Workflow and Data Integration

I have the routine below that exports data from a datatable to a file.  I am writing to "Documents\Users\" & si.UserName.   The file gets created correctly; I am now trying to pick up that file with a business rule.  I am not familiar with all of the XF file functions.  I need to ftp that file to a remote server.  How do I go about getting the full path the Document\Users folder from another Business Rule. Public Function DataTableToFile(ByVal si As SessionInfo, ByVal dt As DataTable, ByVal strFilePath As String, ByVal listColToSkip As List(Of String), ByVal Optional strSeparator As String = ",") As XFFileEx Dim strDt As String = Me.PrintDataTable(si, dt, strSeparator, 0, False, listColToSkip, """") Dim bytes() As Byte = System.Text.Encoding.UTF8.GetBytes(strDt) Dim fileinfo As New XFFileInfo(fileSystemLocation.ApplicationDatabase, strFilePath) Dim xfFile As New XFFile(fileinfo, String.Empty, bytes) BRApi.FileSystem.InsertOrUpdateFile(si, xffil

Our customer has been importing ANSI-encoded files to OS, which contains spanish characters, as 'ñ' and accents, for years. These characters were recognized properly until OS 6.8. But after migrating to 8.2.2, they are no long: 'España' is shown in the workflow as 'Espa�a'. This is a big issue for the customer, as they use the workflow stage tables for OS reports and export that data to a Data Warehouse. We have tested encoding a file as UTF-8 and worked, but changing the encoding the files is not a good solution for the customer as they load files from many different sources. This looks related to the migration: Is there any way to load ANSI-encoded files without this problem?

Hi , I added a row from a different table to the Drill back table, but it's also showing up on page 2. Does anyone have any idea why? Thanks,    

I have some BIBlend tables I have created during testing of a Workflow. that I want to delete/Truncate Resetting the Scenario doesn't do it. Do I need to do it programatically or via a Data Management job? When I try this it tells me that the SQL is not safe (I have tried with TRUNCATE TABLE and DELETE) Thanks Steve

Anyone aware if the Smart Connector solution supports a way to access a SMB fileshare on the clients network? Use case is that client uses a file-share for flat-file exchange

Hi Everyone. I have some entities that have text at the end, for example “_Test”, and what I want to do is that in the data management I can remove the text at the end to use the original entities.Example: 12001_12000_Test to 12001_12000 I want to remove that in the section that is in the image, so I wanted to know if it is possible or if there is a solution so that the api.Data.calculate and api.Data.SetDataCell use that entity without the “_Test”.  

Hi all,I have a data management step which is of "execute business rule" type, and make use of parameters so that when I run it, it prompts me to select the parameters. The parameters are "member dialog" parameters.Now, since I want users to be able to run the step without giving them access to the Application tab, I am creating a dashboard that has a button in it to run the data management step.I have built some combo boxes that use "member list" parameters, created a data mng sequence that contains the data mng step, and a standard button which runs the data mng sequence. How do I pass the combo boxes selection to the data mng sequence?Thank you

We have created a book that when run outputs an Excel file that is 67 tabs.  It can take 20+ minutes to run on our desktop Clients and many times will time out if we are at home vs. in the office.  Anybody ever created something that would allow this book to run on the server and save the output to the Application Folder.  That would allow it to run using the Server resources and only impact our laptops when downloading the file, which should be manageable. 

we have 2 import steps on our workflow, the main Budget Import and the Fixed Cost Reallocation import. The main TB is loaded via the budget import and the fixed costs for this TB are loaded to 1 default department. Later, the entities will reallocate the fixed costs to the correct department via the Fixed Cost reallocation import, the reallocations use the same accounts but a different UD6 to distinguish between the 2 imports. But the original fixed costs amounts loaded via the main Budget import are being overwritten. Any suggestions to prevent the original fixed cost amounts be overwritten? we are using separate workflow channels, and we have tried flipping between using True and False on load overlapping sibblings but nothing is working. thanks    

I'm trying to write a BR to export metadata to csv so that I can export them via a schedule. 1) Is there an easier way to repeatedly export dimensions to csv? 2) How do I look up the property name for a Member  PropertyId or a Relationship PropertyId? I am querying the members and member_properties table and I'd like to get the property name? Thank you, Scott

How would I bypass import records where the time is not equal to the WF Time POV?

