Workflow and Data Integration

I'm loading a Fixed Width data file to Stage for Transaction matching. This file has:HEADER record that has the transaction_date in it.multiple DETAIL records with transaction type and amounts (but no dates).TRAILER record (Ignore for this sample)Goal - Load the DATE from header record on every detail record.Sample FileHDR01122023DTL0088351000000572975A000000018DTL0088351000000123456A000000018TRL000000What I want to load into OneStreamRecord_1:Date: 01122023Tran Type:  100Amount: 572975Record_2:Date: 01122023Tran Type:  100Amount:  123456 

Hello - we would like to move specific Forms and Adj data from one application to another - data are extracted via Data Export in DM, does anyone have an example of the Extensibility Rule (BRApi.Finance.Data.SetDataCellsUsingUsingCsvFile) to load the extract data? Many thanks - Wei

Hi, I have a data management step/data management sequence that use member dialog parameters, which means users are prompted for the parameters selection when running them. I have attached the data management sequence to a Pre-process step of a workflow (via calculation definition, setting the filter value equal to the data management sequence name and using a DataQualityEventHandler rule). However, when running the Pre-process step the data management sequence runs using the default values for the parameters and users are not prompted for the parameters selection. How do I make so that users are prompted for the parameters selection when running the Pre-process step?

Is anyone else seeing errors when compiling BRs that Imports the WinSCP assembly after the upgrades were applied today?Seeing this when compiling:1) Error at line 69: Reference required to assembly 'netstandard, Version=2.0.0.0, Culture=neutral, PublicKeyToken=cc7b13ffcd2ddd51' containing the type '[Object]'. Add one to your project. 

Workflow Profiles can only have dependencies through a Parent/Child hierarchy. Question Credit: Eric Osmanski Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I have Import/validate/Load workflow.After the validation step , I want to run a business rule that can do the following -1. Sum up the amount for all records with the same Product code in the transformed table.2. Check if SUM = 0 for individual product code.3. If step2 is validated for all product code , then proceed for LOAD step, else error out.PS- I know this can be achieved via a confirmation rule but i want to validate before loading to the cube.One idea that i thought is to execute a validation in the transformation rule but that validation limits to record by record whereas I am looking for validation post all transformation.Thanks! 

We created Extensibility BRs that leverage WIN SCP commands to send data from OneStream to an internal directory using an SFTP connection setup with OneStream.  The data files are being received with a .filepart extension.  We were able to get the .filepart feature disabled in our OneStream environment; however, the csv files are continuing to be received with the additional .filepart extension.  Any suggestions on how to eliminate .filepart extension when files are sent / received?

With SQL Connector as Data Source, can we automate to Import, Validate and Load multi period and multiyear data (Ex: Jan 2023 till Jan 2026) in such a way the Import, Validate and Load occurs one period after the other sequentially?Query execution times are much lesser when pulling one period at a time Vs pulling ALL 36 periods together, so I want to explore this option.   

I am trying uploading a .csv file but i am getting transformation errors. In the source file the 3 rows are blank. How should I set the criteria value text anywhere within a line that triggers the lines to be bypass  

Hello, Has anyone used the DataManagementEventHandler business rule before and identified the CalculationType of the DM (i.e. Force Calculate, Consolidate...)? And also the Data Unit and the POV of the DM? Colud anyone share an example? Thanks in advance,

Hello,I'am newly at OneStream and now I have a requirement from a client:- They want to import, automatically, files that will be data source of a Workflow Profile = import;1. Those files are on FTP (FTP connection), that means that I need to add on the current application server, a connector type = gateway, right?  Also, what I need to define on the connection string?2. Then I need to create a BR for the connector;3. Since the files are "delimited files", so on the Data Sources menu, I need to create a new Data source - delimited file and map the columns to the correspondent dimensions that exists in OneStream right? Also, on the connector setting option, I need to assign the delimited file to the BR connector that I created previously, right?   4. On the Workflow Profile, I will assign it to the new delimited file. Are these the correct steps?Thank you all.Ricardo  

Hello,Currently a brand new customer and I was wondering if there's a way to automate currency loads from a SQL table to load into OneStream? We were told there was a way, but our consultants are telling us its not possible?Can it be done through a Workflow using Data Manager? Thanks,Will

When trying to update another user's workflow view within OS, I'm seeing the following error. Replacing the current file with an updated xml works but I would like to avoid that if possible. Any ideas?    

