Workflow and Data Integration

Hi everyone,We are uploading portions of our budgets in Excel templates across multiple years.  The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up.  Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule?I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible.Thanks, James

Hi all,I'm experiencing an issue with a budget scenario that previously allowed annual data entry. In the prior budget year (2026), I could enter amounts at the year level and OneStream would automatically spread the values across months or quarters as configured.After rolling the budget forward to the next year, this functionality no longer works. I am now forced to enter data at the monthly level. If T#|WFTime| is used, the cells turn green, and no input is allowed.I've compared the Scenario dimension settings between the working and non-working scenarios, and they appear identical:Tracking Frequency: Range WF Time: 2027 Start Time: 2027M1 End Time: 2030M12 Input Frequency: Monthly (default), then Quarterly in subsequent yearsInitially, I thought the issue was related to the Input Frequency being set to Monthly. However, the prior budget scenario that worked correctly had the same setup, yet still allowed yearly input with automatic spreading by month or quarter.Has anyone encountere

I am getting the error “Object reference not set to an instance of an object.” with the code below in a connector business rule.  I feel like I’ve used this code a ton but never had this issue before.  Anyone have any thoughts on what I might be doing wrong this time?WorkflowUnitPk wfPk = api.WorkflowUnitPk;string wfTime = TimeDimHelper.GetNameFromId(wfPk.TimeKey);TimeMemberSubComponents objTimeCmpnts = BRApi.Finance.Time.GetSubComponentsFromName(si, wfTime);int wfFiscalYr = objTimeCmpnts.Year;int wfFiscalPer = objTimeCmpnts.Month;Thanks,Scott 

The OneStream precision limit is set to DECIMAL(28, 9) for numbers getting loaded to database, This is a total of 28 characters with 9 of them decimal places. We have larger numbers that need to be loaded to the database. The factoring approach suggested by the OneStream support team does not work for us.As per the below comments by the support team in Case CSRC0147989, can an enhancement be made to allow larger numbers to be stored in database?“While SQL Server can support up to 38 digits, implementing this would require changes to the product thus making it an enhancement request. The only fix is to update all the numeric columns in the DB to accept a larger precision.We recommend that you log an enhancement request in IdeaStream so product engineering can consider it.”

Hi Team,I am facing an issue with Certify. if you notice in the first screen shot Fixed Asset function(workflow) is already certified. but when i input data at any other input form. after saving the form, then will click on Complete form. when we clicked on Complete Form system was Uncertified the Fixed Asset workflow Example:- Costing function (Workflow) for Non_Baan_Costing input form i have entered data and then clicked on Complete Form. Fixed asset got uncertified. Can you please check and advise on this issue   

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!

Hi Community, Does anyone have guidance on the parameterization of date based on the workflow that is selected. It seems that below works for only upto Sep. Wondering if there is any other parameter I can leverage off to get two digit period code. Thanks,Thomas

Hi everyone,I’m observing an inconsistent behavior during a standard OneStream Import (Bulk Load) and would like to check if anyone has faced something similar. We just updated to 9.3 Using standard Import (no custom Business Rules) Workflow is annual Loading multiple months (e.g., 2026M8 and 2026M9) in a single execution All dimensions are identical except Time and UD8 If I load the data below, only the -430K value is not loaded into the cube for some reason,-150k and 1mil are fine. However, if I run the same load a second time, the value is loaded correctly. 4 valid rows but only 3 loaded to the cube.If I remove the other two rows and do this, the data is loaded correctly on the first attempt. 2 valid rows and all loaded to the cube.If i do this, delete the S36 for M9, M8 shows correclty as well, at the moment i include M9 with S36 if fail again. In this design, weekly granularity is implemented using a User Defined dimension (UD8), meaning that the same week member (e.g., S36) can v

What I think might be a useful setup option would be to have the ability to right-click any existing Workflow Profile and have OneStream build a Workflow Template from that Workflow.Often we’ll build out one Workflow and test it the way we want it to work, which is more difficult to do with the current Template process.  Being able to “go the other way” and create a Workflow Profile that we like and turn it into a Template would save a lot of time.

