Workflow and Data Integration

Is there a way to make a data source process rows that do not have a value in the Amount column? For example,  an import file has 4 rows: Account Name Cost Center Name Amount Cash G&A 5,000 AR G&A 5,000 AP G&A   Retained Earnings G&A 10,000 OneStream will only process the Cash, AR, and Retained Earnings rows becuase the AP row has no value in the Amount column. While a complex expression can evaluate the empty amount in the AP row and retun "0", the Data Sources only processes the three rows into Stage.  

I'm trying to run cubeviews by way of the REST api on Version: 8.2.2.16127 We use PAT tokens for a native onestream user. Suddenly I started receiving meaningless errors about a day ago like so: "An error occurred returning data for 'Cube View RPT_SVC_PbopHierarchyBase', Please check the Error Log for more details. Unable to create database connection. There is no open application"         Does anyone know what this means?  Is it a bug?  Any help would be appreciated.

Hi All, We have a requirement with regard to our data mapping. There are certain data fields which are marked as XXXXX. We want to skip these by using for example X? and X* but that does not seem to work. How can we simply skip every value which starts with and X? Thanks in advance.

Another system on the network is pushing data into OneStream using a REST API. OneStream has a DataManagement group and a step to absorb this data. Is there a way we can pass back a custom response to the calling system?   Thank You for all your help in advance. Indu

I'm trying to convert a 5YP forecasting file into an XFD excel import file. Unfortunately the business currently plans by year and 'scenario' (UD5) on the column so it's not as simple as adding the xfd tokens in. This is a simplified example of the planning file: Has anyone got any prior experience of creating an xfd file with multiple dimensions in the columns? Ideally this would all be kept in one sheet, rather than splitting it one sheet per UD5. 

I am creating a tableview and I would like to pull the timestamp of when all our sub-workflow profiles were locked. I can audit each and get the lock history so it is stored somewhere. We have our workflow profiles set up like this: Jan->Import->IC Matching->CAC->Close Month End (Certify Step)->Other reports->Close reports (Certify Step) Right now I can pull whether each step is locked using "BRApi.Workflow.Status.GetWorkflowStatus().Locked" and can get the timestamp of a profile with a certify step using "BRApi.DataQuality.Process.GetCertification". When I use "BRApi.Workflow.Status.GetWorkflowStatus().LastExecutedStepTime" it pulls a timestamp only for the top step and the certify steps (however in one of our dashboards we use this method to pull the timestamps of all our sub-profiles). This however is still just the last step done and not the actual locking time displayed.   Dim icInfo As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, BRAPi.Workfl

I have added below as improvement suggestion in IdeaStream. In have some cubeviews with page captions that give some details on the content, when I use a dashboard with Tabs in a workflow, the description of the Dashboard component becomes the page caption. Is there another place where I can add a caption? Example: Cubeview has Page Caption:  Outbound Freight Rates Direct Shipments from |CVUD2Desc| |CVScenario| |WFYear| in USD (Incoterms based on customer master data), it shows like this: Dashboard component cubeview has Description: Outbound Freight Direct Shipments and this becomes the page caption like below: I would like and expect to see the page caption as maintained in the cubeview.              

Dear community, It's an open question, hopefully you can forward this topic to other consultant and active people working on OneStream. The question is : how do you think is the best way to work on restatements ? Use Case : the customer load and input data, then validate them all and lock them, finally they report data for 2022. In 2023, they need to modify some of their input because they have more accurate data, which they will ultimately report on as 2022 (restated) in their 2023 reportings. Waiting for your anticipated feedback and thoughts on Workflow definition for this use case, eventually consideration for dimensions build. Regards,

I have several data feeds from OneStream to different application/db. I am currently trying to pass a parameter from OS which says which application and environment does the data feeds belong to?   What is the db table and column name where the applicatiotion  name and  the application environment is stored in?   Thanks

Hi Everyone. how could I do the following getdacell through the data management, that is to say to obtain those specific departments, because when I leave it in all_departments in the data management it does not go through, then I would like to know what I can do to do things like this in the rest of the POV elements. Dim dataCell1 As DataCell = api.Data.GetDataCell("Cb#HLFPLN:E#41401_41402:C#INR:S#[Forecast 2023M2]:T#2023:V#Periodic:A#611900:F#None:O#Top:I#None:U1#D1309:U2#ALL_PRODUCTS:U3#COUNTRY_RPT:U4#ALL_PROJECTS:U5#None:U6#None:U7#None:U8#None")  

Hi,  right now we have a bunch of Forecast scenarios that have a time span of two years, example:  Jan 24 to Dec 25 Is it possible to lock some inputs in one specific year? The forecast process has a period where some entities are adjusting some keys and they only should be able to do it in the second year (2025), not the first one (2024).  Any idea? 

We have a requirement to have daily backups for our applications for a period of 15 days.  OneStream cloud offers point in time backups up to 7 days and only weekly backups past that period.  I know how to back up artifacts/metadata in OneStream but not sure how to back up data.  Does anyone have any ideas on the best way to create a data back up?

