Workflow and Data Integration

Hello all, My client recently upgraded to the most recent version of OneStream. Previously when loading data, the first line on the Load tab would show the total of bypassed records. We've noticed since the update, this no longer shows. Is it possible to turn this back on?Before:After:  

In a DM Sequence with multiple DM steps (Data Import or consolidations) does the memory that each DM step consume will be released at the completion of each DM step OR it will be on hold till the completion of the DM sequence it is part of? 

Hi,I have a user requirement to drill back to NetSuite Web URL from OS Cubeviews.In the NetSuite Web Page there are selection drop downs to select the Account, Customs and Time Periods. Based on the selection, detailed data will be retrieved from NetSuite and displayed in the NetSuite Webpage.They would like to auto populate the NetSuite drop downs (Account, Customs and time) from the OS Stage data (Drill down data) and display the detailed data from NetSuite in the Webpage.I understand we can drill back to the Web URL, however is it possible to auto populate the NetSuite drop downs from OS Drill Back option? 

Can a Connection String for an external database server connection be modified directly in the OneStream UI to an existing OS Cloud implementation  -- without creating a Support Request to have it changed?  Likewise, can a new External Database Server connection string be created through the OneStream UI in an existing OS Cloud implementation?  Or does that also require a ticket?  I seem to remember that this ability to edit Cloud settings was added recently -- through a Solution? Or am I thinking of SIC?

Hi , Can I use 'AdjInput' when loading through the Import channel in a WF? If yes, what customization is required?  

What are all the options to send data from OneStream to another system?  In my use case, we would be pushing People Planning data from OneStream to Workday.  Thanks for any assistance!  

Hi,We are trying to automate the File-based Import data, Validate data, and Load data to the cube process using the business rule. So, could you please let me know how I can procced as I am new to the business rules in OneStream?Thanks

I have a DM job that imports data using WF.Even though there are intersection validation errors in the WF,Task activity status of the "Validate Intersection" task shows completed. It moves on to importing next period even with errors.Is this expected behavior and is there a setting to show intersection validation failures in Task activity status? 

Hello, I am new to OneStream and would like to know if it is possible to attach a file in the Certification step.  If yes, please provide me with the steps.

I have a 3 step Data Integration process which I need to automate,1. Extract OS data and push it to DB tables - DM Sequence2. Execute list of DB Stored Procedures3. Import data from DB to OS - DM SequenceI started with an Extender BR calling them using BRAPI.Utilities, but the execution of Stored Procedures itself will take 6-8 hours and the DM Sequence time out before even SP completes.Appreciate suggestions to automate this process. 

Hi, Did anyone have any situation when they deleted a DM Job by accident? How can you retrieve that? There's no Orphaned area for DM jobs for us, unfortunately. I can't find any back up for it. Would save us a lot of time if we avoid rebuilding it. Thanks in advance. Regards, Irina

Recently I heard in these forums that FDX methods (like FdxExecuteCubeView) should be used from a BR whenever the performance of the data is critical. Can someone help me understand why they are faster? We've already built quite a lot of client-integration software using cubeviews.  The cubeviews are being executed via the REST api.  We are retrieving data with "api/DataProvider/GetAdoDataSetForCubeViewCommand". Now that I have discovered the "FDX" methods, it puts me in the troublesome position.  I realize that a ton of our integration software should probably be re-written to use those FDX methods.  The re-write may take some time.  Why won't onestream just extend the "normal" cubeview interface of the REST api, and add an option to run it in FDX mode?  That would be similar to the "turbo" buttons they used to put on a the tower of a PC to make it run faster (for those users who had a preference between a fast computer and a slow one.) It would be h

I want to execute a list of DB Stored procedures after executing a DM step in OS. Is it possible to call a DB Stored Procedure from OS?After the Stored Procedures are run, I want to execute a list of DM Jobs for data imports to cube.Appreciate any pointers how I can implement this.  

