Workflow and Data Integration

We created Extensibility BRs that leverage WIN SCP commands to send data from OneStream to an internal directory using an SFTP connection setup with OneStream.  The data files are being received with a .filepart extension.  We were able to get the .filepart feature disabled in our OneStream environment; however, the csv files are continuing to be received with the additional .filepart extension.  Any suggestions on how to eliminate .filepart extension when files are sent / received?

With SQL Connector as Data Source, can we automate to Import, Validate and Load multi period and multiyear data (Ex: Jan 2023 till Jan 2026) in such a way the Import, Validate and Load occurs one period after the other sequentially?Query execution times are much lesser when pulling one period at a time Vs pulling ALL 36 periods together, so I want to explore this option.   

How are you managing prepaid expenses and amortizations in OneStream (OS)?  Prior to OS, we were using Blackline, this tool had prepaid amortization templates that let us easily establish a monthly schedule of expenses. It contained an auto roll-forward schedule, and the system automatically amortizes over future periods.  This same feature doesn't exist in OS, and I'd love to hear how your company is processing these transactions.  Thank you!

TeamWhile importing data from local drive to Onestream through Import step (Load and Transform), i get an error "Global scenario member is not initialized". Can you please help:-1. Why do i need to select the data source manually everytime from local file even after uploading the file in Data Source2. How can i troubleshoot the issue "Global scenario member is not initialized" RegardsSKVK

We have subledger system change that I created new workflow substeps for, and I wanted to leave the old workflow substep out there for viewing historical loads, but not have someone have to deal with it every month from a workflow completion standpoint going forward.  If I inactivate the step, it completely goes away in all years.  What is a best practice for making a substep inactive, but keep it visible for history?

Hello,I have a consolidated /parent workflow where we make top-sided entries via forms and journals on rare occasion. When I book an entry through a form it causes a variance on my OOB report, I assume in the children workflows because the entries are one sided (hitting different entities in different workflows). These two lines in the form net to zero, but how can I get my OOB check to ignore or recognize this is an "unbalanced" entry from a workflow perspective?

I am trying uploading a .csv file but i am getting transformation errors. In the source file the 3 rows are blank. How should I set the criteria value text anywhere within a line that triggers the lines to be bypass  

Hello, Has anyone used the DataManagementEventHandler business rule before and identified the CalculationType of the DM (i.e. Force Calculate, Consolidate...)? And also the Data Unit and the POV of the DM? Colud anyone share an example? Thanks in advance,

Hi, we are using a Central Load workflow to load trial balances for ~1,500 entities(set up as unrelated entities).  There are then approx 50 "Central Import" workflows where Entities are assigned and specific work is performed.  The central load file pulls all entities and will be loaded at least daily.  There are going to be cases when one workflow is certified and another still needs to be reloaded.  The import, however, fails in order to avoid loading data to a certified Entity.  Looking for any help on settings or BR to bypass already certified entities. Thanks

SOURCE: ONESTREAM CHAMPIONS Hi - I am trying to create a journal entry summary report, and am able to get most of my data from the application tables, however the created by, submitted by, etc user data are all just the unique identifiers, and not actual user names. Currently I only know of user names being kept in the Framework database location, in the SecUser table (or similar ones). Is there specific syntax I can use that will allow me to read from that database location (Framework) while running an SQL query capturing the rest of my data in the application database location through a dashboard data adapter? Or does this need to be done using a business rule to combine two tables? Thanks.

Hi,I'm trying to use a csv file from a filepath as a data source for my connector. Have saw this function in OneStream parser rule, I tried but it gives me an object reference error without any clue on the error message.api.Parser.ProcessTextFile(si, filePath, api.ProcessInfo, Nothing)with the following syntax Has anyone tried it before or have encounter the same issue as I am?How can I make it work?Thanks in advance for your response.

Hello,I'am newly at OneStream and now I have a requirement from a client:- They want to import, automatically, files that will be data source of a Workflow Profile = import;1. Those files are on FTP (FTP connection), that means that I need to add on the current application server, a connector type = gateway, right?  Also, what I need to define on the connection string?2. Then I need to create a BR for the connector;3. Since the files are "delimited files", so on the Data Sources menu, I need to create a new Data source - delimited file and map the columns to the correspondent dimensions that exists in OneStream right? Also, on the connector setting option, I need to assign the delimited file to the BR connector that I created previously, right?   4. On the Workflow Profile, I will assign it to the new delimited file. Are these the correct steps?Thank you all.Ricardo  

Hello,Currently a brand new customer and I was wondering if there's a way to automate currency loads from a SQL table to load into OneStream? We were told there was a way, but our consultants are telling us its not possible?Can it be done through a Workflow using Data Manager? Thanks,Will

When trying to update another user's workflow view within OS, I'm seeing the following error. Replacing the current file with an updated xml works but I would like to avoid that if possible. Any ideas?    

