Workflow and Data Integration

Hey all,So we have built a data seedning between cubes for Predictive 1 2 3 and are using DataManagement data exports via Data mgmt export sequence to our input workflow profile.We have a hierarchy of maybe 100 member where we want to seed the parent member only (the total) excluding 5 accounts in oreder to make the transformation rules as friendly as possible. Are there any way in a member filter in the DM data export to exclude members from the hierarchy? I have tried .remove etc with no luck.Thanks in advance!

I am setting up a Workflow with a SQL connector data source. I need to be able select a range of periods (start and end period) within the SQL query to extract the balances for multiple periods and load the same to OS cube. Users should have a provision to select the start and end periods and the SQL query should run dynamically based on those periods. Workflow should be executed to import and load the data to the multi periods selected at one time (not needing to run one by one period).I am new to OS. Appreciate suggestions and recommendations to implement this requirement in OS.   

Reaching out to the community to see if someone has created a BR to trigger cube loads in a batch or sequence for several WF. Found this snippet but unsure how to use it: Dim objLoadCubeProcessInfo As LoadCubeProcessInfo = BRApi.Import.Process.LoadCube(si, wfClusterPk)

I am trying to connect to a OneStream Cloud environment for which the REST API has been enabled and tested by OneStream Support.I am working in PostMan and following the REST API guide at System Guides > REST API Implementation > REST API Overview > Authentication, but i am hitting an error "One or more required parameters are missing."I can retrieve the AzureAD token fine, but when I then try and use it to authenticate with OneStream (expecting the SI to use later on), I get the above error message returned (along with a HTTP/400 Bad Request).As far as I can see I am not missing any Parameters as per that section of the REST API Guide.The POST request is to:https://xxxx.onestreamcloud.com/onestreamapi/api/authentication/logon?api-version=7.2.0Params: api-version=7.20Authorization: Bearer Token returned from Azure AD (via a PostMan variable)Content-Type: application/jsonBody: BaseWebServerURL: https://xxxx.onestreamcloud.com/onestre

Hello,I have a REST API which has been tested in POSTMAN. The problem is data is being pushed into OneStream. So how would this work in the BR. Any help would be appreciated. Thank You,Indu

We have recently upgraded to version 6.5 from 5.1. Our Power BI consultants want to try the REST API to pull data out from OneStream repositories. Anyone has done this before and knows what setup/configuration need to perform before using REST API? Thanks

Hi all,We are successfully uploading budget information in an excel template. This is a matrix load containing 12 periods of data. For each line the user can upload a textvalue. This is also working. However, the comment is uploaded to each month. However, if there is no data for a particular month (which can happen) the comments are aggregated. For example: I have data in 2024M4 and 2024M12 for the budget. It is a periodic budget. Now I have the comment 4 times in 2024M4 and 8 times in 2024M12. Is there a way in a matrix excel upload to upload the textvalue only for the last period?What else could I do to overcome this issue?With kind regards,Tim

We have deleted certain transformation rule under 1:1 and while deleting, my other colleague was also updating the same transformation rule group.All those rule are showing up in the validate step as an error even though they are deleted.Error - > "Unmapped items" and then ask me to assign even though they don't exist. How can i get rid of them ?  ( have tried extracting trx , in the extract file, it doesn't show up)

Copy pasting multiple rows / columns seems to auto transpose the values (turns rows into columns, and columns into rows). This is frustrating for end users who are trying to use the cube views to input their values.  Is there a fix for this?

When using cube views to input values, it seems that we are unable to copy paste % values. We must convert it to numerical values and only then does OS allow paste into the % input cells.  Is there a fix for this?

