the data.  e.g. 2023M1The problem is we're getting the row header "Fiscal Year" instead of the year value in the record, so the string being returned looks like Fiscal YearM1How do we get the year data from the first column instead of the column header? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object Dim fiscalYear As String() = {"Oct","Nov","Dec""Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep"}