Workflow and Data Integration

Hello-We created a connection to an external database and I can see it just fine in our Dev application. under Data Source > External Database Connection in Dashboard Data Adapters. The issue we are having is, we are not able to write and execute a query against this External Database. Instead, we are only able to execute a stored procedure but the SQL Query field will not allow us to do something like:execute dbo.usp_GLReportHas anyone run into a similar issue? Any ideas are greatly appreciated.

Hello team,I need to know how we define the unassigned parent entities in the entity assignment for a WF ? Is it through a profile property or through an entity member property in the entity dimension ? i am not able to find some entities in some WF and it appears in others. Also , is it possible to call a function Entity base or hierarchy instead of calling entity by entity in the entity assignment tab ?Thanks 

Hello! I'm trying to set up a few workflows that individually kick off an SFTP load,  but only for that given workflow. I created a dashboard button that the user clicks on to run the SFTP data  management job, but it currently loads the fiels for all workflows set up for SFTP. I'm tyring to find a business rule line that doesn't sue the batch file load. Are there any examples of only loading a file based on the workflow selected?   Thank you!

Hi Team, Can Tableau Connects to One Stream ( on Azure Cloud ) ? Best Regards and Thanks Darpan Bhansali

Hi !We are trying to figure out ways to automatically upload data using either Business Rules / Data Management / Task Scheduling. Is there a way to automatically upload data from flat files or databases using these three components ?Data Management seems to provide only Export functionalities. Regards,

We have successfully set up and use workflow channels (tagged to accounts and workflow profile steps) in our divisional (Base Input) workflow profiles in our application build.  The steps and data lock based on their workflow channels appropriately.  However, we are having trouble getting Workflow Channels to work properly when it comes to the workflow profile (Parent Input) used by central finance.  The central finance team needs the ability to book historical USD overrides on select equity accounts on behalf of the divisions for all non-USD base entities in the OneStream application.  We are not using and have not configured the use of any UD dimension in our Workflow channels to this point.As of right now, we have assigned the central finance team their own Input Form profile step so they can submit these Overrides to the configured accounts (using Flow dimension).  We have given that profile a unique Workflow Channel and assigned the accounts specified in t

Hi all,I have a matrix load, on which account is matrix. One column with a specific account needs to go to 2 different accounts. For this I just reference the same column twice. This works fine.The issue is, the first instance the UD5 is coming from column 5, the second instance UD5 should come from column 16. How could I achieve this?Thanks!Tim

Does anyone know if OneStream is capable of exporting into AWS S3 bucket?Thanks.

Hi.  Is it possible to set Certification Profiles so they only show on a Quarterly basis?  The questions can be set to quarterly but the Profiles still exist in the off-quarter months and require a Certification sign off even though there is nothing to certify.  I have a client who needs an employee to certify a question on a quarterly basis and this employee does not have any other certification or workflow responsibilities.  

Originally posted by Francisco AmoresHi,   We have Rule1 and Rule2 in a transformation table. rule 1 executes first and we have assigned a complex expression with a conditional rule. We want onestream to apply rule2 if that condition is not met. However, it seems that you always must return something.   How do we deal with this?   Thanks

Does anyone know how to translate the value in m1status .. m12status in table DataRecordxxxx. Is there a second table I can referece? 

Hi everyone!I am Angel and I am new to OneStream implementation and currently facing an issue. I am trying to update the Cube Name in my Workflow Profile, but it returned an error message.This workflow profile is under Cube A which has been set as the 'Top-Level Cube for Workflow'. Under Cube A, we have several Sub-Cubes (Cube A1, A2, etc.) which have been set in the Cube References. I am trying to update the 'Cube Name' in my Workflow Profile from 'Cube A' to 'Cube A1' because we would like to load the data into that sub-cube (Cube A1), but it gave me the error message below (screenshots below). Could you please tell what the error message is about and what I can do/check to fix it? Any answer would be so much appreciated, thank you!!  Cheers,Angel

Good EveningWe are working on an OneStream implementation and one of our sources of data is OpenAir. This solution is cloud-based. We are trying to extract data via a ODATA call.Does anybody have any code examples on how to use ODATA as a data source?Thanks in advance.Marco A. Rossodivita

I have a single Connector BR that makes several independent API calls to external systems. When it's called the Task Progress window sits at 11% with the message "Parsing Source Data". I would like to update the task as it goes along so the user knows something is happening.  I found reference to the below snippet but don't know how to properly instantiate the extenderArgs variable. I tried using it with Nothing but it did not seem to work as intended. Is there a sample of how I can do this in a Connector BR? Dim bValue As Boolean = BRApi.TaskActivity.UpdateRunningTaskActivityAndCheckIfCanceled(si, extenderArgs, activityDescription, percentCompleteToAdd)  Thanks.

Hello all, is there a way to export a file to a users local folder (Outside of OS share)? For example the exports drom Data Management or anything that we created in a BR?   I know how to send it to a table/DB, but the question is if i can export directly from OS to a local folder. Am I missing something very obvious?   Thank you in advance

Hi allis there a way to disable the "Create Journal" button  (red)and keep the ""Create Journal using selected template" button (green) I would like to force users to select specific templates where the entity selection is limited to the E#Root.WFProfileEntities So that users cannot make mistakes posting a journal on an entity which is not part of the workflow. Thanks in advance for the help.Marcello  

Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds.   The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 etc.  I tried #TWFYearM1 or just 1 or just M1 but none of them worked.  Help?  Also checked the documentation says nothing about format and there are no examples in Golfstream.

You will get this error during the import step. Reason - The load file doesnt have any data after transformation.( ByPass).  The underlying code looks to summarize the data when it finds nothing, it throws an error.

Hi, I have a number of files in my export folder that were created using a Data-Management step. However, even though I have system admin rights , the option to delete any or all files is 'greyed out'. So, how do I delete them when I have finished downloading them. Also, how do I then delete the 'date' folder as well ?   Thanks Mark

Hi All,How do I extract all the RCM account inventory to an excel csv file? I'm able to export page by page, but wondering if there is a quicker way to export all 10-15 pages. 

Hi all, How can I run a batch file from a Workflow within OneStream?

We have added a new dimension and associated transformation rules. Previously this dimension we set to 'None' through a static value text definer from the Data Source.I have removed this and now added the respective transformation rules needed, however when retransforming the data, this new UD is still defaulting and sitting as 'None' Any ideas? Or do we need to remove all the data files themselves and reupload to update the mappings? 

Hi All, Is there a way to integrate OneStream with Hyperion to extract data from Hyperion without user intervention? 

Hi all,We currently have an issue whereby when we seed our Actuals data to our Forecast scenario we have set up, the Actuals do not overwrite everything as we would expect in that particular month. So for example, some of the forecasted data we loaded via forms in previous months is not being overwritten once the Actuals are imported. So we're having to cleanse the forecasted data in the affected months which is quite time consuming.Does anyone know what might be causing this issue?Thanks,Ged

Hi, is there a way to create a data management export in dr cr signage for a trial balance?  We have a UD8 member set up for reporting purposes, but can't seem to get that to work on the export. thanks,Greg