Hi All,I have been trying to understand the process to setup On-Prem Oracle DB connection in OneStream Cloud to export data from cube. Is there a document that you guys can point to? The doc I found didn't help much as it seems it is for On-Prem OneStream version. Thanks in advance,Mikki

Please let me know what you have done to pass a dashboard parameter to a data unit filter e.g. Entity on a Data Management step.   For example, if we have a dashboard parameter |!Selected_Entity!| which stores the entity member selected on the dashboard, using it on the Entity Filter in Data Management (E#|!Selected_Entity!| only works if the dashboard parameter type is a Literal Value with a Default Value set. The default value can then be changed with a business rule with the SetLiteralParameterValue function (this is also the setup in GolfStream).   The problem with a literal value parameter type is: where user A selects the entity on the dashboard, but before user A kicks off the DM step from the dashboard via e.g. a button, if user B changes his/her entity selection, the default is changed for everyone, so user A will kick off the step for user B's entity.   Trying an XFBR rule to set the default value of a Literal Value Type - it seems

Hi all,In our use case, users are uploading data through files into OneStream. Is there a possibility to check if the file have 1000-seperators in the file and block the upload if this is the case? Reason is that within one workflow the 1000 seperators could differ between users and we want to avoid issues in this instance. Ideally we have a parser rule that checks the amount column.With kind regards,Tim Vierhout

Hi all, I need to assign a value in a field, dependeing on an other. I can do it in Delimited Files using  "api.Parser.DelimitedParsedValues()" but I don't know wich function can provide me the string of an other field.So, in conclusion: how can I do this in a Connector Complex expression? Thanks!  

Hello,I need to create an automation that uploads flat files with data, that are on a sharefolder, to OneStream.When uploaded into OneStream, those files should be removed from that sharefolder.Does anyone have any suggestion?Thank you!Ricardo

Happy Holidays/ Black Friday,Is there a way to lock downstream steps in a workflow, unless the first step in workflow is completed?As we all know, a workflow shows all the steps. For example, our first step is to load data. Our 2nd step will allow users to make manual entries. We don't want users to jump to 2nd step without passing / getting a green light on first step.It seems like a common request.Thanks in advance.

We have many small controllerships that have to back each other up so they have access to submit and approve/post a journal but we need to be able to prevent them form posting their own journal.  This is an audit requirement

In the monthly close process, we have a number of forms. All workflows have the same Form templates profile. Cubeviews refer to |WFtext1|. On wftext1 is Entity name (one entity per workflow).I have one form that is only applicable to a selection of entities.Is it possible (and how) to parameterise this, so the form will only be visible in a selection of workflows (I do not want to create  different Forms Template Profile for theses workflows)?

Hi I am getting some large numbers out of my confirmation rules and I am looking for ways to format the output so it is easier to read. Preferably commas between the thousands, millions, billions... etc but would also like to know what other formatting options are available as well.   Currently my output is the below and I am trying to make the 'math.Round(Acc1,2)' part easier to read.   Does anyone know of a resource that lists the different formatting options?  Or just how to add the comma seperators?   Thanks Simon

Is it possible to update the Data Filters for a particular dimension used in a DM extract within a Business Rule? I am creating a dashboard that will have a button to run a DM sequence. This DM sequence runs a data export, but I would like to be able to update the Accounts used in the filter of the extract before running the extract itself (via a BR).

Workflows can be set up to be locked automatically after the certification step has been completed.. Question Credit: Noemi Nagy Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello-We created a connection to an external database and I can see it just fine in our Dev application. under Data Source > External Database Connection in Dashboard Data Adapters. The issue we are having is, we are not able to write and execute a query against this External Database. Instead, we are only able to execute a stored procedure but the SQL Query field will not allow us to do something like:execute dbo.usp_GLReportHas anyone run into a similar issue? Any ideas are greatly appreciated.