Hi all, I am currently working on the transformation rules for my client. Because of our client needs, I would need to duplicate the data from one source account into two OS target accounts (same functionality as Logic Groups in FDM).  Is there a similar functionality in OS? Thank you 

Hello there,As the title implicates, I am trying to cancel the current running workflow task through a Business Rule (Transformation EventHandler). My workflow is the ETL process (Import, Validate, Load), I wrote an event handler to catch all rejects from 'Transformation' and 'Validation' steps then updates the Transformation Rules to ByPass these rejects.My problem is the following: - After positioning myself on the event: BREventOperationType.Transformation.ValIntersect.FinalizeValidateIntersect, I execute a code that catches the validation rejects & updates the transformation rules accordingly. However, when I 'Revalidate/ReTransform' I get an error saying [ Workflow Unit already has a running task [ValidateTransformation - WP#TestWF.Import:S#Actual:T#2022M10], cannot start task [ValidateIntersections - WP#TestWF.Import:S#Actual:T#2022M10] until current task completes.]Is it possible to modify a task's status to 'Completed' so I can relaunch the validation a secon

Hi, We are using an application called Certent Disclosure Management (CDM) as part of our consolidation and close process for external reporting. For this we have built links between CDM and cube views to extract data. My question is, is it also possible to link to a spreadsheet held somewhere in the application? We have EUC's that have to be sent to CDM which contain data not available in OneStream. For this we use a SFTP 'pipe'. I was wondering whether if we held the files in OneStream would it be possible to transfer that data to CDM in much the same way as we do with data in Cube Views? The answer is probably 'no', but I just wanted to ask the question. Thanks

How can I Certify even though one of the Import steps are not started? It's an Import, Validate and Load process.   

Hi Is there a function or table that I can look into to get the info about when and who Confirmed and Certified Workflows?Thank youPM

I am copying a scenario to scenario to rename it as the latest one, we are trying to delete the copied numbers to do the copy over again, but the copied numbers are not deleting and the numbers resides only at parent level, ran consolidation as well but numbers not deleting and it seems like some ghost data, need help on this on how to delete those numbers.The copy over was done using Data Management job.OSAdmin - Attached some screenshots for reference.

Is it possible to run a consolidation from Excel, is there a VBA that can do this?

Hello,Does OneStream allow recurring journals? 

Hi all,  In my delimited upload file (trail balance) there are two columns that include amounts: beginning balance and the sum of periodic movements. The sum of the two is the number I want uploaded in the import stage.  Is there a way to make OneStream add an additional calculated column (source dimension) to the datasource with the sum of the two columns (so prior to transformation / validate / process)?  Any help would be much appreciated!

The Formula for Calculation Drill Down will impact consolidation CubeViews are dumb datagrids and can only be displayed in the OneStream client. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

1. We have a very basic "standard entity workflow" with Import, Forms and Adjs.2. Local uses does his job and lock the workflow and the related entity assigned to that workflow. Fine..... And now we are lost.How the consolidator can post central adjs OwnerPostAdj? If we try to post the journal we receive:"Data validation error. Workflow Profile 'BlaBlaBla' is locked for 'Actual', '2023M4', 'AdjInput', and Workflow Channel 'Standard'."Is there a native configuration to enable "OwnerPostAdj" on a locked company?Or, if it is not a standard Onestream feature, are you aware of any a basic workaround to enable it ?Thanks in advanceMarcello

Hello,I was reading below thread and wanted to try that out. Unfortunately that didn't work which might be due to OneStream version:https://community.onestreamsoftware.com/t5/Office-Hours/Data-was-loaded-to-People-Planning-then-Loaded-into-the-cube/ta-p/1254What I wanna now is if there are any way to remove the loaded cube data from the workflow. The Clear button seems to only clear stage + workflow but not Cube.Above advice was quite interesting but it gives me following error:    

Does anybody know if there is a dashboard that shows the Workflow Statuses for all workflows. Like the right click on workflow Status & Assigned Entities.

HiIs it possible to treat a dash/hyphen as a zero during a data import from a file?Thanks,Mark

Hello,Struggling today with a simple input form. For any entity I can write data, but not for 1 exception. I tried in workflow, or separate cubeview with varying dimensions which all worked before.Also for the same entity in other scenarios with a different scenario type I can write data.Authorization seems not the issue, after changing to Everyone it still shows as read only.Could something block the entity for input in a scenario?Thanks in advance for your any help!