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Beeswing77
Newcomer
July 1, 2024

Extracting Journals in a loadable format?

  • July 1, 2024
  • 3 replies
  • 0 views

Hi,

We're on 7.4.  Is there a way to extract a posted journal from one application so that I can easily load it to another application.  This would be super useful for investigating issues. 

At present, we can easily find imported data files, and load these into our test app. But I can't see any way to extract journals in the same way.  The only options seem to be extracting a .csv file,  which has the information but is not formatted in a way that can be loaded again.

3 replies

A
OneStream Employee
aformentiOneStream Employee
OneStream Employee
July 1, 2024

Hi Beeswing77 ,

There is a new One Place solution that would allow you to move data between apps easily. Including journals data:

 https://solutionexchange.onestream.com/Dashboard/home/browse/browse

 

    B
    Beeswing77Author
    Newcomer
    July 1, 2024

    Oh, that sounds great.  The link just takes me to the Solution Exchange home page though.  Do you know what the Solution is called please, so I can search for it?

    F
    OneStream Employee
    FredLucasOneStream Employee
    OneStream Employee
    July 1, 2024

    It's called "Cube Data Manager (CDM)".

    You might want to have a look at this post in case you have the same question while setting it up:

    https://community.onestreamsoftware.com/t5/Workflow-and-Data-Integration/Setting-up-Cube-Data-Manager-Solution-Add-New-Environment/m-p/35219#M3090

     

      F
      OneStream Employee
      FredLucasOneStream Employee
      OneStream Employee
      July 1, 2024

      If you are interested in extracting and re up-loading the journals keeping the ability to drill to the journal files etc. you could also look into using the following functions:

      'Export Journals:
Dim sValue As String = BRApi.Journals.Data.ExportJournalsToCsv(si, serverFilePath, wfProfileName, wfScenarioName, wfTimeMemberFilter, journalStatus)

'Import Journals:
objList = BRApi.Journals.Data.ImportAndProcessJournals(si, journalFilePath, save, submit, approve, post, unpostAndOverwrite, throwOnError)

       

        S
        S0N1C43V3R
        Newcomer
        February 25, 2025

        Hi Team,
        I wanted to know what should we put instead of serverFilePath because i have issues with it and can we directly extract it in our pc ?

        thank you in advance.

        B
        Beeswing77Author
        Newcomer
        February 25, 2025

        As of OneStream version 8.1 you can actually now just extract journals in the workspace using the UI.  These are in XLSX format, and so can be easily loaded to other applications, scenarios, etc.  I'd go with this approach if I were you.

        C
        OneStream Employee
        cbriscoeOneStream Employee
        OneStream Employee
        October 18, 2024

        Hi Team, 

        Please take a look at the current Design and Reference Guide for details on this topic. OS R8.4 has additional functionalities that are very helpful.

        Extracting/Loading Journal Details via BRApi
        Users can export journal details into a CSV or XSLX file and load journals from a CSV or XSLX file
        by configuring an Extensibility Business Rule (Snippet available). This allows journal details to be extracted from one
        application and loaded into another. Users can also extract the journal, make changes, and reload.
        Extract Journals to CSV.
        Use BRApi.Journals.Data.ExportJournalstoCSV and define the session, filepath, Workflow
        Profile, Scenario, Time Filter, and Journal Status.
        BRApi.Journals.Data.ExportJournalsToCsv(si, filePath, "Houston", "Actual", "T#|WFYear|.Base",
        "Posted")

        Option 3.

        Export journals from within the journals page. This is useful when you are more comfortable using
        a spreadsheet tool to edit journal data. You can export data from one area in OneStream and
        import it into another area or application.
        1. Click Export to open the Select Journals to Export dialog. Workflow profile and scenario
        are locked.
        2. Type a Time Filter using the T# syntax. For example, T#2023M1, or for multiple time
        periods, T#2023M1,T#2023M2.
        3. Type a Journal Status. Select a single journal status or select All to include all statuses.

        4. Type a Journal Name. This optional step will find all journals that contain the text you type.
        5. Click OK to generate an XLSX file with journals that match the selected criteria.
        6. In the File Explorer dialog, browse to where you want to save the XLSX file. Data from all
        journals that match the selection criteria is saved.

        Always refer to the design and Reference Guide for details. 

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