Workflow and Data Integration

Was asked to create a dashboard that gives the HQ admin the ability to lock and unlock Workflow profiles. Found bits and parts to use the user POV and descendants. Unlock descendants isn't working but.. Was looking at member tree and some of the other tree functionality, but couldn't get it to work for profiles. My thought is the profile hierarchy then they would select what to lock or unlock. Was curious if anyone had any recommendations or solutions they could share? Appreciate it in advance! 

Hi all, I'm just trying to get a feel for how common this use of proxy members is these days.  I've worked for multiple organizations and typically, if we were planning at any level higher than the most granular level of data, we would plan a number representing a group of members, at some 'proxy' member created specifically for planning purposes.  That is, we would not use some random existing base member that held actuals. For example:If our dimension hierarchy looks like the one below and we were planning at the Region Level:I would not plan for the entire RegionA by loading my planning data to "South3".Instead, I would create a unique member (say, "RegionA_Plan") and load my data there.Wondering how many companies out there would use the first method rather than the second method and what advantage there would be to this?Thanks in advance for your thoughts on this.RegionA     North        North1        North2  &n

I am trying to write some custom reports off of the RCM tables.  Does anyone know the translation of the number in the status column from the table to the name that shows in the UI?  Or does someone have a nifty way to retrieve that from the code?Thanks,Scott

Hi, I am working on an Import/Validate/Load step and built a Connector which gets data from an Application table and a Data source which use the said connector.The connector/Data source seem to work in the sense that that gets pulled in during the import step.However, when the import step is run I receive the following error: "Summary: Detail Cache summarization did not produce any Summary Data Rows." Does any of you know what could cause the issue and what the error message means?Thank you 

I'm creating a business rule to automatically lock all workflows and descendants using:   BRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, profileTypeFilter, workflowChannelKey) but I'm getting the error: 'the item was not found'. I found an example online but it's not working for me. I didn't know what to populate wfClusterPk with so I defined it as (). I'm fairly new to VB.net and appreciate any help with this - thanks!      Dim wfClusterPk As New WorkflowUnitClusterPk()   Dim wfChannelKey As Guid = Guid.Empty     BRapi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk,     WorkflowProfileTypes.AllProfiles, wfChannelKey)    

Hi, I get this error when saving data into a particular WP#Workflow S#Scenario T#Time member. Cannot execute step because the specified step classification doesn't exist for the workflow profile When I click OK to the error, when I refresh the data is saved. Any ideas what the problem is? What is a step classification? Thanks G

Is it possible to get this setting in a business rule?Thanks,Scott

Hi,We are currently attempting to load data into the OneStream Workflow Profile using a CSV file. However, we are encountering the following error during the process:We checked many videos and the training courses but couldn't identify where the issues is, Could you please assist us in identifying and resolving the issue?Regards

I have the code below in an Extender BR.  It runs fine if I run it manually in the BR or manually through a DM job.  But when it runs in the Task Scheduler it fails, and I get the "Object reference not set to an instance of an object." error.  Any thoughts?  Dim wfUnitClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfileName, wfScenarioName, wfTimeName) Dim ImportInfo As New LoadTransformProcessInfo Try ImportInfo = BRApi.Import.Process.ExecuteParseAndTransform(si, wfUnitClusterPk, "", Nothing, TransformLoadMethodTypes.Replace, SourceDataOriginTypes.FromDirectConnection, False) Catch ex As Exception log.AppendLine("Import Done - Status: " & ImportInfo.Status & " - RowCount: " & FormatNumber(ImportInfo.RowCount, 0,,,-1)) log.AppendLine(ImportInfo.ErrorMessage) log.AppendLine("------------------------------") log.AppendLine(ex.GetBaseException.Message.ToString.Trim) End Try  

Hi All,I am trying to create simple Extender rule to export only the AverateRate FX rates.  I saw this post: What is the most efficient method for exporting FX rates to a CSV file in OneStream? | OneStream Community  But this does them all.  Short of exporting to this file and creating another file from that one.  Does anyone know how I can filter the export to just get the Average Rates?I see the variable xmlOptions.ExtractAllItems = True.  But if I set it to False, I don't see what options I have to filter to specific metadata. I'm open to exploring other options as well.Thanks,Scott 

