Workflow and Data Integration

Hello, We've a requirement where based on certain condition, data source record needs to go to two or more targets. For example, we've expense amount in source data that needs to be go to different SG&A Category (like R&D, Marketing, etc) based on percentages. and these %s are different for different account. we've not used derivative or lookup transformation yet but it seems it can be achieved. i was going through the documentation but it is not very clear. Pls let me know if we're thinking in right direction or if you can help with some sample, would be really helpful    

how can I solve this problem?   

Hi all, I am importing an international TB from one of our affiliates, and there are local stat accounts included in their submission. I do not want these to be factored in the US GAAP TB file.  They start with 9998*, so I tried a rule to report them as "0" instead. However, I really don't want rows of 0's. Is this something anyone has encountered before, and if so, could you assist me?  Thank you!

I'm building an integration that uses an OAuth 2.0 endpoint to return an access token for a 3rd-Party REST API service. I'm unlikely to be able to get a client-credentials grant for machine-to-machine RSET interactions (which would be ideal, so I have to proceed this way). It's Xero (don't ask....) The authentication endpoint uses a user/password followed by 2FA challenge in order to allow the API scope to be set, and an access token (and refresh token) to be returned to a redirect URL. I can do this easily in PostMan because PostMan - whilst not having a valid redirect URL - can intercept the request and extract the information in the URL/response Headers sufficiently for them to be used in subsequent API Requests. I'd rather not do this in PostMan going forward, and I'd like to handle the login/challenge in a Web Component in a Dashboard. I can get as far as opening the login Web Page, completing the 2FA challenge and then authorising the scope of source Entities, BUT when I hit OK t

Hello, I am looking to connect with any OneStream customers who are using OneStream as the source for their final trial balances. Currently we book a few top-sided entries in OneStream and then push them down to their appropriate ledgers the following month. This results in our trial balances coming from our ERPs to always be in balance. We are considering having our Shared Services Team take over some entries from our Controllers that would be top-sided in OneStream and we are considering not pushing them down to the ledgers. We are essentially looking at OneStream as being the source for our final trial balances. We currently use the Account Reconciliations Solution, so we would still reconcile the trial balance and all the tops-sided entries. Is anyone currently doing this? I've seen this done in HFM, curious if any OneStream customers are. Thanks! Regards, Ronnie Karpinski

Hello,  I am using an excel Form Matrix template to load some data into OneStream. I am trying to add Annotations into this view but I am facing a issue.  Using the AN# in the matrix layout will automatically populate all the periods with the same comment. I would like to specify in the template for the annotation to go only to T#|WFYear|M12 for example.  Can anyone help me with this? Thank you

Hello everyone, While checking a DataRecord table in OneStream Application database, the following three columns exists:  UD34, UD56 and UD78. Does anybody know what is the utility of these columns? Is there any method to calculate the value that is added for each of these columns? Thank you in advance for your help. Regards,  

If one is not a coder and one is not a SQL expert; is there any possible way to export the entire staged data set from the Import stage to a text or csv file? I need to be able to extract the resulting table after the source data goes through the Data Source process and sits at the import stage, but as we know, the export command does not extract more than the first page of data and it would be unfeasible to manually export each of say 95 pages. Surely there must be some easy way to do this?  Would be grateful for any advice, tips, examples, Thanks

Hello all - Looking to capture the actual # of rows inserted into the StageSourceData, NOT just the # of rows that the api.Parser.ProcessDataTable(si, dt, True, api.ProcessInfo) command tries to insert. For example, there are cases where rows are filtered out (not inserted) due to Zero Suppression, non numeric characters, etc...that are reported in the processing log, but don't actually make it into the StageSourceData table.  Looking for the # of rows that actually make into StageSourceData.  Obviously, this can be querying by doing a count on that table with the proper wfk and wtk, but wondering if there is an API call that will tell me the same information that's in the processing log.  In the case below, I would want the lines valid, not the lines read (which is already available in the API) ----------- Line Counts -----------Lines Read ........................ 42625 Lines Valid ....................... 42000

Hi All,   How can we map one source column (from our old EPM system) to two different dimensions in onestream (Flow and UD2) In this column we have for example acdclosing whichs need to be mapped to the flow dimension but acdCD needs to me mapped to the UD2.   Thanks in advance for the help!