Hi, how many periods can be loaded and validated at once?  I have the need to load 360 periods, but I seem to be getting timed out. thanks,Greg 

Hi all, I created a workflow Import profile with the Workspace/Import/Validate/Load steps. Inside the Workspace step, I added a Dashboard that has a button, which, in turn, has an Extensible BR that executes the following:Downloads a file from an external source and leaves it in the file ShareAfter that, this file is imported with the Import step through a Dashboard Extender BR called from the same Extensible Rule, which Imports, Validates and Loads the same workflow profile.I would like to see the Taskbar progress and also to automatically refresh the workflow profile status:If the button launches the Extensible Rule, I see the Taskbar progress but the workflow status is not automatically refreshed.If the button launches the Dashboard Extender BR, the workflow is automatically refreshed but the Taskbar progress is not shown.Could we have both functionality? Have you seen it before? If yes, could anyone send me an example of the code us

Hi,We are seeing the below issue on data load process.we always see the last file uploaded, it seems if you upload another before one is deleted.If you upload another file you will see only that one and not the rest of the files.We want to see the all upload files .Please suggest.Regards,Rk

Hello, we are 'suddenly' seeing an increase in the time for a matrix data source import to complete the validate intersections step.  It has gone from 5 minutes to over 2.5 hours to complete one step during the import step of the workflow.  The subsequent cube load takes another 2+ hours of time once the validation step completes (for a total execution time now over 5 hours).We have backed out all changes since the previous execution that completed in 5 minutes with no change to the time.  We currently are not suppressing zeros on the data source, however even with that enabled in our QA instance, the time to complete the validate intersections step is still much longer than 5 minutes (40+ minutes).Any suggestions on what else we can check?  We are currently on platform version 7.0.1. 

Hi All,I have been trying to understand the process to setup On-Prem Oracle DB connection in OneStream Cloud to export data from cube. Is there a document that you guys can point to? The doc I found didn't help much as it seems it is for On-Prem OneStream version. Thanks in advance,Mikki

Hey everyone -  How do I clear data from these workflow manual imports automatically?Right now, I've been going through each month one by one. Wondering if there is a BR that can run them all together and clear up data from those specific imports and time dimension. Here are the steps I want to follow: Navigate to import that needs to be cleared > Clear > Re-Transform > Validate > Load Cube    

Please let me know what you have done to pass a dashboard parameter to a data unit filter e.g. Entity on a Data Management step.   For example, if we have a dashboard parameter |!Selected_Entity!| which stores the entity member selected on the dashboard, using it on the Entity Filter in Data Management (E#|!Selected_Entity!| only works if the dashboard parameter type is a Literal Value with a Default Value set. The default value can then be changed with a business rule with the SetLiteralParameterValue function (this is also the setup in GolfStream).   The problem with a literal value parameter type is: where user A selects the entity on the dashboard, but before user A kicks off the DM step from the dashboard via e.g. a button, if user B changes his/her entity selection, the default is changed for everyone, so user A will kick off the step for user B's entity.   Trying an XFBR rule to set the default value of a Literal Value Type - it seems

I would like to know from fellow OneStreamers how you’ve done your monthly and quartely forecasting process. I’m not necessarily looking for a solution. Just ideas on how this can be done.i need to seed the forecast from actual and budget and then be able to visualize them through the workflow and be able to adjust budget data through load of file. how can i link the BR of copy with the workflow and to adjust the data , is it possible to override the data copied by loading a file ? i thought about adding a workspace for the BR of copy than import on the workflow name but i am wondering if there is better solution (best practice) for the forecast process.

Hi All,We'd like to have a Form Template available only until 2022M9. To do so, we've entered the following parameters in the member Frequency filter of the Form Template:Is it possible to have a more dynamic way to apply frequency to all previous periods, other than hard listing it?  Thanks in advance! 

Is it possible to use MTD & YTD in View filter for a Data Management job.It does not work if I use -  V#MTD, Y#YTD, but this format seems to work for other filters like for time if I sue T#2021,T#2022 there are no issues. But only for View filter using multiple filter seems not to work.Do anyone know of any workaround to resolve this?  thanks Kumar 

Hi We are getting the following error message on a new data source load' Detail Cache summarization did not produce any Summary Data Rows.'Can anyone share any light on what this might indicate?