Workflow and Data Integration

SOURCE: ONESTREAM CHAMPIONS Hi Team, Did anyone successfully able to set up the email configuration for RCM or Workflow profile completion or certification. Best Regards and Thanks Darpan Bhansali

We just went live with our IC setup (ie providing the plug account - We had already required a valid partner prior to adding the plug). Works GREAT! The issue/question we have now found ourselves in is that these feature is not time constrained like formula’s or other features. We decided that we needed to split a statistical volume value into two groups and wanted to go back in to a prior year to get year over year comparisons. At this point we realized that once we make any change to an Entity, when we re-consolidate, IC kicks in and hoses up our Financials. Outside of removing all plug accounts, making change, consolidating and adding the plug accounts back, we can’t update our prior period Statistical accounts. Anybody know of a work around or is this going to be fixed in the future similar to how formalus are handled.Clarke

SOURCE: ONESTREAM CHAMPIONS Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali      

I can extract an entire DataManagementGroup just fine, but if I want to extract only one DM step and/or one DM sequence using XF Project, it fails. It will create an empty zip file. I have also tried extracting the DataManagmentGroup with IncludeDecendants=false along with the DM Step and Sequence but that just creates a zip with one xml that only contains the DM Group, and neither the DM Step or the Sequence are included in the extract. Has anyone had any luck extracting DataManagementStep or DataManagementSequence? It seems the Group must be specified since steps in different groups can have the same name, but I don't see anything about this in the documentation.

Hello,   We are using scenario types 1 and 2 to house multiple scenarios. I'm running into an issue where i can't correctly split out the needed scenario forms separetely. For example, The forecast scenario (scenario type 1) shows the budget forms since budget is also under scenario type 1. Is there a way to filter out the different scenarios? Because it's all under Scenario Type 1 the forms I'm using contain all scenario forms needed.   Thanks!   Paula

Hi Team, Is there any magical code / function to rename the workflow using some business rule. or direct update in the table ?       Regards and Thanks Darpan Bhansali

Hi Team,How to avoid the requirement for confirming dormant MEP workflows, should we setup at all or do an alternative control or any auto certification possibility Long Term?RegardsDarpan Bhansali

Hi, I am working on a demo for BIBlend. I understand that "View" is not supported in BIBlend and we should derive it on the reports or by using BRs. Does anyone have some some examples on how I can use Time math Business Rules to derive YTD values in the BIBlend Dashboards? Or any other methods to report YTD/QTD values for BI Blend? Thanks Liliya    

Originally posted by Sarah Park 2/4/2020 Can anyone provide some guidance on how to change the display of the Matching Accounts on the IC dashboard? Client doesn't like that it's driven off of the plug account ID, so want to rename these as ICPlug - AR/AP, etc. I've seen it done before but can't seem to locate it.

We are looking at the performance of several huge base data imports.  What are the best practices for setting cache page size and cache pages-in-memory limits for the best possible import performance?    We have broken the data load up into >40 separate imports but we still have some imports taking over 40 minutes.  I am hoping there might be other ways to improve the import time without having to break the data imports up further.  

Hello everyone,Hope you are doing good.I have a little question, im trying to load an excel data file using a time parameter that will allow to put load the workflow time automatically, but OS tell me that |WFTime| is Unmapped.   does anyone know if using the parameter wrongly or shouldi use another parameter ? Thanks in advance for you help.

Hello, We have data loaded to stage, voucher row text field, that we do not want loaded to the cube. Is there a video or how to doc that walks you through how to setup Attribute Value Dimensions for this column? I know from some of the OneStream training that I have attended it is possible but just having trouble getting started. Cube Design Attribute Value.docx (385.9 KB)      

Hello,I try to put a condition on workflow months in the data source, but i dont know how to call them in my Complex expression, does anyone have an idea ? Thanks 

I have a question regarding Journal Templates. We have a template that was setup with the frequency "All Time Periods." Does that mean this journal will post every month?  I think the setting should have been "Monthly." If I change that setting in the Journal Template, how does it impact historical data? Will it unpost prior close periods? Or will it keep the prior periods as is, but will stop the journal from posting in future periods? 

