Workflow and Data Integration

We are setting up TXM/RCM and would like to have the workflows in a separate Cube View Workflow Profile.  We have added a suffix to the appropriate scenario types on the cube setup and created the default Cube View Workflow Profile for this new cube suffix.  However, the customer already has some workflows that are being used in the original cube.  Is there any way to move these to the new profile?  We know we can get it to work if starting clean, just not sure if it's possible to do anything with what they already have set up.

Hello! I encountered an issue where the results retrieved from a quick view setting varied significantly at different times. I want to understand why this occurred and how to prevent it from happening in the future. Can you help?  

Dear community, It's an open question, hopefully you can forward this topic to other consultant and active people working on OneStream. The question is : how do you think is the best way to work on restatements ? Use Case : the customer load and input data, then validate them all and lock them, finally they report data for 2022. In 2023, they need to modify some of their input because they have more accurate data, which they will ultimately report on as 2022 (restated) in their 2023 reportings. Waiting for your anticipated feedback and thoughts on Workflow definition for this use case, eventually consideration for dimensions build. Regards,

I have several data feeds from OneStream to different application/db.I am currently trying to pass a parameter from OS which says which application and environment does the data feeds belong to?What is the db table and column name where the applicatiotion  name and  the application environment is stored in?

Hi Everyone. how could I do the following getdacell through the data management, that is to say to obtain those specific departments, because when I leave it in all_departments in the data management it does not go through, then I would like to know what I can do to do things like this in the rest of the POV elements. Dim dataCell1 As DataCell = api.Data.GetDataCell("Cb#HLFPLN:E#41401_41402:C#INR:S#[Forecast 2023M2]:T#2023:V#Periodic:A#611900:F#None:O#Top:I#None:U1#D1309:U2#ALL_PRODUCTS:U3#COUNTRY_RPT:U4#ALL_PROJECTS:U5#None:U6#None:U7#None:U8#None")  

Hi, When we load two siblings where the Load Overlapping Siblings is set to True. How does the system know what Accounts to clear from Day 1 loads to Day 2 loads. For example, Day 1: Sibling 1 Loads Act A for $10... Sibling 2 Loads Act A & B for $10 Dav 2: Sibling 1 .. No Change.... Sibling 2 Loads Act A only (Replace) for $10 ... How does it know to clear Act B Nothing has been setup regarding Channels for Accounts? Thanks  

Hi,  right now we have a bunch of Forecast scenarios that have a time span of two years, example:  Jan 24 to Dec 25 Is it possible to lock some inputs in one specific year? The forecast process has a period where some entities are adjusting some keys and they only should be able to do it in the second year (2025), not the first one (2024).  Any idea? 

We have a requirement to have daily backups for our applications for a period of 15 days.  OneStream cloud offers point in time backups up to 7 days and only weekly backups past that period.  I know how to back up artifacts/metadata in OneStream but not sure how to back up data.  Does anyone have any ideas on the best way to create a data back up?

Can anyone tell me why our standard journals are reversing every month?  I thought that you had to select 'auto reversing' type for reversing and standard would therefore not reverse?

Trying to write transformation rules for a delimited TB file and Onestream does not recognize the "dot"/bullet point character. Makes it impossible to do a transformation profile load/extract to load mapping data, as when I load the transformation profile via load/extract the bullet points come through fine. But when the actual TB file is loaded to the workflow, the bullet points are not recognized. Thoughts?    

Does anyone know if the local SIC gateway supports JDBC data sources (SIC Version number if appropriate) and if not is there are workaround for this ?

I have composite rules for my accounts involving 3 dimensions, but when validating the load, if there are missing intersections it would not show me the combination of the 3 dimensions but only one.  is there a way to see the intersection missing involving the 3 dimension?   for example for the following first line  when i double click it to see the source intersection i find out there are many  so my question is if there is a practical way to see all the missing mappings at once?

Is there a way to extract data from a cubeview with the OneStream REST API?  I've tried using the "DataProvider/GetAdoDataSetForCubeViewCommand?api-version=5.2.0" endpoint from the doc via Python - howeverwhen I try to print the result from the response, it doesn't contain data, only metadata ( i.e 'Title', 'HeaderLeftLabel1' etc as seen in the screenshot below)     Im trying to see the numerical values within the cells. Can this be done ?