Can anyone tell me why our standard journals are reversing every month?  I thought that you had to select 'auto reversing' type for reversing and standard would therefore not reverse?

Hi there, I'm looking an example using the "Specific data filters". So far, I can filter the data using the "combinations of data filters" in the previous step as expected, but I need to be more specific on the data combinations to export. Does anyone have used it? For instance exporting: A#(subsetA1):F#(subsetF1) A#(subsetA2):F#(subsetF2) and do not exporting: A#(subsetA1):F#(subsetF2) A#(subsetA2):F#(subsetF1) Thank you Best regards, Carlos 

How do I set up a task in the task scheduler to run as Administrator and not as me? Thanks, Scott  

This syntax only inserts one line and the line does not have 'entity currency' or 'group currency' description in the [currency] column. Please advise on what the issue could be:INSERT INTO XFC_005_RCP_FinResults ( [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC], CURRENCY )SELECT [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC],CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END AS CURRENCYFROM (SELECT *, ROW_NUMBER() OVER (PARTITION BY [PROJ_ID] ORDER BY [SCENARIO], [TIME], [ACCOUNT], [CURRENCY]) AS RowNumFROM XFC_005_RCP_FinResultsWHERE CURRENCY = 'Project currency') AS tWHERE RowNum <= 2AND NOT EXISTS (SELECT 1FROM XFC_005_RCP_FinResultsWHERE [PROJ_ID] = t.[PROJ_ID]AND CURRENCY = CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END);

Hi , Is it possible to use REST API in SIC? If so, could you please provide some examples?  

Hello, We have a DM that receives one set of parameter inputs and runs the business rule for a target entity. We would like to convert this DM to run on multiple sets of inputs for multiple sets of target entities. What is the best setup?  In the example below, users usually select one set of "SourceScenario=|!dl_LAPScenarios!|, SourceEntity=|!dl_LAPEntities!|, SourceUD3=|!dl_SourceLAPParcelForFcstCopy!|, Inflation=|!dl_LAPInflation!|" and select one "E#|!ml_InactiveNoStatus_WF_Entities!|", then launch the job through the dashboard button. We have a situation where they have to run multiple sets like this several times during the month, so we would like to set up an automation so that they can select multiple source to pair with multiple targets, and launch one button to trigger the job for all pairs of source and target.  Thank you, LeAnn  

Hi all,  I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward.  I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts.  Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't s

Hi - I am trying to call the DM job using RESTAPI call from Powershell using Basic Authentication . It is an On-Premise Environment and Version is 6.6. I know I can use the task scheduler but I requirement is to use the API. I have a PS Script but it failing and also failing in Postman with 404. The below is the script $User = ""$Token = ""$base64AuthInfo = [Convert]::ToBase64String([Text.Encoding]::ASCII.GetBytes("$($User):$($Token)"))$Header = @{Authorization = "Basic $base64AuthInfo"ACCEPT="application/json"}$ContentType = "application/json"$Url = "http://Host:Port/api/DataManagement/ExecuteStep"$Body = @{SequenceName="Sample"BaseWebServerUrl="http://Host:Port/OneStream"ApplicationName="Sample"}$json = $body | Convertto-JSONInvoke-RestMethod -Method 'Post' -Uri $url -Headers $Header -Body $json Any help would be appreciated. ThanksKrishna  

Hi All,  I have a process that exports a dashboard and all of its components to XML.  It then reads through the XML and creates new objects.  The process works when I import the XML by hand.  I was wondering if there is a way to have the code: 1) delete objects if they exist 2) import the XML to create the new objects.    Thank you,Scott

Hi team, I was trying to run a reset scenario for a particular time period and encountered the following error:   Has anyone else experienced this issue or have any insights on how to resolve it? Any thoughts or suggestions would be greatly appreciated. Thanks!

Hi, We are facing a new challenge, as we want to rebuild the entire hierarchy, which has about 6000 members and about 150 parents. In this case we need to rebuild whole workflow hierarchy, is there any way to dynamically create a workflow hierarchy based on entity dimension? Regards, Michal

Hi, I added 5 more years in my forecast process, I am able to load csv data for first 4 years but having issue loading the similar data load to the last year. I can see only 3 month of data in my import M10, M11, M12. no Data load for M1 TO M09.   Nothing change in our regular process, we are using the same data source and Transformation Rules.  This is the error message i am getting.  Description: Object reference not set to an instance of an object.Error Time: 7/15/2024 2:25:36 PMError Level: ErrorTier: AppServerUser: Naseer MubashirApplication: OneStream_DevelopmentApp Server: vmDEV1Web1App Server XF Version: 7.2.4.14731Session ID: 1aa5d0b5-007e-4d47-8410-28ccc6f91aabError Log ID: eab552e3-972b-46bd-a972-d1736afb7a3b

Is there an ETA on the Power BI connector ?