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and include the payment terms, which is the term in which the customer will pay. For the cash forecast, we want to leverage this to calculate when the cash is coming in related to the revenue. What we want to do, is to create a derivative rule to create an additional payment entry in the upload, with a different time period based on the payment term. However, I am not able to change the time period in a derivative rule. Is this something that is not possible or is there a way to do this? The PAYMEMT record is generated, but the time is not adjusted. This is the syntax for the final derivative rule I am using: T#[*]=2024M12:A#[EXT_PRICE]=PAYMENT So the record is created, but the time is not adjusted unfortunately. With kind regards, Tim  

Hi team! We are trying to connect Result Table obtained from the Method query (WorkflowAndEntityStatus) in Data Adapter with another table, preferably SQL table. We expect that it is possible to be done via Dashboard Data Set business rules however we are not sure if the join is possible. Has anybody tried to join this two dataset types?  Thanks!  

Has anyone else experienced flat file data loads "unloading" and reverting back to the Validation step, seemingly on their own?  It has happened in all of our applications, and I can't find any correlation or consistent reason why this is happening. I'll open the workflow and it looks like this: And I have to reload it again:  

Workflow form has different scenarios Actual, forecast. I have created the step for Force Consolidate and Scenario Type filter is set to (ALL). when i complete the form only Actual Scenario will consolidate but not forecast scenario.  i tried to add another step to consolidate forecast scenario but it didn't work.  May i know how to set up for all scenarios to be consolidate at once.

Hi, Encountering the following error when attempting to drill back to the source system. Does anyone have any insights? Exception Type: XFExceptionThread Id: 330Message: Smart Integration Connector remote query failed.ORA-00936: missing expression

Had a quick question, is there a way to set up email notifications to Supervisor's for journal entry approvals, when a work flow is ready to certify or when RCM is ready to certify.   I have read some other posts but I have not seen this process exactly or if it can be done.  If it cant be done will it be coming with a future release?    Thanks!

Hi Everyone, I've written a business rule that peforms a certain task when the process button is clicked in the workflow via the "No Calculate" function within the calculation definitions of the workflow profile (see reference (1) in the screenshot). Broadly speaking it works ok, however I intended for it to only be triggered when clicking process on the "top" node of the workflow (see reference (2) in the screenshot). In actual fact it's running when process button is clicked in any of child workflow step (eg. "Asset Movement" in the example here, see reference (3) in the screenshot). So my question is: can I have a business rule that is triggered by the No Calculate function but only in certain steps within the workflow? Or will it trigger wherever process is clicked? I had thought it would be possible because calculation definitions can be defined in each workflow step which is why I was surprised with the above. (By the way calculation definitions are blank in the "Asset Movement"

We have some bunch of Step in our Sequence that we are calling it from Workflow Process step and this whole process is taking more than 2 hour around 2.5 hour . The process status is getting failed if it's running more than 2 hour but the Sequences is still running , as our process step showing failed we can't certify the Workflow . can you please help if there is way to fix this .

In OneStream how to eliminate intercompany process (POV, configuration)

  How ownership data can be uploaded or copied from one period to another in the OneStream App.

Hi, I know I can choose on which server to run a data management sequence but setting it in its Application Servers property, or leave the property blank to let OneStream determine on which server to run it. However, when launching a  data management sequence from a business rule, using the BRApi.Utilities.StartDataMgmtSequence() command for example, the Application Servers property seems to be ignored. Is this the expected behaviour? Is there any other way to force a data mgmt sequence to run on a specific server when called from a business rule? Thank you

Hi everyone,   has anyone received the error below before:     The Workflow profile is in place and properties are correct but still receiving this error. Any idea how to fix this?

I am running a "clear Import Data" from the WF.But its clearing the data of the same entity from other WFs that I loaded .Is this behaviour normal. I just wanted to clear data from the cube that I loaded for the WF where I am triggering the "CLear All Import data". Please advise

How do i specify in a  data management task to extract the data to the cube\scenario/workflow step folder and not the user's folder under file share.    

I got this validation error in plp's Export to cube, and I know it's because I don't have that entity associated to the workflow, but I would like to know if there is a way to solve it without having to remove that entity from the other workflow in which it is.