Workflow and Data Integration

Hi !When working on Data Adapter method types, there is alsways a mention about a filter, like here for the WorkflowProfile method : Example: {AllProfiles}{Empty String or Filter Expression}.However, what are the different filter expression available ? So far I was able to use "=" or "<>"... is it possible to use contains, do not contains, like ? Many thanks !Regards,

Hi Team,My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank you  

Hi All, In our multi year planning process, most entities need to upload four sets of fixed costs (all loaded by the same team, but sent to that entity's finance team by different functional teams), in addition to all the driver-based costs we're calculating (mostly based on form inputs).  For the four sets of fixed costs, we have four import profiles under the same parent workflow.  The entities import their files and then run a DM sequence from a dashboard to run the validate/load for a range of years they can select.  When they run this sequence, all import profiles (under the same parent) that have been imported are validated and loaded.We had not set up workflow channels on the different loads, and everything was working as expected.  The different import profiles will use some of the same accounts, but different sets of cost centers.  We did not see any collision of data when the same accounts were loaded, and if a balance that had previously been lo

Hi all, Could you please advise how to find error in Excel file which we try to load in OneStream on Import step of workflow. When I click Process button after uploading of file, I see the below message:  Invalid URI: The hostname could not be parsed. Unable to execute Business Rule 'ADU_SolutionHelper'.A malformed URI was found in the document. Please provide a OpenSettings.RelationshipErrorRewriter to handle these errors while opening a package.   

Please share your practical advice to secure Workflow Profile Hierarchies per the two requirements below. Thank you. A. Workflow Profile Hierarchies: Admin v Builder/Business0. 'Cube Root Workflow Profiles' | Admin and Business | Top Level Cube_suffix1. 'Default/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles'2. Admin 'Parent/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles'3. Business 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles B. Two Workflow Requirements: Admin v Builder/Business1. Builder not allowed to see/create/edit:- Admin 'Cube Root Workflow Profiles'- 'Default/Child' and Admin 'Parent/Child Workflow Profile Types' | Admin 'Cube Root Workflow Profiles'- 'Default/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles'- Admin 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles'2. Admin/Builder allowed to see/create/edit:- Business 'Cube Root

Hi All,We have a parameter attached in the entity POV of all our cube views, and it works perfectly on base level. However, not in the review level workflow.Is there a way to include dependent entities in a review-level workflow via XFBR String? The entities in the review level are dependent, coming from the assigned entities in base level workflows underneath it.I have tried using objList = BRApi.Workflow.Metadata.GetDependentProfileEntities(si, profileKey) with no luck. Perhaps I am missing something.Bound list has been tested as well, and attaching the parameter in the POV of a cube view, only works in the base level workflows as well.  When the workflow is a review, it will show a full list of entities that we do not want. Is there a way through the XFBR string and parameter in the member dialog?Appreciate all suggestions.

I would like to build a business rule that will execute when user attempts to submit or quick-post a journal. The rule will check that correct Flow dimension member had been used and display the message to the user if that is not the case. If anyone has something similar in use, can you please share. Any advise will be greatly appreciated. Thank you! Yan

Hello Community - Looking for extender BR to automate by coping bunch of csv files under file share folder on to external Azure storage, any help is appreciated. Thanks.    

I have an issue, since we migrated to V9, OS is adding on its own a space after transforming a member and this prevent us from loading the data to the member. (This is in the validation step when it fails)Data source has been checked, adjusted, and tested in many ways. The extra space doesn't come from here.Transformation rules have also been tested in many ways, and the space is also not here, we event tried one-to-one, masks, all ,and this is not the issueThe error is only happening with 2 UD3 members US4 & CA4 both ending in 4, I created a fake one for testing "US41" and this one works fine. I have been checking with OS support, but they just want to repeat over and over the same testing we already did with them on a callTo me, after checking all that I could, seems like a bug in the new V9.1, but if anyone has any ideas please let me know.

We are currently in the process of upgrading to OFC  PV840-SV112 and just applied the upgrade to our Customer Acceptance Testing Application where we have our imports and matching running daily.  However, the amount of data imported is much less in this applicationas it is using a test database to import the data from and one of the matchsets has not imported any data for many months. The matching step for that matchset erred out a couple of days after the upgrade with the message "The supplied Workflow Time is more than 3 periods after the last import period".  We discovered that if we loaded just one "dummy" row for the matchset that the error stopped happening. My questions are - has anyone else noticed this?   And, if so, is there a setting somewhere to either turn this check on or off or increase the number of months that it looks back? Thanks for any information you can provide.

