Workflow and Data Integration

What is the Time Zone in Task Scheduler 'Start Date/Time'?  

Hi all I was wondering if it is possible to override the default 'clear and load' settings on a data load step from 'Level 2: Workflow Data Unit' to 'Level 1: Cube Data Unit' Just to give a bit of context: We perform a data copy from a Budget scenario (using Data Management Sequence) to a Forecast scenario to provide a starting data position for divisions to use when they capture their forecast data.Once the data copy is complete, the process for divisions to update their forecasts is to extract an Excel Fixed File Template on which they will make their changes and additions over the copied Budget data, and then to import that file via their Workflow to the cube. However, when wanting to remove an account for instance, the only way to do so it to load zeros to that account. This is because the load clears by account and not entity. Is it possible to change the load so that it deletes all accounts? Thanks, Mark

Hi, I have a requirement to import a Cell Details CSV file into OS. My questions are as below: 1. Can we import a CSV file from Documents/Public/xyz folder to OneStream Cube? I tried it but it didn't worked. However, I was able to import the CSV from File Share folder. 2. To achieve above, I was trying to copy the CSV file from Documents/Public/xyz folder to File Share folder but I am getting an error "Part of the path cannot be found" (SRC Path: Documents/Public/xyz folder).   Error:   Here is the code to copy a CSV file from Documents/Public/xyz folder to File Share folder: If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Move_File_from_Public_to_FS_Folder") Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp( _ si,True, configsettings.fileShareRootFolder,si.AppToken.AppName) Dim DestinationPath As String = "Cell_Detail

Hey, So I am testing the Workflow Name "Central Import" since I recall it from Designing an application course. But I have a hard time understanding how to change status on the profiles after data have been loaded for the entity. This is my current setup: My regular "Import, Validate, Load" where I can load unassigned entities. Below is my "Central Import" Workflow step in another location with the assigned entity. And you can see that it is indication that data has been loaded through the "central" load step. However status is gray and wont change even if i certify central load step or the parent level.  Or am I configuring this in the wrong way maybe? 🙂   Thx in advance

I am trying to load 3 data files via 3 import step within same WF. What I see is the last imported data replace the data in the cube for the same intersection. I want the data files to sum up instead of replacing with the last loaded file. What is the way to do this? I cannot use the same import step - as one of the import has a parser rule running which I dont want to run for the other load file. Please advise.

Hi All!  We're trying to import form data via excel template, but the load is not validating certain tokens such as WF assigned entities and template name.Is there a way of adding validations/static values to objects of type FormRangeContent, similar to the ones in PLP for registerTableRangeContents ?Thanks! 

I am hoping someone can point us in the right direction. We are being asked to map from the NetSuite Internal ID to the OneStream Member. What we had proposed was to map from the NetSuite External ID to the OneStream Member. I don't want to pre-empt responses by expanding on why we had suggested using the NetSuite External ID, but would really appreciate any insight from anyone who has done this or has the understanding to explain what good looks like / best practice. Many thanks in advance 

New to OS and I have requirement to automate fx rates in OS. Is it possible? We have FX repository in Oracle so, thinking to pull from there but not sure how can we load to central FX repository.    

When loading data into OneStream, our longest workflow takes ~40 minutes to load. We would like to try to kick off the 5 direct connect loads within this workflow to start simultaneously instead of sequentially. Have any of you organized your loads similarly and do you have tips or recommendations please?

We are currently producing and saving excel extracts of CV's into File Explorer using books/parcel service. We would like to connect PowerBI to OneStream to pick up these files from the OS managed server. Is this possible?

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!

Is there any way we can disable load to cube. Any EventHandler Operation type I can use? to throw and error. on a specific WF? My Ultimate aim is just to see the Intercompany Matching Report on the profile which is visible only if Process step exist. 