Hi there, I'm looking an example using the "Specific data filters". So far, I can filter the data using the "combinations of data filters" in the previous step as expected, but I need to be more specific on the data combinations to export. Does anyone have used it? For instance exporting: A#(subsetA1):F#(subsetF1) A#(subsetA2):F#(subsetF2) and do not exporting: A#(subsetA1):F#(subsetF2) A#(subsetA2):F#(subsetF1) Thank you Best regards, Carlos 

How do I set up a task in the task scheduler to run as Administrator and not as me? Thanks, Scott  

I am new with OneStream. I need to have the Onestream to connect with our SAP ERP system. The instruction told me to download the following dll and install in Local gateway server. I only find ERPConnectStandard20.dll in solution market not the other dlls. Please help. ERPConnectStandard20.dllNOTE:See Solution Exchange to download. lsapnwrfc.dllicuuc57.dlllicudt57.dllicuin57.dll I also want to make sure these dlls are placed in local gateway server not Onestream app server. Please advise  

Hi to the OneStream Comunity.  Im having some issues since the IT outage that happened a weeks ago.  In this case I  have been using the a ODBC connector to pull from  Netsuite a  failry simple query to pull the Trail balalnce for all accounts. This since July 19th going foward is failing giving me this error: Summary: Unable to execute Business Rule 'SQL_NetSuite_TB'. Smart Integration Connector remote query failed. One or more errors occurred. (A task was canceled.)One or more errors occurred. (A task was canceled.)A task was canceled. Im assuming is a time out issues in the Netsuite side. Still working with them to figure out. To those that have a netsuite connection via ODBC and SIC, are you having trouble from the last two weeks? Out of quriosity, how many rows are you importing? How long is taking the load step? Thanks in advance for your reply.        

This syntax only inserts one line and the line does not have 'entity currency' or 'group currency' description in the [currency] column. Please advise on what the issue could be:INSERT INTO XFC_005_RCP_FinResults ( [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC], CURRENCY )SELECT [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC],CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END AS CURRENCYFROM (SELECT *, ROW_NUMBER() OVER (PARTITION BY [PROJ_ID] ORDER BY [SCENARIO], [TIME], [ACCOUNT], [CURRENCY]) AS RowNumFROM XFC_005_RCP_FinResultsWHERE CURRENCY = 'Project currency') AS tWHERE RowNum <= 2AND NOT EXISTS (SELECT 1FROM XFC_005_RCP_FinResultsWHERE [PROJ_ID] = t.[PROJ_ID]AND CURRENCY = CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END);

Hello,I'm looking for a function to put in a extensibility rule that will be handled via a data management sequence to execute an automatic import in a workflow that uses a connector datasource:   This function : Dim batchInfo As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, fixedScenario, systemTime, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) executes the harvest file, in my case i want it to execute the connector businessruleDoes anyone know how to do this? your help is much appreciated.thank you   

Hi , Is it possible to use REST API in SIC? If so, could you please provide some examples?  

Hello, We have a DM that receives one set of parameter inputs and runs the business rule for a target entity. We would like to convert this DM to run on multiple sets of inputs for multiple sets of target entities. What is the best setup?  In the example below, users usually select one set of "SourceScenario=|!dl_LAPScenarios!|, SourceEntity=|!dl_LAPEntities!|, SourceUD3=|!dl_SourceLAPParcelForFcstCopy!|, Inflation=|!dl_LAPInflation!|" and select one "E#|!ml_InactiveNoStatus_WF_Entities!|", then launch the job through the dashboard button. We have a situation where they have to run multiple sets like this several times during the month, so we would like to set up an automation so that they can select multiple source to pair with multiple targets, and launch one button to trigger the job for all pairs of source and target.  Thank you, LeAnn  

Hi all,  I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward.  I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts.  Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't s

Hi - I am trying to call the DM job using RESTAPI call from Powershell using Basic Authentication . It is an On-Premise Environment and Version is 6.6. I know I can use the task scheduler but I requirement is to use the API. I have a PS Script but it failing and also failing in Postman with 404. The below is the script $User = ""$Token = ""$base64AuthInfo = [Convert]::ToBase64String([Text.Encoding]::ASCII.GetBytes("$($User):$($Token)"))$Header = @{Authorization = "Basic $base64AuthInfo"ACCEPT="application/json"}$ContentType = "application/json"$Url = "http://Host:Port/api/DataManagement/ExecuteStep"$Body = @{SequenceName="Sample"BaseWebServerUrl="http://Host:Port/OneStream"ApplicationName="Sample"}$json = $body | Convertto-JSONInvoke-RestMethod -Method 'Post' -Uri $url -Headers $Header -Body $json Any help would be appreciated. ThanksKrishna  

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?