Workflow and Data Integration

Hi Everyone. I have a question about how I can assign the entity that appears in my Calculation Definitions to my assigned Data Management Step. Currently, I have it set to E#Root.WFProfileEntities, but since I have it in a Profile that does not have entities assigned (because it is a Profile where I want to mark all my WF as complete), it gives me an error when I try to use it from there.  

I am looking to create a transformation rule for Accounts to map to a destination if the Department on the record is a child of a specific parent in the OS department dimension.ACCT600 DEPT101  --> ACT_EXP600_100ACTT600 DEPT321  --> ACT_EXP600_100Where departments 101 and 321 are descendants of Dept_TotRD

Hello,Has anyone seen this before where the task scheduler looks as if it will skip a date? Under the grid view, the autoloads highlighted are skipping 10/1/24 even though they are all set to run the first and the second day of every month. Weirdly enough, under the calendar view, they are listed correctly under 10/1 date column and after a few switches back and forth it reset itself back to 10/1 without any other action. Any idea would be appreciated. 

Hi,I have designed a dashboard using SQL adapter and have stitched multiple OS tables.Current ask is to integrate this dashboard data and sent it out to an external db.I can create a table in the external db reflecting the same column structure.What is an efficient way to integrate this data from OS dashboard to external db-FYI- I have SIC in place.Thanks for your time

Hi,I’m currently working on a project where I need to omit a derivative rule, but only for a specific period. I'm looking for the most effective and clean way to achieve this without disrupting other rules or calculations that remain in effect.Does anyone have experience with this or suggestions on how best to approach it? I’d appreciate insights on both technical implementation and best practices to ensure future maintainability.Thank you, 

Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again.I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.    

Hey everyone, My first post, so I hope I'm in the right place. While trying to upload an Excel JE Temp to a WF, the following error appears. I can confirm that the entity member filter is consistent for both the OS Temp and the excel Temp. Also, the same Temp has been used to load data in one of the previous months, with no error. Any suggestions/help would be appreciated.  -Amrit G. 

I have created a workflow profile, and the data source for the workflow is a CSV file with several columns. In this file, the second column contains account numbers. I specified the 'Text Fill Settings -> Lead Fill Value' as 'A' in the data source as I need to append with A Infront of the account. Additionally, I have defined a transformation rule. However, when I execute the workflow, I get the following error message: 'Validation Messages: Invalid member name. Account: 652901.'"  Could you please suggest, is there anything that I am missing?

Trying to create a Data Source.  I have multiple spreadsheets of the same format with the account name I need to load to in cell B1.  Each .csv file is for a different account that is specified in B1.  How can I make all subsequent rows use the account is in that one cell B1 on each spreadsheet?

 we have a query where we have a list of Tasks that are running one after the other but are not linked, and if one of them fails for whatever reason, the rest of the tasks also stop running. We have been informed by OS that this is not possible to configure this behaviour within the specific task or Data management so we can control which tasks stop and which ones need to be completed in case one of them fails. We believe this makes sense to have a parameter / setting to set against each individual tasks if they just stop running or continue to completion in case of of the other tasks fail. At the moment they all fail when there is an error.  

I have a csv file that has two columns one for Debits and the other for Credits columns E and F (5 and 6).  I'm using the code to take the Debit column if there is a number in Col E use it, if zero, take number from Col F instead. In the Data Sources settings in order for the script to work properly I need zero suppression to be False or it won't pick up the credit column. Note in the script that integer = 5 is referring to column 6. Is there a way to suppress zero after the script runs or write zero suppress into the script?  Thanks Scott

Hi, I wanted to know what the difference was between the following security: Workflow Execution and Workflow Access. Can someone please help.

I am an administrator however it will not let me change the colour of the onestream dashboard (This is for the test environment). It is greyed out so will not let me change. How do i change the colour? Thanks

has anyone done data export from OneStream to Databricks? what is the best way or method to transfer data into databricks?

I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting.  The same functionality as is available in the export to Excel button on the data explorer component itself.  Am I missing an obvious function or does anyone have a way to replicate that functionality.Thanks,Scott  

Hi everyone,My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube.At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps).For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on.I already set the "Load overlapped siblings" setting of the parent profile to false:The loading seemed to work fine, as each load process overwrote the previous one.But there is an exception that we don't understand how to fix.We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account d

What would be the ideal integration method to fetch approx. 100000 records in a single import  between OS and SAP(ECC and S4 HANA)? Any steps required to achieve the same would be highly appreciated. 

We are attempting to upgrade the Financial Close Marketplace Solution from version PV640 SV100 to PV710 SV201. We are on platform version 7.2.4.  We have a group of SuperUsers (similar to an Admin role but with less access than an Admin) that should be able to access and execute batches for the Workflow Multi-Period Processing page. (screenshot attached). They can access the page, but the Execute Batch button is greyed not allowing them to execute any of the steps. They have this ability in the environments where the solution has not been upgraded yet.  I cannot find anywhere in the workflow profile or business rules where security is being referenced for this Execute Batch button.  Can anyone guide me in the right direction to allow them to have access to that button in the upgraded solution? 

Hi OneStream Community,  Does anyone know why an import would add two rows in the load step with an excel import? In the import processing log shows only 1 line read but it adds 2 rows. (edited) Thank you,Sharon

Please can someone explain to me : 1. What is the best practices to set up the Parent Sort Order for entities in a legal (default hierarchy) and an alternative rollup.  2. How is it used (Best practices)  3. What is the impact if it is changed  I cannot find significant information around it.  

What level of data do most of the companies import from their ERPs to OS, e.g. balances or transactions?  

hi all, I wanted to retrieve a workflow status and form status.  I am able to do this using the data adapter method query for the same. I also wanted to assign a user responsible for each workflow and retrieve that info . I was thinking of doing this using one of the workflow text properties. How will i be able to retrieve that info into my status report? has anyone done something similar?  

Hi, Does maybe anyone know how can I get a status of a single process in workflow from BR? I was trying to use method GetInputWorkflowStatusForMembers, however I can't select any specific process there: Dim wfInfo As WorkflowInfo = BRApi.Workflow.Status.GetInputWorkflowStatusForMembers(si, cubeId, entityId, scenarioId, timeId) I need this check in Extensibility Rule as it will be ran using DMJ. Many thanks!

Hi all, I am building some form templates for my workflow profiles, and have a query regarding the best way to setup the form template and entity parameter (setup below):   I would really like to be able to have users navigate between the forms, and the entity POV that they have selected in the parameter remain constant between forms. As it is now, when they move from a form, it always goes to the top entity in the list. I have some workflows with 20+ entities, and it may be that someone is working on the forms for just 1 entity at a point in time so has to re-select the entity each time. I've seen a "Sticky POV" idea raised on IdeaStream, but that hasn't moved since 2022.  I have seen mentioned at Splash that there's an option to have the user state pov remain through a business rule, but haven't seen anything other than a SetUserState? And I'm not really sure how to write the code and apply it here.  Any advice would be really helpful.  

Im being given an account consisting of 4 numbers, a - and 4 more numbers like:5150-0707. Im using range TR to map to the OS accounts, so for example 5000~5050-0304 works fine, but if i put the ~ after the - like this: 5000-0001~0304 it doesnt work any more. is there any way to fix this and make it work?