Workflow and Data Integration

When we attach a file to a Reconciliation, where is the file stored and how is it stored?  It it stored in the application database as a BLOB or on the application server in the file system?  Is it encrypted?

  Hello, I have created a "Data Copy" "Data Management Step" which copies base level entity data from one scenario to another. I am copying import, forms, and journals.  When I run the step I am receiving the following error: "Error processing Data Management Step 'DM Step Name'. Error processing Data Management Step 'DM Step Name'. Journal 'Journal Name' contains line items for entity 'Entity Name' which is not currently being processed." I reviewed the source journal entry and ensured that it was posted and that the entity calculation status was "OK". This error is only occuring in one period as well works fine when I copy other periods. When I review the journals in both periods they are identifcal other than the amounts.  Has anyone else come across this before?  Thank you!

Hi Community,I was looking in SIC guide and over the community but I dont see find a simple question.- If we can have two SIC (Gateway Server) install into the same server that each will be point to different environment (e.g. one for Dev and one for Production different environment).Not sure if anyone has done that type of configuration or it might not be possible because of port conflicting?Thank you

Hi  I need to add two base member accounts in the member filter of a cube view. Would this be the correct syntax: A#Account1, A#Account2. Or do you need to add a plus sign between them? Regards  

As the subject line says I am trying to extract a Maintenance unit using a business rule.  We are on 8.1.0.  Below is the code I am using.  I have tried to use MetadataExtract.ExtractXML and XmlExtractContoller.ExtractXML, but I don't get what I am looking for.  It ends up dumping everything into the XML file. The name of the Maintenance Unit in this case is Integrations.  Can anyone see what I am doing wrong, or is there another Method I should be using?   ' Extract options Dim xmlOptions As New XmlExtractOptions ' extract all items xmlOptions.ExtractAllItems = False ' extract specified items Dim extractDict As New Dictionary(Of XmlExtractItemPk, Boolean) ' Groups are required to be added if extracting Cube Views extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.DashboardMaintUnit,"Integrations"), True) 'extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.BusinessRule,"XS_ExportAppTypes"), True) Dim xm As XmlExtractItemPk = New XmlExtract

Hi all  have you ever seen this error message? I am logged as administrator but when I try to import the journal from excel I receive this error message. "Security Access Error. Unable to create journal. Company X 2021M12_Investment Template Top_ACTUAL_TEST." Thanks for help, Marcello

Good Day  I would like to know what could I possible check to ensure that a green cell turns to white so users can input data. I have checked the Accounts dimension on the row as well as the override dimension and the allowed input has been set to true. Further to that I have checked the UD dimensions on that cell and those are set to true as well. I have checked on the cube view and the modify data is set to true as well. Is there some other place I could see to resolve the issue?   Regards Rehaan

Does anyone have example code they'd be willing to share here that allows the Intersection Error report to be attached and sent via email when errors are encountered during *automated* load processing?Our users are being notified that an error has been encountered, but they have to log into OS to look up what the error was (new unmapped account, etc.). It would be nice to provide the error detail as an attachment or in the body of the email.Also just curious how others in the community are notifying users that Load Errors have been encountered during automation, and providing the error detail to them?Any input is appreciated.Thanks!

Hi all,  We created a test account to load some test data into but we now would like to remove the account. How would I go about clearing the data from the account in order to delete the account? The data was inputted into the account using an XFSET function.   Thanks!

This seems like it should be a no brainer, but I've spent a couple hours trying to figure it out and googling for a solution and I have nothing. I am trying to export data to a file, but my BR is written in C#.  I can do it with no issues in VB:  'Prepare the Extract File path Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Data management extract location Dim folderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName) & "\" & DateTime.UtcNow.ToString("yyyyMMdd") & "\Extracts" 'if the diirectory does not exist create. If Not Directory.Exists(folderPath) Then Directory.CreateDirectory(folderPath) ' full path and file name for extract Dim filePath As String = folderPath & "\AppTypes.xml" 'if file already exists If File.Exists(filePath) Then File.Delete(filePath) File.WriteAllText(filePath, outer.accountRecs.ToString); I tried to conver

Hello, I created a new Scenario and assigned it as ScenarioType 3. I went into Application Properties and made sure ScenarioType2 general and dimensions were set up for it. I then went into the Workflow Profile and created a new Form under one of the workflow and it is not showing up. Did I miss something when I setup the new scenario? Thanks, Will

Hi everyone, Is there any possibility to display a message box when there is an Fail task during import a file? I am launching automatically an Import Validate Load of a file when the user import mannualy a file from a specific workflow task, and I would need to display a feedback when one of these tasks is Fail (wrong intersection for instance) ? Many thanks for the help, Aurélien

Hello, I was wondering if we can have forms only populate for certain months. I tried using the Form Frequency filter as Member Filter and tried a few different things to no prevail. I only need the form to show up in the WF for months 1-10 and I tried T#WFYear.Prior10 and a couple others. Thanks, Will 

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