Workflow and Data Integration

Hi to all. Wondering if any of you have been able to connect PowerBI as a data source in Onestream. In this case, PowerBI is an Analysis Service server. any thoughts on how to start doing that?  Thanks in advance

Hello community, We are trying to prevent the end users from uploading a data file on an import workflow step that is certified.To do so we have started using the the TransformationEventHandler in the Extensibility Rules. We are able to get into the right code:Select Case args.OperationNameCase Is = BREventOperationType.Transformation.ParseAndTrans.StartParseAndTransformFrom here, we have access to the workflow step arguments TransformationEventHandlerArgs (for example the file that has been uploaded etc).We know that we can get access to the certification status from DataQualityEventHandler business rule using:Dim CertifySignOffInstance As CertifySignOffInstanceInfo = DirectCast(args.Inputs(2), CertifySignOffInstanceInfo)and Dim signOffState As Integer = certifySignOffInstance.SignOffStatewhere signOffState = 110 or signOffState = 130 means that the workflow is certified. Which is great. The question here is how can we get access to the CertifySignOffInstance from&

Does anyone know how to extract data using Data Management pulling C#Elimination and a dynamic entity filter such as E#TOTALCO.Descendants?  A parent entity is required but I have been unsuccessful at different options for the parent filter such as E#Default, E#TOTALCO.Descendants, E#|PovParent|.  

We have data imported periodically to a Scenario with the following setup - Retain next to True and everything set to Periodic inclusive of the data source and TR as shown below.  The account is an Expense type.  In the example - M4 is the only period with a value for this specific intersection, which we see in the Import data screenshot. The Cube View screenshot shows the periodic and YTD views wherein it appears that the periodic M5 value is reversed even though is no data loaded for that period.  Based upon my settings and the data presented here I did not expect to see the M5 reversal amount.  Does anyone have a suggestion as to why the value is reversing in the next period and how to resolve this so that this doesn't happen?        

Hi All - I'm trying to understand why this would occur. I had loaded some prior year data, but somehow one of the month is showing negative numbers. I tried to consolidate but it wouldn't change. Wondering what I need to do to fix this?  

How can I import data for multiple time period all in one go? I was told that its possible. But wondering what settings do I need to change in order to do that.I tried using "Replace All Time" but the Time is set to "Current".  I'm uploading a excel base file. Any guidance on this will be appreciated.  

Hi OneStream Gurus, I have a workflow profile with multiple rows (assigned entities, parent node....). One calculation definition executes a data management sequence. I am using the WF text to pass the entities to the DM sequence and this works fine.. But I was wondering if there is a way to pass the entity from the calculation definition row to the DM calculate sequence or the data quality event handler business rule. As expected if I use the E#Root.WFCalculationEntities in the DM calculate it runs for all entities defined in all rows. Thanks Maja

Originally posted by Eric Osmanski 4/13/2020 I want to create a SQL Select Statement but I need to check whether the table in BI Blend exists first.

When creating a Copy Data (Data Management) job, I find that I have to have the import nodes of the Workflows set to True (Active) in order to have the Data Management job work, otherwise I get an error. I do not want the end users doing anything on the Import node and would rather they were set to False. Is there any way around this?

Example:On the workflow France I have the choice between 3 entitiesI choose to input the package of the entity FR0200. I select a first time the entity FR0200 (1)When I go on a second form, I lose the entity and fall back on the first entity FR0220 (2)The entity viewpoint is set from a parameter as below:Parameter type : Bound ListResult format string type : DefaultMethod type : WorkflowProfileAndDescendantEntities thank you for your return

We are trying to set up a fixed matrix data source that has account values in multiple columns (mix of numeric and text).  Is it possible to convert the text value for an account to a numeric value in the data source set up?  e.g. Account text value is regular and we would like to convert it to a numeric value of 1.

Originally posted by Swadhin Patrrahi , i am getting security access error while uploading journal through excel template. i am having admin access. could anyone please help me on this and what could be possible reason to avoid this error. I've attached the pop up message Thanks in Advance    

Hello Everyone, Please help with your expertise on below one issue I am facing, Thanks in Advance !We are trying to use Workflow channel for independent locking for forms, however not activated for any Dimensions.Summary of current status/setup is as below:1) Each entity is assigned to it's own independent workflow profile2) In each workflow profile we have  3 forms - 2 for entities and 1 for Corporate3) Created 3 channels - 2 for Entity forms ('Flow_Load' and 'IC_load' and they need to be able to lock independently) and 1 for Corp forms4) Moved all accounts to 'NoDataLock'5) Now Entity users have access to 'view and write' only on the 2 forms with local channels6) I was expecting that when Local forms are completed and locked - Entity users should not be able to load any data via Forms - "HOWEVER they can still do this via Excel Grid and / or Setvalue" ((((  Question is - Is there a way that as soon as they lock all the channels available to them Forms is 100% lock

Hello,I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!Regards,Ronnie Karpinski