We are currently on version 6.6. We use LogonAndOpenApplication via Powershell to login and run DM jobs. But after enabling SSO, the call doesn't work and gives error "Error processing External Provider Sign Ininformation" I can see at below post that it would work in 7.2, but was wondering if anything can be used in 6.6https://community.onestreamsoftware.com/t5/Platform/Excel-Add-In-Macro-VBA-function-Add-Ability-to-Pass-SSO-Token/idi-p/5457

First time poster here!  I created a data source called Vista that has 4 different entities using it.  Each of those 4 entities has their own Workflow Profile and each entity is “assigned” to their respective Workflow Profile.   In the Data Source, how do I address this in the Entity field?  Is there a formula I can use to pull the Entity name from the Workflow Profile that is selected by the user?  So if the user is importing the “Chicago” entity (which is assigned to the “Chicago” Workflow Profile), can the Data Source somehow read that?

Hi All,Setting up the context for the question:I am trying to load the data via 3 different import channels (chan1, chan2, chan3) in a same WF.2 of the import channels (chan2, chan3) are for the sales data load and 1 (chan1) is used to load the historical data for those entities in the similar data unit.  Basically, data from chan1 has data units that is shared between chan2 and chan3. I enabled the overlapped sibling settings to merge the data from (chan1 and chan2) and also for (chan1 and chan3).  The issue I am facing is as soon I load chan1 after loading chan2 & 3, the import channel status for 2 and 3 goes to LOAD CUBE from PROCESS CUBE. If I reprocess the chan2, the status for both chan1 and chan3 gets changes to LOAD CUBE despite of the fact that chan2 and chan 3 have different data units (Both of these channels are hitting different sets of accounts)?Has anyone faced this issue in the application? If yes, please guide me to freeze the status of

We have users that frequently desire to mass updates to their transformation tables.  We use the TRX download/upload process to export current mappings and upload changes.  This works great except the TRX buttons are only available to administrators.  I believe that these should be available to admins along with anyone within the assigned maintenance group.  Is there a way to provision this? 

Hi OS experts,  I want to exclude a base entity - as it must not be affected by the derivative - from its parent for the purpose of this derivative. All entity under a specific parent (ie TDM)  must be part of the derivative expression but excluding one base entity. Anyone knows how I can achieve this? This is my derivative expression ->  

Has anyone used or familiar with OneStream SAP Connector. Need confirmation on couple of questionsIs it SAP certified?Can it connect to SAP On-Premise (with OneStream On Cloud) ? If so what config are needed? Do we need VPN connection? Thanks,Sachin

You can only enter data for up to 12 months in any given Workflow. 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

Hi all, what do you usually suggest to clients as last step of a budget/forecasting cycle, to Close the workflow hierarchy or to Lock its workflows? I am just checking if there is any disadvantage by using one against the other. Also, is there a way of automating the closing/locking so that it is trigger on a certain date? I was thinking I can may create a rule encapsulated in a data management job and schedule that, but is there an easier way? Thank you 

Hi,We are trying to automate the Workflow to import, Validate, and Load data to the cube using the Business rule. Please let us know how to proceed as I am new to Business rules. Thank you.

Workflow, journals Hi all, So our client wants the end users to be able to create journals but not post them. Group finance team will review and approve and post all the journals created. I think the security bit can be done using the workflow profile settings. The question is: Is there a way for the group finance users to see all the journals created by end users and go through them instead of navigating to every workflow to approve the journals. Is there a way to do this? Thanks

Hi,We are facing one issue where if we pass periodic entry then the next month it is automatically passing a negative amount of the same value but I need it to be zero only.Example-March =10000 (loaded at view periodic)April= -10000 (should be 0)Can anyone help me how to resolve this?

Dear community,  We build an Excel import template (XFDRange) for our client's planning process.  We understand it is possible to load Text Value into Stage; however, we need to retrieve the comments in a cube view for an overview, so the comments need to be stored in the cube. Currently, we set two different columns for the View dimension, one for Periodic view to import the data and the other for Annotation to import text.    We saw there were some similar questions raised in the community, but solutions are not applicable to our case.  Hoping to get some more suggestions regarding this!   Thank you in advance!