Hi, Can someone share sample code for sending an email notification once a workflow is processed? The email should include the following information: Workflow name Import status Validation status Cube status  

I have a BR that runs a load process using ExecuteParseAndTransform.  When the data source is empty for that profile it throws the "No valid DataKeys" error and stops the job.  I don't even get the opportunity to check the status code of the import.  Is there a way to catch that error when using the ExecuteParseAndTransform method?  Thanks, Scott

Hi, Data quality is unfortunately not there in all fields. I would like to be able to remap an existing code to the defined EntityDefault member when the code is not included in the constraints. Without having to define each exception on by one - (this I can do). For instance, an entity must have only American customers (my constraint), unfortunately, in the source file I have records with customers from other part of the world. When this is the case, I just want to get them replaced by the EntityDefault member (that I know is part of my constraint). Any clever idea before jumping into writing a BR? PS. I hate writing code in tools that are meant to be no or low code.

The goal is to get underlying dashboard data, I'm developing business rule using VB to call respective data adapter. The issue is, the data adapter has 1 parameter, not sure if it's possible to pass parameter value to it in BR. Below is my BR code and sample sql scripts for the data adapter, Dim isSystemLevel As Boolean = False Dim workspaceID As Guid = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, isSystemLevel, "Default") Dim adapterName As String = "da01_entity_hierarchy_filtered" Dim rsTableName As String = "OutputTable" Dim dctVars As New Dictionary(Of String, String) Using ds As DataSet = brapi.Dashboards.Process.GetAdoDataSetForAdapter(si, isSystemLevel, workspaceID, adapterName, rsTableName, dctVars) If ds.Tables.Count > 0 Then 'If there are >0 tables in the results Using dt As DataTable = ds.Tables(0).Copy() op_table = dt.Copy() ' Clone the DataTable End Using End If End Using     SELECT C.NAME FROM Member C WHERE C.Name = '|!Sel

I know there is the cell detail upload excel template, however we are trying to load multiple periods just like a matrix load but will be loading cell detail? We basically want to load the classification etc that the cell detail option has on our forms. Thanks!

Hi all,  I have developed a process to rollover a form from one period to the next. Specifically prepayments, where the monthly movement is explained for 4 GL accounts using 20ish flows. The user enters a value in the value cell and the commentary cell.  I have created a button to run a CustomCalc DM job to copy the values entered from the prior month form and past it to the current month form. I managed to get it working for both the Values and Annotations, so that it shows the rolled forward amount on the new month form. However, when I step through Input Form > Process > Confirm, it then wipes the value at the Process stage. The rolled forward annotation does remain. I notice that when I roll forward, the value is stored as "Calculation" and in blue font. When I type a value in manually, it is in black font and it remains when processed. The main thing that I am finding weird though, is that I developed this in v7.2 and it worked. However, we have upgraded to v8.2 an

I need to create a composite mapping : For UD2, If Account is in range of 6099* and 6999* and UD2 is  [123 or 124], then UD2 is 100. In UD2 composite, If I put rule expression in composite like:   A#6099*~6999*     Target 100,  it works. But, I put expression in composite like:   A#6099*~6999* : UD2#123;124   Target 100. It does not work. It is ok, if I can even make  A#6099*~6999* : UD2#123 work. I can split above in 2 lines for list. But, I need condition for range and another dimension member. Any suggestions?  