Source:   Migrated from Champions I built a mass upload template leveraging XFSet to use for our budget and forecasting processes that has a quick view to pull in all the accounts in our account dimension. I did this so that if we add a new GL account, the quick view updates upon refresh and is available for the users to budget/forecast to, rather than having to update the template for the users. The XFSet is hidden so users don’t accidently break the formula. The quick view is also hidden for the same reason. I have the sheet protected to further mitigate risks of users breaking the template. The issue is when we go to refresh the template which refreshes the quick view, the protected sheet won’t let the quick view refresh. Does anyone have a workaround to protect sheets while still refreshing the quick view?

Originally posted by Hans van der KempIf I look at the Data Adapters, it seems the method type "JournalForWorkflowUnit" contains the required information. So then I would need a Studio report based on that data adapter, similar to the RPTA -> is that the best approach?

I have a csv import coming from excel. One of the columns is of type date but when it gets saved into CSV the date is replaced by integers in the format excel uses to store dates. How can I convert those integers back into dates?

Originally posted by James Kirkby Hello: I want to have a confirmation rule write a value to a single intersection (api.data.calculate) by either calling a finance business rule or writing the calculate directly into rule text. The rule loops thru base entities and certain accounts, then writes the value stored there to a single member; basically, a check to ensure that all base members foot to the top of a hierarchy in USD (We have had issues with this in the past, and now have historical data that doesn't foot in certain areas identified in our most recent conversion.) I don't want this to run on a member formula as it will significantly slow down consolidation on all other data units, and this really is a confirmation by nature; a data quality check. Our consultants suspect that this may be by design; that during the running of confirmation rule, the cube can't get written to. PS - I can confirm the data calculate is in fact running as I'm writing the calc string to the error l

Originally posted by Kathy Dyda I am setting up Transaction Matching for our Cash Reconciliations.  I have ~70 separate data sets and the data source is one file - thus I am using Data Splitting.  A separate workflow profile is needed for each data set - properties are the same only the name is different.  It seems I should be able to copy a sibling profile, change the name and save.  I have not found a way to do this.  Any recommendations? (for a bit of humor, if anyone is curious it is six page downs, and five arrow downs to get to the 0_Frame_TXM_OnePlace - Transaction Matching workspace dashboard)

Originally posted by Mike KralCompany has a few hard carriage returns in their data file.  OneStream processes it without error but multiple lines gets created and the data does not get loaded.  Looking for guidance or a snippet of code to add to the data source to remove this hard return and get everything on one line.  Thank you!

Originally posted by Charlotte Mikes We see it in the data import but it goes to none when it get validated.   The IC code has been set up in the IC dimension. I don't know where to go look to find out why the IC code load but during transformation/validation it go to none

Originally posted by Darpan Bhansali Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali

Originally posted by Ted AitasIs there any documentation on Data Sources - Data Mgmt Export Sequences?

Originally posted by Patrick Victory Let's say we have ten thousand vendors in the source system. Most (~6k) of the vendors are minor and we don't need to maintain detail about them but we still need to load all of the data. We've built out the dimension to have our "important" vendors in the appropriate hierarchies but I'd like to map all other vendors to an "Other Vendors" member. The problem is that the only way I can think to do with transformation rules is create a 1:1 map for every vendor in the dimension (~4k rules) and then a final *:* to map the rest to Other. This seems like a really terrible solution; management would be a hassle and it just looks bad. I've tried to brainstorm around some kind of connector BR logic that uses a descendants function to return a list of all vendors in the dimension and then write logic based on that but I'm not exactly sure how to implement it and it would destroy the vendor IDs themselves so drilling back would be problematic. The other soluti

Originally posted by Barry Nuckolls 3/13/2020 Short of joining to a dimension table to get a member's description, is there a way to configure the blend table build process to use a member's description (alias) instead of the member name?