Workflow and Data Integration

Hello,  I'm hoping someone can help me with a syntax issue where I have data in a spreadsheet that is organized with accounts on the rows and 12 periodic months in the columns. I want to be able to tell OneStream that there are multiple amount columns and columns represent different time periods. I can label the amount in the 1st column "Jan" and make T#:[2024M1] using XFD named range the data will load but I want to be able to load all twelve columns at once. Does anyone know how to do this? Does it require a business rule? Thanks,  Scott    

Hi Team, how can we get data source, transformation rule profile and other information of workflow profile. Trying to get it from workflow profile attributes using the index but not able to find index for data sources. Can you please help me with this?   Thanks, Manju K

I have a vendor that cannot customize a flat file to include any kind of variable data to determine the import period.  The best they can manage is give me two trial balance amount columns- current month and previous month- and I can pick which to use based on a custom parameter to tell me the close month.   So first, am I able to determine which amount to use (column 9 or 10) based on a variable vs the current date- when current month = 5 and month end = 4, use column 9, else column 10? Second how can I create a datakey for time using these parameters?  I can't find any documentation on it.   Appreciate the advice.  I know this isn't the best way but I've been painted into this corner against my will....

where can i find the files imported in the workflow steps, I can't find em in the File Explorer.Thanks

During the import step of a workflow profile, where does data gets stored before arriving to the staging area ? I am using an Event Handler to manipulate loaded data before it gets saved to the staging area. However, I am unable to retrieve it before it gets stored into 'SourceStageData' Table.Data appears in the database only after the operation named 'WriteTransformedData'.  Are loaded data rows stored in memory and processed, then gets saved to the table 'SourceStageData' after operation 'WriteTransformedData' ? How can I access the loaded data before it gets processed (parse and 1st transformation during 'Import' step) ? Intellisense is not working on the 'Transformer' Object, so I can't search for a property/object holding loaded data: [Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer)]

Although account member appears to be in Detailed dimension. The error says account member doesnt exist in dim        

G'day ONE members, There are blanks for some rows in certain Dimensions in our source data files.1. In DS w/o using a Logical Operator, pls share how to map those blanks to new values, and/or2. In TR, please share how to map those blanks to new values. Thank you.

I would like to set a transformation rule that particular account can be map to 2 accounts with condition +/- amount. Example, if positive go asset account, if negative go liability account. I had tried derivative rule is seem not working. After validate it become go to both accounts. Is there any missing caused the rule not work properly?        

Does anybody know in which table are Transformation rules mapping stored? Thanks

I am trying to export Data including dynamically calculated accounts using a DataBuffer (Not just base members but all intermediate levels).I can do this by looping over Accounts+U1+U2 combined with GetDataCell()... but it is unbearably long and inefficientI am wondering if we can use a data buffer this way ? If not what would the best method be ?  Dim MFEntity As String = "E#TopEntity.TreeDescendants.Where(Text1 Contains 'myValue')" Dim lstofEntities As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Entity_Dimension", MFEntity, True) Dim MFAccounts As String = "A#Root.Base.Where(AccountType = 'DynamicCalc')" Dim lstofAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Account_Dimension", MFAccounts, True) Dim lstofAccountsStr As String = String.Join(", ", lstofAccounts.Select(Function(x) "A#" & x.Member.Name).ToList()) For Each myEntity In lstofEntities Dim mfDataBuffer As String = "FilterMembers(E#" & myEn

Hi, I have a workflow with a certification as the last step. I can change the status of the questionnaire every month except December. I am an administrator user.  Dec:     Nov:         Do you know how to activate the option in December? Regards, Sara.  

Hi - Has anyone done WEBAPI through SIC ? I followed the document and I am not successful connecting to the endpoint. All I am trying to get the HTTP response. There are no issue from the firewall and thr port are open. We are able to successfully execute the endpoint from POSTMAN.   Any help would be appreciated.   Thanks    

Hi,Can OneStream consume Json data (retrieved with a API from 3rd party system) or must it be converted?Thanks

We have several workflows that for audit backup we have the users attach documents.  With employee turnover the next person didn't know they had to attach the document.  Is there something like an After Event rule you can do to check that something was attached or in a confirmation step?

Hello, I am receiving the error "Entry with the same key already exists" when trying to load a xml through a workflow. I have checked all of the dimensions, transformation rules, data sources, etc. and am not finding any duplication. Looking online I see recommendations on other platforms where the issue relates to a ListDictionary and Add within the code where it tries to add something that may already exist?  I am curious if anyone has ran across this issue and how you resolved it.   Summary: An entry with the same key already exists. ---------------------------------------- Description: An entry with the same key already exists. Error Time: 3/3/2023 10:03:03 PM Error Level: Error Tier: AppServer App Server XF Version: 6.8.1.13230 App Server OS Version: Microsoft Windows NT 10.0.14393.0 Total Memory: 68,719,005,696 (64.00 GB) Memory In Use: 1,979,629,568 (1.84 GB) Private Memory In Use: 2,175,569,920 (2.03 GB) Peak Memory In Use: 2,666,090,496 (2.48 GB) Maximum

Hi everyone! Quick question - I have a workflow profile which is used for the Actual scenario in order to post central overlay adjustments. This all works fine for our needs. However, when it comes to other scenarios like Budget, Forecast, etc, it's just not at all relevant and my hope is that I can simply switch off the whole workflow in certain scenarios. However I can't see a setting for this in workflow profiles. I can see I can easily make individual Forms and Import steps not appear according to scenario (in the "Profile Active" setting) but I can't see a way to switch off the entire workflow for any given scenario. PS - the idea is that someone doesn't have to click through a bunch of forms in the budget/forecast every time which will always have zero/nil entries in them. Let me know if you've got any ideas! Thanks,Richard

 We are loading data using SQL connector business rule and it works fine manually. Now looking for a way to load it automatically using a extender business rule and then calling from DM step. All documentation in design ref guide point to using the following code. This works when loading from a file ( with specific file format) and the file needs to be in harvest folder. I can also make it work by keeping a file which is blank in the harvest folder and still executing the workflow using the connector BR. But is there a better method which does not involve a file. Dim batchInfo As WorkflowBatchFileCollection = BRAPi.Utilities.ExecuteFileHarvestBatch(si, scenario, timeperiod, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) 

Hi, is there a way to present the "Cube Root Workflow Profile" description in the workflow selection window rather than the name. So in this Example below it would say Test rather than GolfStream? Thanks

Hey all, We are currently looking into BI Blend and use it for our Sensible Machine Learning solution that we are about to implement. The initial plan is to use two BI Blend instances one for  historical data which is very detailed data with a long historical range. And a second for a more short term forecast period. Our ambition long term is to be able to use our Forecast BiBlend table data in our Planning process and our regular  Cube and Scenario.  Do anyone have a recommended approach to migrate data from BIBlend into cubes? 

Hello, I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it.  Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it. Thanks, Will

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

Hello, I have a workflow step of type 'Workspace, Certify'. Through a workspace button, I am able to complete/revert the step. I am wondering If I can navigate to the 'Certify' window automatically upon completing workspace through a business rule, or we can only do so manually ?

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Hi; While trying to export TRX file from the transformation rule, the Visual Studio gets opened and it in turn gives an error message and I do not get an option to save it as a TRX file.  Would anyone be able to give any suggestions to help.    thanks Kumar