Workflow and Data Integration

We need your help to Import flat files:1. Number of Rows: > 100k2. Organized under E# Parent Members: a few thousands3. E# is extended We've been fortunate to be advised to build a BR to generate a one-to-one Transformation Rule file.- E# Parent to its first E# Base Is it possible for you SMEs to be generous enough to share with us/Community:- a sample BR to look up its first E# Base Member of an E# Parent Member- under extended E#- how to call that BR in an Import Workflow Thank you, OS SMEs.

We have been tasked with importing a file that has a large number of variable columns. For the sake of easy explanation, let's say the first five columns are standard (time, entity, ud1, ud2, ud3) but the file could have from 50 to 150 additional columns, one for each account. If there is no data for the account, there is no column for it. New accounts could appear in the future without warning. No, we don't have the ability to change the format of the report. (Oh, how I wish.) I have thought up several ways of making this work but each is fraught with its own type of peril. Create a new, custom table dynamically to stage the data. Parse the column names from the file. Use the column name list to run a new SQL query to unpivot. Parse the file in-memory to manually unpivot by parsing each data column and adding rows to a datatable, then returing the full data table. Maintain a list of the columns we care about the most, parse the file in advance and save the column name/position maps t

   Use case: You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted.1) Paste your raw lines into Excel: Paste your raw journal lines into column A as above.Go to Data → Text to Columns → Delimited → Comma → Finish.You should now see the first column as H and the next two as D, D, with each field in its column.2) Clean the values (common blockers)ConsName must be a valid Consolidation member in your app (e.g., Entity or Local).Leave ParentName blank unless you’re 100% sure of the direct parent.Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required.Make sure Scenario → Cube mapping matches your CubeName.If JournalBalanceType=Balanced, totals of Debits = Credits per journal.2) Save as CSV (UTF-8)Keep only the upload rows on the active sheet (no notes above/beside them).File → Save As → CSV UTF-8 (Comma delimited) (.csv).

Dear all, Could you please advise is it possible to configure automatic e-mail notification about users' activities in OneStream (in order to have up-to-date information about changes in data? 

I'm struggling with something elementary here. I can't seem to properly reference a business rule in my data managment step. I've tried a couple of options - explicit workspace name and 'Current' which should both work, but I consistently get the error:Error processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.MyWorkspace.MyAssy.MyBR' is invalid.orError processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.Current.MyAssy.MyBR' is invalid.Using that name as a reference, this is how my App Workspace Heirarchy looks:Anyt input would be greatly appreciated!

Hi all,Trying to delete an unnecessary member from the metadata but it won't delete due to 'existing' data.  There isn't actually a value where it says a value exists but OS believes there is data there in currencies that are non-local.I've tried the DM Clear Data job but it only seems to see the Cube, Entity, Time periods and Scenario.  It appears to ignore any other dimensions specifications I include in any of those filters (i.e. additional UD dimension specifics).  Which makes it too broad for our requirements.  Tried to test this and even though the DM job succeeded for that cube/entity/scenario/time period, it STILL thinks there's data there and won't allow the deletion of the member.Hoping someone out there has run into a similar situation and has some suggestions to offer on how to truly clear a member completely so it can be removed from the metadata.  Thanks

Hi, I have recently reduced a PROD data table by several million rows but the Allocated table size has remained largely unchanged, as the reduction in the Used portion has just shifted to an increase in the Unused portion and the elastic pool usage has also remained unchanged. I'm assuming that if I run an app copy of PROD into DEV then OS will try to copy over the entire elastic pool size rather than differentiating between what is Used and Unused and only copying over the Used portion. A shrink and reindex has been suggested as a solution to reduce the Unused portions but I have been advised that running a shrink is a risky move as it can cause performance issues. I therefore wanted to check whether a shrink and reindex in the PROD environment, at least during monthly maintenance, is widely used and generally benefits the environment rather than being detrimental to it?

Hello,Could you please let me know the available options to pull trial balance data from S/4HANA Public Cloud into OneStream?Thanks, 

I'm trying to export data via a Data Management step.I am running into frequent errors stating: Error processing Data Management Step '[DM STEP NAME]'. Unable to create or open file '[FILE PATH]'. The process cannot access the file '[FILE PATH]' because it is being used by another process. My servers were unoccupied as no tasks were running in the background in the task activity log. I've also tried via DM sequence and selecting my own server which did not help.  

Hi, my company's OS data integration with the ERP system has been set-up to load monthly TB's into OS and for transactional tables to sit outside of OS but with the ability for OS to query and drill-back to view transactions. The transactional drill-back function is limited in that a drill-down first needs to be performed to get to the detailed dimensional intersections at the lowest UD level before a drill-back to view transactions (at that precise lowest level set of dimensional intersections) can be run. It is therefore easier to use a stand-alone BI viewer outside of OS to view transactions.Am wondering - is it possible to load ERP transactional tables into OS (this may contain millions of rows spanning multiple years) and for OS to then display transactional level detail across higher-level roll-ups (e.g. viewing transactions across a cost centre parent rather than only at an individual cost centre level), or even display transactional detail in quick views, essentially making OS

Hi All,There are two files. I can decrypt one file but unable to decrypt the second file during the integration stage, getting this error:Session details have been confirmed. No changes there.Any thoughts how I can troubleshoot this?