Is there a way to set up a single matrix data source for a file with accounts in rows and entities in columns where the entities could change, as well as the number of entities?  Can you set up matrix for max number of entities and read entity from specific row?

Hello all, I joined a company where they have implemented OneStream solution. I have access to the platform, and still exploring the way it was implemented. I am currently working on integrating OneStream with an external platform and need to export audit logs using the product's API. While setting up the request in Postman, i've encountered difficulty identifying the correct values for the following parameters: ApplicationNameAdapterName Despite reviewing the available documentation, these tags remain unclear. Has anyone successfully queried audit logs via the OneStream API and can share insights on where these parameters are defined or how to retrieve them? Any guidance or examples would be greatly appreciated. Thank you in advance!    

Hi,in a connector business rule, when a dimension has a business rule logical operator, is there a better way to build the SQL drill back query than reverse engineer what the business rule is doing?In the example below the business rule brings "Zero" to the stage when the source UD1 is null. The code in the drill back is reversing that to get the right source data:'UD1 If sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString.XFEqualsIgnoreCase("Zero") Then whereClause.Append("And (Department IS NULL Or Department = '') ") Else whereClause.Append("And (Department = '" & SqlStringHelper.EscapeSqlString(sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString) & "') ") End IfHowever, this is a simple business rule. I am wondering if there is a way of getting the source data before it is passed through the logical operator business rule, to reduce code complexity in the drill back. Thank you

Hi All,This is probably an easy one, but I am stuck.I have a Dashboard dataset rule that used FDX to run a query.  It takes two input values. I have a data adapter that calls that BR and I can hardcode parameters in there to pass to the BR.  Now I am trying to call that Data Adapter using the REST API.  I am trying to pass parameters using CustomSubstVarsAsCommaSeparatedPairs.   How should I have the Data Adapter set up to accept these parameters.  For reference the hardcoded query looks like this:{_GetData}{GetDataSet}{ScenarioName=Actual, TimeName = 2024M3}What do I need to change "Actual" and "2024M3" to in order for it to use the values from the REST API call?Thanks,Scott

Hi everyone,  I’m trying to connect to the OneStream internal database so I can access the application data using DBeaver as my database manager. Has anyone successfully done this before? If so, could you share the steps or any tips to get it working?Thanks in advance for your help!

When I pull a flat file from an SFTP server, I have been parsing that file in VB .net into a Data Table and loading it that way.  Is this the best way to do this, or is there a way to make the Import read the file from the filesystem once it has been downloaded?  I feel like parsing a csv file using Split() is risky.Thanks,Scott

I´ve setup a process, confirm and certify workflow steps on the Base input workflow profile and I would like to setup automated run of this and email notifications for the confirmation results. Does anyone have an example of business rule for this? I expect it is different then the general one used for automating imports. 

Hi Community, Does anyone have experience with integration between OneStream and Microsoft Fabric? Please share your comments and a potential connect.  Thanks  Rajnish

I've read somewhere that there is a Postman collection for the Rest API.  I am just getting started with it and was hoping someone had one already set up. Thanks,Scott

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Hi,I have installed the solution 'Application reports' in my application.I have added the report WF_ImportDetail_AccountMapping_RPTAR to my workflow by using a form template. When I click on the report in the workflow i am getting a pop-up screen for a parameter. The report should automatically use WF Profile, WF Scenaro en WF time. How do I set that up? John  

Hi Dears,Could anyone please provide me the practical steps to Integrate the MS SQL DB to OneStream.we are at presently testing with the data integration to learn the integration. Kindly provide the real time steps which can workOnestream - On-prem enviSQL DB - Local hostregards,BCG

Error Message:Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user.The statement has been terminated. (SQL Error Number -2146232060, -2, 0, 3621). The wait operation timed outThis happened after running Load and Transform for one of my import workflows. Any idea what's causing this? It stops at the PostFileArchives stage:

Originally posted by Krishna Srinivasan Hi - I have a requiremnt to flip a sign for a particular account in the transformation rule complex expression ? is there way to do it ?   Thanks Krishna

Has anybody been able to create a database connection to the QAD ledger system to import data to OneStream?  We are having a nasty time getting SQL to pull from it.