Hi, I have a scenario member which workflow properties are setup as follow: However, this means we will have to Reset the scenario next year to change WF Time to 2025 and t change the WF start and end times. Is there a way of using the Range in the workflow scenario settings and not having to Reset the scenario every year? We would be ok with users overwriting the overlapping periods (when working in 2025 they would overwrite the period from 2024M11 to 2025M4 which where previously within the Range of the 2024 WF Time), we are just trying to avoid having the extra step of resetting the scenario every year. Thank you

Hi, we have just added some local configuration values to local Gateway like in the following example: I am trying to retrieve those values. My understanding is that a Smart Integration Function must be created and that can than be called from a dashboard extender rule for example. However, the example provided in the OneStream documentation for the SIC function confuses me:  shouldn't the RunOperation function return the Result? Anyway, even setting the function type to String and returning the Result string, I am still having some issue in the getting the value over to a dashboard business rule. I am following another OneStream example in this case. First of all the "ObjectResult" does not exist as a member of "RemoteRequestResultDto" I have therefore tried to use a different member like "objectResultValue". I can compile the rule this one, but I get the following error when trying to run the business rule: "Object reference not set to an instance of an object."   Anyon

Hi, I am trying to use Smart Integration Connector for connecting to an SFTP server. We have followed the instructions on setting up the Local Gateway servers and the SIC have been created (see picture below). I have written a SIC function to retrieve the configuration values which are stored on the Local Gateway: I am then trying to invoke the SIC function in a dashboard extender rule as follow: 'Setup the objects to read Gateway Details from BRAPIs Dim objGatewayDetails As GatewayDetails = BRApi.Utilities.GetGatewayConnectionInfo(si, "ebs_prod_sftp_test") Dim objRemoteRequestResultDto As RemoteRequestResultDto = BRApi.Utilities.ExecRemoteGatewayBusinessRule(si, "RemoteGatewayValueFetcher", Nothing, objGatewayDetails.RemoteGatewayHost, String.Empty, String.Empty, False, 600) If (objRemoteRequestResultDto.RemoteResultStatus = RemoteMessageResultType.Success) Then If (Not objRemoteRequestResultDto.ResultSet Is Nothing And objRemoteRequestResultDto.ResultType = RemoteResultType.

Hi, is there a way to set a parameter via task scheduler and pass it to the data management sequence and also its' steps? I've been able to pass a parameter to the sequence but I need it to reach the DM-step. (pictures to prove example)

Hello folks, Is there an explanation why SetDataCellsUsingMemberScript() writes to the cube only the last value from a list? If the list is formed by 10 records only the last one is written. It seems it keeps writing to the same intersection by continuously overwriting instead of adding.

Hi, I'm trying to execute DM Step using Rest API using below URL and Body Text but I'm getting an error with error code 400 and with the message unsupported API version. Can you please let me know what could ne the issue? Thanks for your help! URL: https://servername/onestreamapi/api/DataManagement/ExecuteStep?api-version=8.2.2 Body Text:; {"BaseWebServerUrl": [https://servername/onestreamweb],"ApplicationName":[Consol],"DataManagementGroupName": [DataCopy],"StepName": [Test_Copy],"CustomSubstVarsAsCommaSeparatedPairs": [""l} Error Message: Request Status: 400 Bad RequestResult: Non-200 response code received: 400 URI 'https://servername/onestreamapi/api/DataManagement/ExecuteStep' does not support the API version '8.2.2'.","code":"UnsupportedApiVersion","traceId":"00-a6552d7760a854272b00c71c0b9fc82f-b8030eb56b2b0a75-00"}  

Hi there,We are trying to test data provider endpoints using Postman but they always fail with Error: connect ETIMEDOUT xx.xxx.xxx.xxx:50001.I have read the documentation, manage to call Authentication API with Personal Access Token but no luck with other endpoints. OneStream support has enabled calls in IIS and has no clue what's wrong.For example:POST "https://{OurBaseWebServer}:50001/onestreamapi/api/DataProvider/ GetAdoDataSetForSqlCommand?api-version=5.2.0"Request Body: { "BaseWebServerUrl": "{OurBaseServerURL}/OneStreamWeb", "ApplicationName": "OneStream Test", "SqlQuery ": "SELECT * FROM Dim", "DbLocation": "Application", "ResultDataTableName": "ResultDataTableName", "XFExternalConnectionName": "", "CustomSubstVarsAsCommaSeparatedPairs": "" } Any idea?