Hi all, I am working on the Extensibility Rule to automate the Import/Validate/Load/etc. steps of a workflow, so that when the rule is called from a data management step it executes all workflow steps for a given workflow.The first step of the workflow is a Workspace containing a dashboard, and the second is an Import step (we are using a direct connection).The rule works generally fine, but the Import step randomly throws the following error:"Cannot execute step because the prior workflow step is not completed...Source code: line 0, method ParseAndTransform"This happens maybe less than 10% of the times, but it is annoying because I cannot understand the reason for it, since the Workspace step which precedes the Import step should always be completed since it is completed by the Extensibility rule itself.These is an extract from the rule of how I complete and immediately after process the Import:Dim CompleteWorkspaceWFInfo As WorkflowInfo = BRApi.Workflow.Status.SetWorkflowStatus(si, w

Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected

Hello everyone, We currently have a data import from Oracle that retrieves data from the active workflow entity.We would like to be able to schedule an import via the OneStream calendar for all of our companies; however, the data retrieved from Oracle always corresponds to that of the active workflow entity. Example: Import workflows selected in the calendar: E10, E11, E12…Import workflow names: E10_Import_Oracle / E11_Import_Oracle / E12_Import_OracleWorkflow displayed to the user: E10 During the import, the stages of these three workflows all contain data from E10, which causes the transformation rules for E11 and E12 to fail, but not for E10. How can I retrieve the name of each workflow being used for the import so that the script can send the entity code to Oracle via the API?During the E10_Import_Oracle load: API script = requests data from entity E10During the E11_Import_Oracle load: API script = requests data from entity E11…Thank you for your help

If I build a cubeview that contains the desired POV and functions on its own, using FdxExecuteCubeView seems to work great. However, there is no documentation available on actually using the FDX functions and I can find no functional examples of how to pass the various filters/members from the FdxExecuteCubeView function to the cubeview it's actually calling.For example, I can enter T#2022M10 as part of the POV for the cube view and then FdxExecuteCubeView will create the table. However, if I pass the timeMemFilter a value of T#2022M10, I get no data. It seems obvious that I need to put something in the cube view POV to tell it to use this value but there's no indication of what that might be.Am I missing something obvious here? Is there some missing documentation or fundamental functionality that I'm unfamiliar with?

Hi everyone,I’m trying to look for .so file setup for SAP Connector (RFC Connection). In the document, only the DLL setup is specified and nothing regarding SAP sitting on Linux. Is there any documentations that I might have missed? I couldn’t find anything related to Linux.Thanks,Thomas 

Is it possible to get the current WF POV in an extender business rule?  Would anyone have an example of doing this? Thanks,Scott

I have a workflow step that loads to BiBlend.  Workflow Name set to Blend.I am trying to use a DM Job to call a Extender Business Rule to execute the load, so I can schedule a DM Sequence.I call the Business Rule from a DM Job and pass in osPeriod = 2026M8 and wfName=Labor_Actual.HC_Load_BIBlend.Scenario is currently hardcoded into the rule and is set to “Actual”I think I have narrowed my issue to a missing scenario key.  I am using this command in the rule   BRApi.ErrorLog.LogMessage(si, "Cluster ScenarioKey=" & wfClusterPk.ScenarioKey.ToString) and it is writing a 0 to the log.  The time and wfprofile keys are writing to log.  Here is a section of my rule.  The three parameters are listed in the text above, I did not want to lengthen this post unnecessarily.----------------------------------Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfName, scenarioName, osPeriod)BRApi.ErrorLog.LogMessage(si, "Cluster ProfileKey=" & wfCluste

Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.

Hi all,If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost.I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data.The issue seems to occur only when moving from one Input Form workflow step to another.Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?

Hi everyone, We have a requirement from our business users to make it mandatory to attach supporting documentation to certain tasks before they can be marked as "Prepared" in Task Manager. We reached out to OneStream Support, and they confirmed this isn't supported out-of-the-box. They did advise that we could accomplish this by leveraging Business Rules or Event Handlers. Has anyone in the community encountered this request and successfully solved it? If so, we would love to hear your approach. Specifically: Which Event Handler type did you find works best for intercepting a Task Manager status change? Do you have any code snippets for checking if a file attachment exists on a specific task? Are there any performance impacts or pitfalls to watch out for when implementing this? Thanks in advance for any insights or examples!

I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile.The error occurs whenever I attempt to delete the workflow profile.I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0.I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table.How can i delete the log associated with this workflow profile so i can be able to delete it  ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !! 

I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit.QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank.  If there is a credit value in the credit column, the debit column is blank.  This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load).I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped).  I'm using a Parser Business Rule to return the net amount (debit column 2 minus cr

Is there an interface from Dynamics 365 into OneStream?  I have seen some comments mention direct connection with D365 using oData API.  We have several business units across the world that will need to push month end data from D365.  Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?

There was a similar request related to POV, deployed in Release 7.2, where when people search for Dimensions in POV, they can push 'Enter' and it returns search values. This does not work under Cube views and Guided reporting. It would save time if it was available in there as well. Generally using 'Enter' on the keyboard should work for all type of searches across the system.

Hi Team,My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank you  

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,