Hi,I am trying to load data from BiBlend to cube using a import validate load steps on my workflow and using also a connector, but i truggle a bit onthe connector Businessrule, i would like to know how the BR can connect to my biblend table.I have already done a br connector cube to cube, but never a biblend to cube.if you have any example of the script that i can add to my BR in order to connect the BiBlend Data table it would help a lot.Thanks, 

Hi all,I have connector rule set up to an external source table that is working fine to pull data into stage, but I would like to automate the execution of the workflow as well so that the data in the cube is refreshed nightly.  I found the below api but it looks to me like it's meant to load a flat file into stage via an extensibility rule, not from an external table. I'm not sure how to connect it to the connector/import step I want to automate. Any thoughts? Dim WFTime As String = TimeDimHelper.GetNameFromId(api.WorkflowUnitPk.TimeKey)Dim results As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, "Actual", WFTime, True, True, True, True, False, False, False)

Hi,Is there a way that I can see all the intersection errors for all lines rather than selecting one line at a time and seeing just that one constraint error?I've checked in Application Reports and can't find anything that helps.ThanksGuy

Hi allit seems that OS 8.4 notification settings by default only send emails to 50 users. Could this setting this changed / amended and if so in which part of the application?Thank you Nou

I'm fairly new to OneStream. I've a requirement where if ICP is P213 and irrespective of any source entity then target entity will be "Chicago" and if Source entity is "E123" then target entity will be "New York". The problem which I'm facing is that I do have "E123" in source file where it only takes the mapping of "E123"->"New York". It doesn't even see if the ICP is P213.

Hi I have created a workflow and need to assign entities however they are not showing up on the list. The only one which is showing up is NoneWhat could be the reason for this?  Regards

Hi, all, Could you please advise why we need to add each base time dimension member on Transformation Rules table when source and target base time member are the same?   

I am implementing a BR that pulls a file from FTP. The file is encrypted so I need to decrypt it using a third party library. In order to decrypt it, I need to pass in a physical path to the PGP key provided. I uploaded the key to the Public folder share for now but cannot seem to find a way to get the actual physical file. Does anyone know if uploading a file to the share folder results in an actual file being created on the server or is it just stored as a BLOB in the database?  

Good DayI would like to know if it is possible to extract a table out of a DEV onestream app and then upload that table in a UAT onestream app? If not, are there any tools on marketplace which can assist in doing so?RegardsRehaan

We have been running several tests on DM jobs to upload batch files through the Harvest. We have a lot of subfolders created that we don't need anymore. Is there any way to delete? Thanks!

hi experts. i'm trying to use a button on dashboard that calls a DM sequence. in my sequence, i'm calling copy task. Basically, i'm trying to copy data using DM step where i want to pass scenario as parameter. here is the configuration. How to pass parameter to copy task from sequence?    button configuration: Sequence - parameter definition  copy step:  

Hi, I am trying to explore the FDXExecuteStageTargetTimePivot if I can use it to show stage data. Does anyone have the business rule and shareThank you

I am trying to automate a yearly load of data from a business rule.  I want the rule to loop through a set of periods and run a specific workflow for that period.  The workflow uses a connector rule in which I get the scenario and period of the workflow being run.  THe issue I am facing is that I can get the WorkflowPK for the workflow/scenario/time that I want to run.  But when I call BRApi.Import.Process.ExecuteParseAndTransform with that key, a workflow starts, but if I happen to be on that workflow in the session I am running it picks up the POV from where I am at.  So if I want my business rule to run 3 periods (Jan - Mar).  If I am on Dec, then it runs December every time.  Below us how I get the WFPK and call the Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfileInfo.Name, wfScenarioName, wfTimeName) '--------------------------------- ' Parse and Transform: '--------------------

Hi, My colleagues and I are interested in reviewing pre-transformed data side-by-side with the records from post-transformation data, as we're looking to move our transformation process further upstream and we wanted to validate the accuracy of our new transformation process against OneStream's transformations. I've reviewed the examples in GolfStream in the transformation event handler and I understand how to review the stage data, but I'm unsure how to find the matching transactions after they get transformed. Has anyone done anything similar before and would be able to share insights into how I can review the data at the validate and match them to the records in stage? Thanks! Alex

Hi,is there an easy way to setup a workflow step to run a data management sequence?I have an existing data mng sequence and I'd like users to run it from a workflow profile.Thank you