Workflow and Data Integration

Hello,  I am using an excel Form Matrix template to load some data into OneStream. I am trying to add Annotations into this view but I am facing a issue.  Using the AN# in the matrix layout will automatically populate all the periods with the same comment. I would like to specify in the template for the annotation to go only to T#|WFYear|M12 for example.  Can anyone help me with this? Thank you

Hello everyone, While checking a DataRecord table in OneStream Application database, the following three columns exists:  UD34, UD56 and UD78. Does anybody know what is the utility of these columns? Is there any method to calculate the value that is added for each of these columns? Thank you in advance for your help. Regards,  

If one is not a coder and one is not a SQL expert; is there any possible way to export the entire staged data set from the Import stage to a text or csv file? I need to be able to extract the resulting table after the source data goes through the Data Source process and sits at the import stage, but as we know, the export command does not extract more than the first page of data and it would be unfeasible to manually export each of say 95 pages. Surely there must be some easy way to do this?  Would be grateful for any advice, tips, examples, Thanks

Hello all - Looking to capture the actual # of rows inserted into the StageSourceData, NOT just the # of rows that the api.Parser.ProcessDataTable(si, dt, True, api.ProcessInfo) command tries to insert. For example, there are cases where rows are filtered out (not inserted) due to Zero Suppression, non numeric characters, etc...that are reported in the processing log, but don't actually make it into the StageSourceData table.  Looking for the # of rows that actually make into StageSourceData.  Obviously, this can be querying by doing a count on that table with the proper wfk and wtk, but wondering if there is an API call that will tell me the same information that's in the processing log.  In the case below, I would want the lines valid, not the lines read (which is already available in the API) ----------- Line Counts -----------Lines Read ........................ 42625 Lines Valid ....................... 42000

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and include the payment terms, which is the term in which the customer will pay. For the cash forecast, we want to leverage this to calculate when the cash is coming in related to the revenue. What we want to do, is to create a derivative rule to create an additional payment entry in the upload, with a different time period based on the payment term. However, I am not able to change the time period in a derivative rule. Is this something that is not possible or is there a way to do this? The PAYMEMT record is generated, but the time is not adjusted. This is the syntax for the final derivative rule I am using: T#[*]=2024M12:A#[EXT_PRICE]=PAYMENT So the record is created, but the time is not adjusted unfortunately. With kind regards, Tim  

Hi team! We are trying to connect Result Table obtained from the Method query (WorkflowAndEntityStatus) in Data Adapter with another table, preferably SQL table. We expect that it is possible to be done via Dashboard Data Set business rules however we are not sure if the join is possible. Has anybody tried to join this two dataset types?  Thanks!  

Has anyone else experienced flat file data loads "unloading" and reverting back to the Validation step, seemingly on their own?  It has happened in all of our applications, and I can't find any correlation or consistent reason why this is happening. I'll open the workflow and it looks like this: And I have to reload it again:  

Had a quick question, is there a way to set up email notifications to Supervisor's for journal entry approvals, when a work flow is ready to certify or when RCM is ready to certify.   I have read some other posts but I have not seen this process exactly or if it can be done.  If it cant be done will it be coming with a future release?    Thanks!

Hi everyone,   has anyone received the error below before:     The Workflow profile is in place and properties are correct but still receiving this error. Any idea how to fix this?

I am running a "clear Import Data" from the WF.But its clearing the data of the same entity from other WFs that I loaded .Is this behaviour normal. I just wanted to clear data from the cube that I loaded for the WF where I am triggering the "CLear All Import data". Please advise

I got this validation error in plp's Export to cube, and I know it's because I don't have that entity associated to the workflow, but I would like to know if there is a way to solve it without having to remove that entity from the other workflow in which it is.  

Hello, How can I seamlessly integrate SAP with Onestream in such a way that I can pull specific data for specific intersection? For example, let's say I want to only pull data from SAP that has entity as ABC and account as 123. How can I do that? It should be completely user driven and minimal intervention from administrator. Thanks

Hi Everyone, These tables house information about the Environment tables, and also the Application Tables.  It would be ideal to have not only know information on the fileds in these 2 tables mainly are the fields in GB or Tera Byte, but also the best place for information about the tables that come with OneStream. Thanks in advance of your help

Hello, OneStream Community We currently have OneStream set up to load data files automatically over the filesahre API, notifying users via email when something goes wrong or succeeds. In addition, I would want to compute the validation errors from OneStream and email them to the users about the invalid intersections. Could someone please tell me how to go about doing that? Regards

https://community.onestreamsoftware.com/t5/OneStream-Tech-Talks-Continue/New-Episode-of-Tech-Talks-Available-Now/td-p/33894 G'day, In this Tech Talks for Data Movement, Nick Bolinger suggested to use DMES as a better way than a DM Copy Job to copy data between S#s. We Imorted Actuals for '21-'23 via a Yearly Matrix and S# to then use a DM Copy Job to copy the Base data to a new Monthly S#Act: '21-'23 + '24.Pls share your DMES expertise to help us better copy Base data from historical Yearly S#Act's T# ('21-'23) to those T# of a live Monthly S#Act ('21-'23 + '24). TY.

