Workflow and Data Integration

 We are loading data using SQL connector business rule and it works fine manually. Now looking for a way to load it automatically using a extender business rule and then calling from DM step. All documentation in design ref guide point to using the following code. This works when loading from a file ( with specific file format) and the file needs to be in harvest folder. I can also make it work by keeping a file which is blank in the harvest folder and still executing the workflow using the connector BR. But is there a better method which does not involve a file. Dim batchInfo As WorkflowBatchFileCollection = BRAPi.Utilities.ExecuteFileHarvestBatch(si, scenario, timeperiod, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) 

Hello, I am a new OneStream admin and I was wondering if it was possible to set up a business rule that would send an email to recipients when someone has processed a cube. The end goal would be to alert the team that changes have been made the the financials.   Thanks!

Hi, is there a way to present the "Cube Root Workflow Profile" description in the workflow selection window rather than the name. So in this Example below it would say Test rather than GolfStream? Thanks

I'm trying to load plan data into a range scenario that spans across 2 years. While the workflow view year is 2024, the range is set from 2024M1-2028M12, so the expected result would be that the load can occur for the 2024 and 2025 data that is being loaded in this import step. Is that hypothesis true?  The primary question is: What is the difference between workflow view year and workflow range? Additionally there is an icon in the workflow that "cannot import data to time periods 'AFTER' the workflow view year [2024] (see below).  In the application properties, there is a setting that allows loads after workflow view year.  When this is set to true, the icon goes away and data can be loaded to both years. We are trying to avoid flipping this switch to keep users from accessing any time periods not within the range. 

hi folks!  I'm seeking advice on overcoming the obstacle of exporting data from an Operating System (OS) to make it accessible for a Business Intelligence (BI) solution. Currently, my goal is to export data into a STAR schema within an external database. While I know this task is achievable, I'm curious to learn if anyone has leveraged the OneStream WebAPI or any other innovative methods to retrieve data instead. Would appreciate insights or experiences shared on this matter! Cheers Frank

Hi all, Is there a way to export (for instance to text or CSV file) the error message from a set of confirmation rules applied in a workflow? For now I see it's possible to export one at the time (meaning the error message from one rule) using right click on the error message itself but not for all the error messages at once. Is there a way to export them?   Thank you

Hello,  I have created a Workflow Import Step for Year End Adjustments and I want this specific step to only show up for Month 12 in OnePlace. I don't want users to be able to see this step for every period. Is there a way to do this? Thanks,

Hey all, We are currently looking into BI Blend and use it for our Sensible Machine Learning solution that we are about to implement. The initial plan is to use two BI Blend instances one for  historical data which is very detailed data with a long historical range. And a second for a more short term forecast period. Our ambition long term is to be able to use our Forecast BiBlend table data in our Planning process and our regular  Cube and Scenario.  Do anyone have a recommended approach to migrate data from BIBlend into cubes? 

Hello, I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it.  Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it. Thanks, Will

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

I would like to see just the current form profile and related cubeview to be seen as "Required" option. I dont want to see this "Deprecated" options. Does anyone know how to change this? I couldn't find an option in the workflow profile.   

Hello, I have a workflow step of type 'Workspace, Certify'. Through a workspace button, I am able to complete/revert the step. I am wondering If I can navigate to the 'Certify' window automatically upon completing workspace through a business rule, or we can only do so manually ?

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hi, I'm a little confused with a workflow security issue I have always assumed that locked and certified parents prevent the unlocking and modification of the workflow steps below it, however I have just tested and found this isn't the case. I have locked and certified a parent workflow, logged in with a test user that only has access to a single base entity but has the 'unlock workflow unit' security application security role and in my test I am able to unlock my base entity, make changes in forms and relock, all without disrupting the locked and certified status of the parent. Is that the expected functionality? Does anyone have a recommendation for updating the workflow unlocking so that it will only be allowed if the parent is also unlocked? In my first attempt at an eventhandler I ran into the issue that I couldn't access the locked/unlocked state of the parent workflow without the user also having access to the parent workflow

Hello, I am trying to pull data into OneStream from Snowflake using REST Api. Does anyone know how the entire process works and worked on it before .If anyone one can give a heads-up on this it would be of great help ,I have been going through few documents but not able to understand it up to the mark .If anyone has a business rule that I can use as reference and build my BR that is greatly appreciated.

