Workflow and Data Integration

Hi all,I need to set up a complex expression to assign a specific value to the U6 dimension based on 2 source fields. Below part of the list of those source fields.The code I set up for the complex expression is the following:Dim fields As List(Of String) = api.Parser.DelimitedParsedValues() Brapi.ErrorLog.LogMessage(si, "Field count (List.Count): " & fields.Count) If fields.Count > 4 Then Dim loadedAccount As String = fields(4) Brapi.ErrorLog.LogMessage(si, "loadedAccount: '" & loadedAccount & "'") If Left(loadedAccount, 2) = "00" Then Return Right(loadedAccount, 8) End If Else Brapi.ErrorLog.LogMessage(si, "WARNING: only " & fields.Count & " fields; skipping Account logic") End IfEvery time I launch the loading process, however, it prints the WARNING message for all the rows, as if it didn't find any source field.Am I doing something wrong / is there an alternative way to retrieve the fields values that I am not considering?Th

How to configure the OneStream system to push the transaction and master data (dimensions) to Snowflake without manual intervention? I need step-by-step Info how to pull data from Snowflake into OneStream.

Hi everyone, I need to create a few journal templates so that they can be filled up in Excel and subsequently loaded into Onestream. I found online screenshots of some journal templates in Excel like the following one:but it's not clear to me how can I create it. Is there a way to export in Excel the already precompiled structure of a journal from Onestream? or do I need to create it manually in Excel?Any suggestion would help!

Hi everyone, I'm currently working on integrating OneStream with Dynamics 365 (D365) and would love to hear about your experiences. Specifically, I'm interested in knowing which connector you used for the integration. Did you opt for OData, Synapse Link, or another method? Any insights, tips, or recommendations would be greatly appreciated! Thanks in advance!

I have a requirement to load to the most recent unlocked period.  Using VB or C#, how do I check if a period is locked or unlocked?Thanks,Scott

Hi there everyone,Anyone ever created a connection between apps in the same OS environment? Working on some data movement and I have the connector set up, but struggling a bit with the connection string for the external database connection I'm setting up to reference the app I'm pulling data from. Is it the same syntax as the BI Blend connection, or are there other keywords that need to be in there?Thanks!

Originally posted by Krishna SrinivasanHi - I am loading a simple CSV file into my Cube.   - Created Data Source - The Scenario & Time Dimension are Current Key. - Created Transformation rule. - Created Workflow profiles - Start the Import Porcess and got the below error   Summary: No valid DataKeys (Scenario / Time) found in data source.  Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source.   As anyone encountered this issue ? It is so strange even if I am not passing any values in the Data Source

I'm being asked to schedule an extract of the OneStream metadata.  I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management.  Is this an accurate statement?  If this can be schedule, how so? Thanks!

Does anyone know if the Smart Integration Connector is FedRamp complaint with OneStream v9?Thanks.

Hi Everyone, We are trying to incorporate the status of the IC-Matching Report into the Confirmation rule. While reviewing discussions on the community board, I found the following object: brapi.DataQuality.Status.GetICMatchingStatusItems. However, I am having trouble getting it to work in a script. Could anyone share how they prevent users from confirming the workflow if the IC transactions do not match? Your insights would be greatly appreciated!    

Hi guys, bit of an odd one here.Our client is looking to leverage SmartLinks once their 8.5 upgrade is complete. We are doing testing in their Development environment and have the SmartLinks up and running (mostly) as expected. Our SmartLink navigates the user to a specific dashboard, but the dashboard is WF driven. On top of that, when opening OS in the Web, it defaults the WF to the WF the user was most recently in. I know SmartLinks is a new feature, but was wondering if anyone had any intel on how far the code can go. We prepopulate parameters with the generated link, can Workflows (Profile, Scenario, Year) be set the same way? It doesn't seem like it. Not sure how I would go about this issue going forward, however.Thanks

I need to move some files around the various folders on our SFTP server and I am trying to do it via the Extender BR. Basically I need to move the files from the staging folder into various other folders based on the file names. The rule below compiles successfully. When executed, I get the exception on the second pass ("Chase" related) but no files are being moved anywhere. I am stumped at the moment and would appreciate any suggestions. Thank you in advance. Yan   Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Set up SFTP connection session options Dim sessionOptions As New sessionOptions With sessionOptions .Protocol = Protocol.Sftp .HostName = "xxxxxxxxxx.xxxxx.com" .UserName = "XXXXXXX" .Password = "xxxXXxxxXXXXXx" .SshHostKeyFingerprint = "ssh-rsaxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxpNuL5H42WiDJY=" End With 'Us

We have a form in our workflow for budgeting. Users have the option of interacting directly with the form or using a spreadsheet template we provided to update their values.  There are pre-seeded values in the cube. Users can then make adjustments to the amounts. When users are updating via the form, we are getting values replaced like we would want. However, when users interact with the form and update via our provided excel file, the amounts are getting appended to the original value. We can't seem to locate where this behavior is triggered on upload to form via Excel. Is there something in the VB we need to adjust, or is this a 'standard' behavior. We'd like to let our users simply replace the values.  Let me know if you need any add'l clarifications. Regards,DK

The query from SAP is currently returning the negative sign in the last position of a cell.ex.  20.56- when it should be -20.56Is there an SAP function I can add to the SAP connector solution that would place the - in the first position and how would I achieve this in OneStream?