Does anyone have information on how to restrict (No access) on scenario  Member, The app has the entity security setup. i tried with Data cell access Security "on the cube data access" not able to figure out. if any one gone through this scenario please help. Thanks PK  

Hi All, We have a client who is concerned about users being able to delete and reload journal entry attachments. From what I can see there is no audit record of this, the items show up in the ‘Attachment’ table when posted but once deleted there is no record of this being deleted. From what I can tell there isn’t a separate audit table associated with this. Does anyone know if there is way to prevent users from being able to delete an attachment or a way to provide an audit of items that were changed? I also was trying to find where attachments for Journals get stored to see if changing security on a folder was possible (maybe the only record is the table itself and this isn’t an option). Another idea was an event handler but it doesn’t seem like deleting an attachment is considered an event. Any thoughts or suggestions would be appreciated!

What are the different options available to integrate SAP RISE (SAP Cloud) to OneStream? Is there any adapter available? have anyone implemented this integration?

Hi all,Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list.With kind regards,Tim

Hello OneStream Community, We are currently in the process of establishing integration between AWS RedShift and OneStream. Our objective is to obtain data from SQL tables available in RedShift and load it into OneStream cubes. While exploring the best approach for this integration, it seems that pulling data from external data sources such as RedShift into OneStream is the most efficient method. Could anyone with experience in this area kindly share their insights and any best practices they might have? Specifically, I am interested in learning about state-of-the-art approaches for directly connecting to external cloud databases. Additionally, I would like to understand whether this integration requires the usage of S3 buckets and generated files or is it possible to work on direct connection. Your expertise and tips would be greatly appreciated. Thank you in advance for your assistance. Best Regards, Dawid

Has anyone used GetDirectLoadIntersectionErrors()?  I am making a huge assumption that the purpose of that function is to get the list of Intersection Validation Errors during a Direct Connect load?  I have a solution from one of the other posts to query the application database, but I see this function is available. So, I wanted to see if I could get it to work. I have tried: Dim intersectionErrors As DataTable intersectionErrors = BRApi.Import.Data.GetDirectLoadIntersectionErrors(si, wfClusterPk) I use the same wfClusterPk to run the import, validate transformations and validate intersections API calls.   When I try to use this code, I get: "Object reference not set to an instance of an object." Has anyone used this?  I am in Version 8.1.0 if that matters. Thank you, Scott      

Hello Everyone, Has anyone done an extract for BAPI "BAPI_AP_ACC_OPENITEMS" using RFC connection from SAP. I have below code, any suggestions here. What will be the Imports if we have to extract 7-10 columns in the extract ? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As ObjectDim r3Conn As R3ConnectionTry'Create and open the R3 Connectionr3Conn = Me.GetConnection(si, globals, api)r3Conn.Open() Dim r3Func As RFCFunction = r3Conn.CreateFunction("BAPI_AP_ACC_GETOPENITEMS") r3Func.Exports("CompanyCode").ParamValue = "1000" r3Func.Execute()Return r3Func.Imports("").ToTable() ' End SelectCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))FinallyIf Not r3Conn Is Nothing Then r3Conn.CloseEnd TryEnd Function  

(this is in a clone/test app) I need to perform forecast for 2025.  Our global POV (time) is set to 2024M3.  In the adaptor used to pull in my volumes it uses the GetAdoDataSetForAdaptor to pull in the data, but even with my WF POV set to 2025, it still pulls 2024M4-2024M12.  I'm guessing (obviously?) it uses the global year & not the WF POV to pull the data requested.  Is there a way to override this, or some other way to load my volumes in an out year

Hello, Does anyone maybe know if it is possible to create an endpoint in OneStream that will consume data pushed out to OneStream from SAP? In this case, SAP or another external solution would be the initiator of the connection. OneStream can consume the data it receives.

Hi All,I'm uploading a KPI file in our Workflow. However I keep getting this error? What could I be doing wrong?Summary: File does not contain any valid XF range tokens, Token xfd.