Hi everyone, I wanted to reach out to the community to see if others have a slicker way of dealing with head office overlays…. Here’s how we are currently doing things: Sites/business units complete their year-end workflows as normal, importing their TBs and adding the usual supplementary data (eg. balance sheet roll-forwards, ageing analysis, statutory disclosures etc, etc). The site-level workflows are then certified and locked to prevent any changes being made. Consolidated numbers are then reviewed at a group level to see how it’s all looking. Following this the group tax team reviews the numbers and then decides on tax overlays and adjustments that they want to make. We deal with this by having a separate workflow set up called “Tax_Overlays”. This workflow has NO assigned entities but it has the “Can load to unrelated entities” property set to True so that any entities can be adjusted in this one workflow. (As a slight tangent, not really related to this question, but for complet

Hi All, I need help to importing data to stage via excel template. There is some instruction given in Design Doc Loading Stage Data (mcoutput.com), but its confusing. Can someone confirm what I am doing is correct, please refer my excel template below:  

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

Hello, I'm creating a Custom table in OS true a business rule that retrieve data using Rest API. My source is an external Datalake from witch I want to load data to my cube. The probleme here, is when I compare data that I have in my Datalake with data that I have in my custome table I can't find the same number of Row 39200 (Datalake) vs 25000(Custom Table). Is there any default limitation in the number of rows that we can add to a custom table ? it is possible to increase it ? Thank you in advance, Yahya

How to directly extract data from S4 Hana and integrate it into OneStream

Hello, I obtained the following sample code from the SIC guide for SQL. Could someone please provide me with sample code for an Oracle database? I attempted to replace 'SQL' with 'Oracle' but encountered an error. Thanks, Chandra  

Hi, I am practicing building a BI Blend report on Golfstream Application. I was able to create a connection to the external database i.e SQL Studio, make the config changes in Onestream Database Configuration Utility and I can fetch that data in the dashboard using SQL connection string which is working fine. Then I created a new Workflow profile that uses the BI Blend functionality. It is throwing some errors as you can see below  Any help would be highly appreciated. Moreover, if someone has a working guide/tutorial to get started with BI Blend, that would be appreciated. P.S. - I already have the BI Blend reference guide but it is not working since there is no specifically designed tutorial to practice  BI Blend Reporting in that. 

Hi All - Attempting to add to the existing email_helper BR some logging information (Row counts) from the results of a Data Management Step that loops through a series of workflow profiles to load data to Onestream from an API.   I have located the information on the rowcount in the SQL table 'TaskFlowStepLog', but would prefer to use something that's available in the BRAPI if possible.  Any ideas?      

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  

We have been using the SAP connector for fetching the GL data and few other information like units and install base. The connectors were working fine until Oct 2023. We noticed duplicate and/or missing rows. The row counts would match. It would only have this issue when the data is in multiple packages. We had package size of 10000. As a workaround we increased the package size 100000. But one of the integration has >500000 rows. When we tried to increase the package size to match the rows, the integration would fail with internal memory size error. Looking into get data function, I would like to know if there is a way to add order. Below you will find the get data code. The where clause is - r3Table.AddCriteria("FISCYEAR = " & "'" & fiscalYear & "'"). Is there a way to add order by? #Region "GetData" 'Read source data from the R3 table Private Sub GetSourceDataSAP(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal r3Conn As R3Conn

Hello~, I am wondering if there are any solutions available for bulk deletion of DM Sequences and Steps. We have hundreds of Sequences and Steps that will not be used, and deleting them manually would require a significant amount of effort. Could you please assist us with this? Thank you in advance!

Hi, I have a data source, where the leading character of the alphanumeric values in the column are used to identify if the row value should be assigned to a particular dimension field in a UD. The complex expression here will display results in the error log indicating it has found the rows that I want to assign a different value for in the UD, but I don't know how to set that , so that the imported data assigns my UD requirement. Basically I want it so that if the args.value starts with "R" then assign it a value of "R" in the UD2 otherwise, leave it/set it as "None". Dim sValue As String = args.Value Dim myValue1 As String = "UD2 R-" & sValue Dim myValue2 As String = "Ignore" If Left(svalue,1)="R" Then BRApi.ErrorLog.LogMessage(si, myValue1) Else BRApi.ErrorLog.LogMessage(si, myValue2) End If   Any thoughts or am I approaching this the wrong way ? I cannot see that I would do this in a transformation rule as it is the source GL code that carries this information. Ch