Workflow and Data Integration

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

Hello,I am currently working on the Business Rule WorkflowEventHandler to update a custom table when certain tasks are manually completed in a workflow. The scripts shown in the screenshot are located in the section where Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus, with the following condition: If NOT args.IsBeforeEvent Then.I want to trigger the function after the current workflow is fully completed. However, despite testing various syntax alternatives, the function consistently executes before the workflow is fully completed.For example, when I initiate the last step of the current workflow, the function is always triggered at line 141. For context, this issue occurs when the workflows consist of multiple tasks. The final task varies depending on the workflow—it may end with Import, Confirm, or another task.Below are the syntaxes I tested but without success.Could you please help me resolve this issue?Thanks 

Wondering how we can zero-out the translated FX noise in a local (Euro) base entity that has the accumulated FX noise showing up in USD after the entity has all of its local currency balances zeroed out.   We have some adjustment USD sibling entities to this Euro entity in question but entering an offset in that entity does not remove the translated USD amount.  If we set the properties to Is Consolidated = False, would this completely remove that entity from consolidated history (if we were ever to go back and reconsolidate the system)? Has anybody encountered this and what did they do? Thanks. Mike B

Rolling Quarterly Forecasts- to Import 12-month flat files- Several times daily during a cycle- 12-month Matrix Data Source 1. Forecast Q1 '25 flat file- Columns Q1-Q4 '25 = amounts 2. Forecast Q2 '25 flat filea. Columns Q1 '25 = blanksb. Columns Q2-Q4 '25 = amountsc. Q1 '25 to be refilled with actuals- using a DM Job after the initial Import 3. Forecast Q2 '25 flat file - Columns Q1 '25 = blanksa. Direct Import/Load- Wiped out refilled actuals in Q1 '25 = blanksb. Standard Import (Import, Validate, Load)- Kept refilled actuals in Q1 '25 4. Blank Columns - Q1 '25, etc = Prior Periodsa. Why do Direct and Standard process blank columns differently?b. How to make Direct process blank columns like Standard?- Keep actuals in Q1 '25/prior periods in OS Data Cubes TY.

Hi,Is it possible to map two account dimensions to two different columns in the fields in DatasourceThanks,Chandu

We have noticed that BI Blend drop tons of lines during the import and does not log any error. We took few not loaded entries and try to load to table again but getting below error.  Just few lines of data. Tried to play around with Agg properties but could not find any solution. Summary: BI-Blend base data does NOT match any Aggregation Base Members.

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: '--------------------

Hello, everyone, Could you please advise where (in what folder) all attachments to journals are stored in OneStream?   

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

Getting this error while loading data from BI Blend table to the stage data in the workflow. We have five workflow and trying to union to load the data to the stage & eventually to the cube. However when we load from one table it fail & give column mapping error but clear data and reload next one then it goes through.    

Hi - we're trying to PULL files from an SFTP server. These will be used for our OneStream load. Are there any sample BRs that we can reference to facilitate the file transfer from the SFTP server to OneStream? Are there libraries readily available in OS for this?   So far, we have completed the following. 1. Whitelisting of OS IP from SFTP Server 2. Received SFTP server and credentials needed   Thanks!

I have created a macro that auto-generates excel files for upload to a workflow for adjustments, however I get the following error when the file is selected for import: This is resolved if I open and close the excel (not even necessarily saving when closing). Has anyone encountered this error before? and aware of a solution that would streamline this need to open and close files.

Does anyone else have issues with locking and unlocking FX rates on the Application tab in the UI?  I can clearly see some periods with rates locked that I want to unluck, but the system will not let me unlock them.  I've tried logging out, ending session, etc.; only then do I occasionally get it to work.  

Hi all, we are using FDX routines to extract high volume data from our cubes for external consumptions and we noticed an odd behaviour when using the FdxExecuteCubeView method with parallel processing and a NameValueBuilder parameter: we wanted to share this with the community to understand if it is an undocumented bug or else.FdxExecuteCubeView advantages:extracting any type of cube data (base/aggregated, input/calculation/dynamic)leveraging parallel processing for the given combinations of entity/scenario/time (e.g. using the FDXEntity/Scenario/Time substitution variables in the CV)Among the FdxExecuteCubeView input parameters, it is possible to define a NameValueBuilder object to evaluate at run-time other eventual substitution variables in the cube view.⚠️Unexpected behaviourIt seems that, when using both parallel processing (e.g. the FDXEntity/Scenario/Time filters trigger multiple CV rendering, with parallelQueryCount option > 1) and a NameValueBuilder object (even empty), the