Dear all,Do you have any idea how we can lock a workflow that has not any attached entity on it but should be based to a UD1?Thank you 

I am executing a Copy Data Management step which references a literal parameter (NOT in Default workspace) to get the scenario value. However, I am receiving an "Invalid Parameter" error when trying to use the parameter even though I confirmed the parameter is named correctly and has a value.  However, when I created the same parameter in the Default workspace, the Data Management step executed successfully.  In a Data Management step, is there a way to denote which workspace the parameter should be coming from? I tried something like: workspace_name.|!Scenario_parameter!| but no luck. Is there any documentation on this? 

We are looking to load data from a year-to-date (YTD) consolidated statement of subsidiaries. The statement is in matrix form, with accounts (both balance sheet and profit & loss) in rows and companies in columns. Each company has two sets of columns: one for financial results and one for eliminations. How can we set up the data source to read multiple companies' statements from one file? We would like to load eliminations to a separate origin (Elimination). How can we change the destination for the Elimination columns?  Also, how do we set up bypass row so that the load ignores headers and total rows? I noticed those rows can be identified by the Account column, where if the account is blank, then bypass. 

Hi Team,We have a client that upload excel templates using xfdrange into OneStream. They have different files per Business Unit (UD2). Two of the files run into the following intersection error during the validation step:All the other files are correct, however, when they upload these two files, all data intersections (from all other files) are suddenly also invalid intersections. For examples, the line listed here is not from either of the two files but from a seperate file that has no errors when uploaded individually). When you would navigate to "Intersection" instead of "invalid Intersection (1)" all data intersections from all files are there. Only the local users get this validation intersection, when I (administrator) would run "Validate" from this screenshot, the error dissapears.Strange thing is:they have uploaded data on this intersection before in previous Forecast Scenarios without errorsSecurity has not changed for either the application, user, workflow profile, entit

Hi, I need to build some tables in the application database. I am using a extensibility rule with a StringBuilder and the BRAPi.Database.ExecuteActionQuery command to do that. The "Create table" command is working fine. Eg:sqlScript.AppendLine("CREATE TABLE [PayrollMapping](")sqlScript.AppendLine("[Payroll]  varchar(255),")sqlScript.AppendLine("[Pay_Basis]  varchar(255),")sqlScript.AppendLine("[Salary_Annual_Factor]  Int")sqlScript.AppendLine(") On [PRIMARY]") But I cannot make the "Create table as select" command work. Eg this does not work (Error: Incorrect syntax near the keyword 'Select')sqlScript.AppendLine("CREATE TABLE [EBSRegister] As")sqlScript.AppendLine("Select [RegisterID], [FirstName], [LastName]")sqlScript.AppendLine("From XFW_PLP_Register") Is the "Create table as select" not a valid command for the OneStream BRAPi.Database or is there simply something wrong with the syntax above? Thank you

Hi everyone,I’m looking for some guidance or references regarding the Forms Event Handler. I would really appreciate it if anyone could help with the following:any  documentation or examples for using Forms Event Handlersany sample implementations or best practices shared by the communityHow to use Forms Event Handlers If there’s any downloadable content (like a sample/snippet), or even just some insights from your experience, that would be a great help.Thank You.

Hi Everyone, Our business team would like to make it mandatory to attach a document to every journal entry.  I know this can be done via a confirmation rule.  However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced.  We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates.  Is anyone familiar with this setting?  

To integrate with SAP using RFC will I need to configure a data source on the SIC gateway or will I just need to add the appropriate DLL's to the referenced assemblies folder?

I have 2 Datasource imports that I want to use the same mapping tables.  The first workflow is an actual monthly GL load.   The datasource is a comma delimited file and uses 2 different columns to determine the source value for the UD1 dimension.   The second Datasource will use an Excel Matrix to Load Budget data for multiple periods.  There is logic in the first Datasource to use the Account source value instead of the UD1 source column as defined by position.  This is based on the value in the Account source field.  See the code below: Dim Accountcol As String = args.Value 'Reminder - (2) column is 3th column in excel - need to count "0" as a digit Dim CostCentercol As String = api.Parser.DelimitedParsedValues(6) 'Identify PL Accounts (greater than 39999) If Accountcol > 39999 Then 'Need to bring in Cost Center Return CostCentercol Else 'Use Account as UD2 source Return Accountcol End If My question is  How do I create a datasourc

I am the admin for the application. I dont find any button to closed/reopen workflow at v 8.4.1. BUT we do have a workflow closed without any reasons and I cannot reopen it.Anyone have any ideas on this? Thank you.  

Hi all! We're looking at creating an integration from Workday for automatic maintenance of our Entity dimension - including new member creation, hierarchy creation and movements, and text fields updates. Wondered if anyone else is doing something similar? Is it a complex integration, does it seem to work relatively seamlessly? Any best practices to share? Thanks in advance!