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Some users are facing issue when running a calculate in a specific form in OS. I attached the error log. We're not able to replicate the issue. We notice that around the time the issue occured the CPU usage was 14%. I don't know if there's any link. Can you, please, help ? Summary: An error (The request was aborted: The request was canceled.) occurred while transmitting data over the HTTP channel. The request was aborted: The request was canceled.   ---------------------------------------- Error Time: 12/13/2023 4:15:28 PM Error Level: Error Tier: Client User: Justine UREEL Application: CONSO_PRODUCTION Web Server: vmPRD1Web2 Web Server XF Version: 7.0.1.13612 App Server: vmPRD1App5 App Server XF Version: 7.0.1.13612 App Server OS Version: Microsoft Windows NT 10.0.14393.0 Session ID: 330d13da-2417-4c2f-8734-e711820e6b76 Error Log ID: 27125b97-acc3-4ba7-a4ad-6e671620bc83   Total Memory: 68,719,005,696 (64.00 GB) Memory In Use: 3,243,065,344 (3.02 GB) Private Memory In Use: 3

Hi, I am trying to load data from file where amount should be calculated as prior period minus current period and loaded. I tried using derivative rule to setup current period equal to prior period and multiply by -1 as below but it is being assigned to prior month, it is taking the current month value as below and calculated as zero. Please help me how I can assigned prior month value to current month.   Thanks, Manju Komara

Hi All - explored other threads but could not find the right answer. Unsure if this should be one or two mappings and what type if they are a conditional rule or composite? If value at SourceAccount MAIN has a value of 1, then: Source should be SourceAccount A for Target Account A and Source should be SourceAccount B for Target Account B Otherwise, Source should be SourceAccount C for Target Account A, Source should be SourceAccount D for Target Account B Thanks!  

I am trying to update StageSoureData table with member information during import step at BREventOperationType.Transformation.ParseAndTrans.WriteTransformedData event. Next when I go to validate step I am not seeing the updated data from StageSoureData table.Any idea from which table or cache the validate and intersect steps will get data?Thank you

We have come across an issue where a subledger has been loaded but is not picking up a singular item/line in the subledger. The item contains a number of commas and special characters in one of the text attribute columns, as do other items in the subledger, these other items load no problem. For additional context the item contains over 100 characters in this text attribute column, as do other items in the subledger, and although a character limit had been placed in the data source via complex expression all other items make it in except this item. Any thoughts would be great, Thanks!

Hi; While trying to export TRX file from the transformation rule, the Visual Studio gets opened and it in turn gives an error message and I do not get an option to save it as a TRX file.  Would anyone be able to give any suggestions to help.    thanks Kumar

When we use the "Import a TRX file into the selected group" icon, the .trx file keeps getting uploaded into the "one-to-one" type. How I upload my .trx file into the proper Type (i.e. Mask, List, Range, etc). Background: I extra a copy of an existing transformation mapping by going to a rules profile/group and clicking onto the "Export selected group to a TRX file" on the top of the page.  Once I edit a few mapping changes and save the file back as .trx, I attempt to upload this .trx file using the other icon, "Import a TRX file into the selected group".  However, each and every time I upload this file, it doesn't hit the right Type (i.e. Mask, etc).  I extract from a Mask, and attempt to upload into the Mask Type, but the file keeps on going into the "one-to-one" type.  There must be a change I need to make to the .trx file before uploading it, to allow the system to know to upload the file into the Mask type and not the one-to-one type?   

Hi,   I have a WF where I dont want to have user load data through import. Only Forms and Adj. I could turn the profile Active to False.but the problem is  I have a historic WF where is an import level for this entity. I tried doing the  optional data load to True. when i am complete the Workflow for the Import step - I get a error saying import step doesnt have a datasource assigned- which is expected as I am not having a active TB load.   Any suggestion where I can complete the WF - Import step without really loading data?    

I have an Import Profile Type that includes a Workspace, Import, Validate, Process Workflow Name. The Workspace step uses a Dashboard that contains a SQL Table Editor component.  The table does not allow updates. When I run the same Dashboard from the Dashboards editor it allows updates.  I've also tried using a Forms Profile Type instead of an Import Profile Type and that allows updates too.   It must be something with the Import Profile Typet that is preventing the updates.  Is there a setting that I can change to allow updates in the Import Profile type?