Has anyone set up direct Connect to OneStream from CMS hosted on AS400 ? It will be interesting to know the challenges you faced 

Hello OneStream Community, Currently working on setting up an automated process to handle BAI file uploads directly into each specific bank workflow in our OneStream application.  1. BAI Parser & Data Source Configuration - We've installed the BAI Parser dashboard to view and manage all imported BAI files. The BAI data source has been configured and initial tests with sample files have been successful. 2. File Transfer & Business Rules - Plan is to automate the transfer of finalized BAI files from our system via FTP to the OneStream file system. This requires a BR to connect with the FTP site and currently developing a BR to facilitate this connection. Once the files are in OS, they'll be imported into the appropriate bank workflow. 3. SFTP Wrapper and Workflow Integration - After the initial FTP transfer, a separate BR will be implemented to securely retrieve and upload the BAI file into the bank workflows. Question: For those who have set up similar BAI automat

Hi all, I thought this was easy but not sure what I am missing. I have a current data management job that is running off this parameter and works just fine.  Scenario=[Actual], Time=[|GlobalTime|]. I have tried [|GlobalPrior1|] with no luck I am trying to get the prior month so I have tried Scenario=[Actual], Time=[|GlobalTimePrior1|] but that is an invalid sub variable, is there another syntax to use on this? I know you can with t# in cube views but this is the DM job. Thanks in advance!

Hi,We successfully imported data from stage to cube. But while creating cube views, I am getting fewer records. Not all data is showing up in cube view. I checked the tables in the database; they have all the lines, but the cube view is importing only the first line. What can I do to get all the lines calculated in Cubeview?This account has 1343 records but cubeView fetches only 1st line.

Have a question regarding- " if two import workflow profiles are not siblings of the same input parent, but load to the same entity, scenario and time dimensions, the data loads and clears at the account level. " If the two import profiles are not sibling to the same input parent (like it is not sibling 1 and sibling 2) , how can we load to the same entity? Since, entity assignment is done at a parent input profile level, If 1 entity is assigned to parent 1 input profile, we cannot assign the same entity to parent profile 2  

Hi all,just finished to see the "Mining for Gold: SQL Parametrization", very informative episode. At the end, Chris Loran explained how to leverage on caching system offered by "globals", to avoid multiple executions of the same query against the DB. I do have a couple of questions about globals, to better understand how they work:Is globals object exclusively dedicated to caching data ? (AFAIK: Yes, it is)I haven't found a "duration" of the stored key: it's me or it doesn't exists ? I mean, once I put something in the globals, when it will be invalidated ? (AFAIK: No timed duration of the cached value)Deleting keys: looks like I can only delete ALL keys, not specific keys. Am I right ? (AFAIK: I am right)I already added answers to my questions, thanks in advance for those who will confirm (or not) them.FabioG

Hello, We are looking to export data from OneStream to Snowflake using APIs. We are using OneStream's cloud hosted environment, and the authentication method is just a Reference Token. We are looking for more secured way for sending the data from OneStream to Snowflake. Let us know if there are any suggestions or alternatives for this data integration with more secured way of authentication. Thanks, Tharun.

I am running into an issue with putting together intercompany reports. Basically, if an entity has an intercompany partner that is not a consolidating entity, no elimination would occur at the parent (as expected). However, this pair would still show up on my IC matching report. Has anyone dealt with this type of issue with the IC reporting and has any tips to put me in the right direction?

Hi Everyone. The issue is that I want to run the following Process, but upon execution, I receive the error shown below the code. I do not understand this error because a WFProfile is correctly sent in wfChildClusterPK, specifically 'PLP ARGENTINA.Export to Cube'. This Workflow does have an assigned entity, so I do not see what could be causing the error in this process. Dim pcProcessInfo As ProcessCubeProcessInfo = BRApi.DataQuality.Process.ExecuteProcessCube(si, wfChildClusterPk, StepClassificationTypes.ProcessCube, False) ' Summary: Business Rule error. DataQualityEventHandler. Unable to execute Business Rule 'DataQualityEventHandler'. Error processing Data Management Step 'CLEAR_PLP_WF'. Invalid parameter. Entity Filter, E#Root.WFProfileEntities. I am executing this process in another WFProfile because I want to create a complete workflow for everyone. However, the current process is the one causing this error.

Hi Everyone, I'm trying to use SQL with Onestream but don't know where to start , this is what l want to do in Onestream with SQL  create tables in Onestream, load data , modify data and keep them up-to-date. Demo will help me a lot.