Hi, while reviewing the Workflow status view in the Cube root profile, I noticed a second tab called Cube that I hadn't previously paid much attention to. The tab appears to be empty. Does anyone know if this tab can be customized, for example by adding reports? What is the purpose of this page? 

Has anyone seen the above error message or have thoughts on what it might pertain to.  I am trying to load a delimited file to a BI Blend table. My test file only has 5 records. When I import the data it gets to 12% Complete - Translating Cache step. The only place I can find a reference to this field is on the file suffixed with '_RS'. BI Blend definition  Error Msg:  

Is it possible to create a data source to load annotations only from a flat file.I am tagging the annotations in the flat file with the View dimension.It seems like the data source always wants an "Amount".  Is this case I have no amount so when I Ioad the data file, I get an error that "No Valid Data Keys in File".  It seems that this should be possible.  Maybe I should do this via Excel loads. 

Hello All, I have a cube view in which i am using on the Row Level a GetDataCell Function, example GetDataCell(Account1+ Account2): Name (Trade). on the column level i have a Comment using the V#Annotation:Name(Comments). however, on the GetDataCell the Comment is highlighted in Green. is there a way to be able to allow the user to write a comment on row that contains a GetDataCell function? 

I have DEV and PROD OS environments. Is it possible to export the Gateway Configuration details from both OS environments and configure in one single Local Gateway Server? Or Do I need dedicated Local Gateway server for each OS environment?

Hello OneStream Experts, I was wondering if it is possible to set a value or retrieve a value (using XFGetValue) from user input for the "options" in the Data Export of a Data Management job while developing an Extensibility Rule.The goal is to give end users control over Data Exports without granting them access to the Application tab.Below is the code I developed to execute the Data Management sequence. I noticed there are a list of options that can be leveraged; however, I have not been able to set any values for these options. Any help or suggestions would be greatly appreciated.Thanks! 

I have drilled down to the bottom of both Origin and UD6 dimension which shows the data was loaded by corp accounting team.  However, i cannot view Audit history for Forms - it continues to show as grey'd out.   Does anyone know how to enable the audit history?  thank you.  

Hi everyone,We are uploading portions of our budgets in Excel templates across multiple years.  The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up.  Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule?I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible.Thanks, James

Hi Team, WhatIF_R&O_Adj is a Workflow Channel, and it is assigned under "Financial_WeeklyProcess" - "Base_Input Profile" (Refer the 2nd screen shot). when we are trying to unlock the channel. getting pop up like "'mnuWFChannelLockWhatif_R&O_Adj' is not a valid value for property 'Name'." and it is not listed under WF channel list(Please refer 3rd screen shot). Kindly help us to resolve the issue.     Thank you, Shiva Prasad.

Hi everyone, I have an issue in understanding how to implement multiple import steps within a workflow. My client will load 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, however, the data will be loaded in full (with eventual adjustments) and should overwrite the data loaded through previous import steps (and this is the reason 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. The problem now is that since we are using a different workflow profile at each step, the system does not automatically overwrite the data loaded through the previous workflow profile, and therefore the

Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue.  Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.

Hello, I am new to Onestream and trying to solve something that seemed easy but it doesn't work:( We need to map an account by the entity and by the time. I used composite mapping. to be exact; A#[651200]:E#[8*]:T#2019M12} has to be mapped to account A A#[651200]:E#[8*]:T#[2019M3] has to be mapped to the account B -  also all other instnaces of #651200 for all other entities are mapped to the acount B. I have only composite mapping for this account. It doesn't work. It totally ignores the time dimension.  Any tips? thank you, Ola      

When using the BRAPi.Utilities.ExecuteFileHarvestBatchParallel function in an Extender BR, does anyone have any guidance and/or opinions on the proper setting of the parallelBatchCount parameter? My understanding has always been to set it to a maximum of the number of CPUs - 1 , available for the server performing data management or batch load processing.

  Dear Team, I am currently working on updating the "Profile Active" property for a specific scenario type within a workflow profile. I am trying to implement this change using the below code snippet, but am not seeing the desired result: code snippet: brapi.Workflow.Metadata.GetProfile(si, "Parent Profile.Profile Name").SetAttributeValue(ScenarioType.Control.Id, 1300, Boolean.TrueString) Though I am aware that this update can be performed manually by accessing individual workflow profiles or using the grid view, my requirement is to execute this task through an extender rule. I've identified that the attribute index for "Profile Active" is 1300 and the value to be updated is of an object type. I suspect there may be an issue with the way I'm passing the new value in the code. I would appreciate any guidance or insight on how to correctly update this property using the extender rule. Your assistance is greatly appreciated. Thanks