Hello: I've integrated a set of transaction details from a GL into a bi-blend cube within OneStream. I'd like to aggregate along the UD1 dimension so we can see the data at the parent level for each transaction. The dimension consists of a set of parents with a few base members rolling up to each one, it's a pretty simple dimension. I'd like to be able to see the parents in a column with the base members in the other column. Note: that the base member is being passed directly form the data source, i.e. It's a pass thru mapping. An example of a parent child relationship is below: Parent: Clubs Base:1000 Base:2000 In the ud1 value column, I'd like to only see "clubs" while in another column I would like to see "1000" and "2000" values in another. I know that in the ud1 when I aggregate this dimension, I'll see the base member and the parent members in the same column for UD1 even if it's the blend unit dim. I'm passing the base values into an attribute. Is the only way to exclude non-bas

Hi,  Regarding IC matching, is it possible to have a parameter with different Group entity levels in the dropdown? Regards,  Lovisa 

I have created a DM sequence that calls multiple steps.  One of the DM steps prompts the user to select a seed Scenario which I then pass to my Finance BR as a parameter value.  The scenario options are presented to the user as a Member Dialogue Parameter object.  This works perfectly when I run it directly through Data Management.Next, I create a Dashboard for all of this using Data Entry 123 for display.  The user sees a button component that is configured as 'Execute Data Management Sequence' and I give it a Task Argument of {Phasing_BUD_Seq}{} which is my DM Seq.When I test this from my Workflow (uses DE123), it does not prompt the user to enter the Source Scenario from my Parameter, it just fires the DM Sequence.  It seems like my member dialogue parameter is somehow being supressed or skipped.Does anyone know what I am missing here? Thanks

Dear OneStream community,I'm trying to save the data on this gridview on a shared folder, does anyone know how i can do it ?  Once i will save it on a shared folder, i will put a business rule on the "initiate export" to tranform it and eport it in my computer this time.Please advice if you have any idea how i can do this,Thank you

New to OneStream but thought I would post an issue where we have an integration that runs a BR without any parameters and it will run successfully if we run it manually from theData Management menu. However this same integration will fail with the following error if we schedule/run it from the Task Scheduler. Here is the error we see in the Task Activity Log:Summary: Error processing Data Management Step 'Import DB2 Audit Checks'. Unable to execute Business Rule 'DB2_DataAudit'. Select a valid workflow profile... Any thoughts? Not understanding how it runs ok manually but has an issue if the Task Manager runs it. Thanks!

Hi All, How do i get data from Cognos into OneStream? I'm building a Fleet CV report, which uses two metrics -- FUR (Fleet unavailable to rent) and UPA (Under Performing Assets), which is available in Cognos. I'm assuming that I need to built a data adapter, or a manually upload the data.   Any suggestions would be great.   Best, Mustafa     

Do we have a way to transfer a file within OneStream (a pdf report), and automatically import into a public folders.  What will be the file-path to that shared drive in OneStream.       Any ideas will be appreciated. Thank you!

I have a loaded set of base data in our People Register, but this needs to be amended to capture New Hires, Leavers, Promotions etc. I had thought that this would be possible by using the excel file template that was used for loading the base data. I've tried doing this for a leaver, where I have manually changed the base entry to show the "to period" as the month that the person leaves and then created an entry in my blank template to show the remainder of the period with no salary (this enables me to build a bridge of starters, leavers etc.) When I load the file the new entry overwrites the row already in the People Register. What I need it to do is to add a row. The load method in the file shows "Merge" and I wonder what I should change this to in order to get the import of the adjustment file to add the adjustment rows rather than overwrite them.      

Hello Community, Do we have a way to check any missing member setting in an automated way?  For example: Recently we had someone create a few entity members/rollups, which were missing "Auto Translation" setting. So I had to go in and scrub through region/district/branches to amend and change it to USD.  Just curious, if we can "search" where a particular setting might be missing using a simple Business Rule. Maybe it throws a list of members where such setting is missing.      Any idea will be appreciated. Thanks everyone  

Does anyone know if it is possible to combine multiple data extracts into one file in OneStream?We have several DM jobs that we want to extract information about what contributes up to parents. We have found no way to do this in one DM job as the filters needed for each just won’t work for multiple rollup points. So alternatively we thought if we could combine those files it would work. Or perhaps a business rule that could somehow loop through the hierarchy we need and ‘build’ the larger file to save to the file explorer?

SOURCE: ONESTREAM CHAMPIONS Hi all! We just upgraded to 6.4 last week and have migrated our data management jobs running via power shell script onto Task Scheduler. A few questions: Do you set these jobs up with a certain person’s user name? Do you know what happens if that user is later disabled? (I’ve submitted a OS support ticket for that last question). If you don’t set them up under a specific person’s user name, how do you set them up? We have an “Administrator” user and “OSAutomation” user that I’m considering using to keep these auto jobs separate from my regular OS activity. Any insight would be appreciated as I’m trying to gauge how other users have set up Task Scheduler while also asking OS support for their best practices. Thanks!-Nicole