Workflow and Data Integration

Hi Community :)We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?

Hi All,I'm trying to set up some Excel templates for the uploading Budget and Forecast data.  I'm pretty happy with the Excel Template side, with the named range (XFD),  and specific header formats, etc.However,  I'm a bit lost on the Data Source set up,  I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up?  Do I choose Delimited or Fixed file?  It feels like this Data Source section is really for flat files, as it always wants to know the column number.I've tried importing the Excel into the Data Source in the same way I would for a csv file,  but it just shows up as xml gibberish in the top box.  It definitely feels like I'm missing something.

Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not

Hello,I have Product and Customer allocations that I would like to be ran on the process step of the Workflow.The weird challenge that I am running into is that when I run each step of the sequence on its own, the allocations are executing as expected. When I run all of the allocations with one sequence/in the Workflow, my allocations are producing errant results. (E.g. my allocated-in amount in is only a small fraction of my allocated-out amount.)Is there a property I am missing on a sequence or workflow that may cause problems if not handled appropriately? I am calling the sequence with a No Calculate in the WF, which executes a handful of Finance BR Calcs.

Hi,I have 12 separate schedule tasks that is set to run monthly on calendar days 1-15. It runs every 2 hours starting from 12AM. (Next is 2AM, 4AM, and so on)I am encountering inconsistent issues with 6PM and 12AM where it does not kick off at all on random days. I've checked the configurations and can confirm it is set up right. Any idea what's causing the inconsistent failure to run? I'm in central time if that helps.

Please share your practical advice to help us meet the new Integration requirements.- I couldn't find a OneStream KB/post nor a good result from free Gemini.- We're using SAAS on v9.0 to move to v10 upon its upcoming release.Thank you folks for sharing your expertise.

There was no Jan close, so we want to divide Feb actuals by 2 to get a Jan actuals load.  The loads are SQL from HFM and Database Whse, so it isn't done with a flat file csv.  When I looked at the Feb Import that are 1214 lines.  How can we take that Feb import, divide by 2, and import in Jan Actuals?  First thought was to create a QuickView then upload back into OneStream.  Also looked at a copy Business Rule but calculations are needed for the data.  Any ideas/thoughts?

Hi Community,I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement.Any guidance or examples would be greatly appreciated, thanks in advance for your help!

Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user.  Any help would be greatly appreciated.  I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month.  My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow.  The security settings for the workflow are very simple, so it's not clear what could be the issue here.Is there another way I could get around this?

Hi,I can’t get my data import to work with vertical extensibility, and I’d like to understand how this situation is supposed to be handled.In short, the import validation fails on accounts that are extended for an entity. The entity belongs to a cube that is vertically extended from the primary workflow cube. Detailed situationI have extended dimensions and two cubes that use those dimensions.CubeParent contains a parent entity with dimensions applied. The parent entity resides in the parent entity dimension.CubeChild has dimensions that are extended from the parent’s dimensions. The child entity resides in the child entity dimension.As a result, each cube has its own unique entity dimension containing its respective entity.Additional configuration details:CubeChild has Is Top Level Cube For Workflow set to False.CubeParent is the top-level cube and has the Workflow Profile created from it.The child entity has been added as a child of the parent entity in the parent’s entity dimen

We are looking for a load into a financial cube. Mappings are already done in the source system. Is there a way to load records that pass the validation and write the other records to an error protocol.The idea would be that not the whole load is rejected but only records that contain errors, those being written to an error protocol.Many thanks for your support

Our income, liability, equity accounts need to have the flip sign flag checked but our users always forget.  Is there a way to add a pop up when they first get to this screen (after they save it is too late).  

We want to set the IC value to none if an account is not IC.  We are currently doing this in the IC dimension in the datasource and looking up the account, getting the target and then checking If IC.  If it is not IC we pass None as the source value.  This works fine unless they upload a new account because it has not been mapped yet it doesnt know its IC and maps to None.  The user has to reupload the same file after they map the account so that they get an IC value in the source.    I was thinking that I could put a BR on the IC transformation rule but the problem is it reads the 1:1 (where I have the None->None) before it gets to the section for BRs.   I guess I could remove the 1:1 None rule and then in the BR check to see if the account is IC and if so then get the IC target.    I am just curious if there is a better way to handle this that I have not thought of. We have a similar issue as we store function in a user field but w

Hello everyone, I'm trying to create my first import from scratch. Unfortunately, it always gives me the same error : No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. And no line is imported or displayed in the logs.However, I've gone down each parameter and everything seems correct and consistent with what I have on other import files. Could you help me investigate? My settings : All the UD1 to UD8 are on None. And the log :  

Hi all, I'm currently exploring ways to extract data from a Microsoft Fabric Lakehouse into OneStream. The obvious way would be to connect to the SQL endpoint just like any other DB. In this case, what would be the best authentication method? I've been testing it out with my own user on MS SQL Server Management Studio using MFA, and I have no idea what the best way would be to create credentials for the connection string in OneStream. In case connecting to the SQL endpoint with a connection string isn't a good idea, what would be a better practice? Thanks.

I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues.Below are the two errors I am seeing:When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, D

Hi Team, As part of V8 upgrade, I have uninstalled UI. and then loaded SV102 zip file for capital planning. But receive the following message. Any one experienced this and resolved?  

Hi All,I am trying to export a cubeview using FdxExecuteCubeView, but I get every dimension even though my cubeview only shows 4 dimensions.  What is the best way to export a cubeview to retain its view.  I want to export multiple cube views and load them to a table so that I can have all of the cubeview data exported through one Data Adapter call via the rest API. Right now, I export one view I get 3 million rows, but when I aggregate it to the level in the cubeview I end up with 28,000 rows.  I'd like to avoid exporting 12 million rows if possible. Thanks,Scott

Hi,I have created one one Smart integration function in to transfer file from sftp server to share point server. can we use smart integration function as a file or use existing smart integration function as dependency , not sure just need suggestions.

Hi Folks,  I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu.  For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow Profile  

I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities.However, I noticed a difference in behavior:For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs.For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU.I have verified that the rule, meta data configuration, and workflow properties are the same. 

Hi, I have created a transformation event handler where it throws an error when an user tries to "Clear" file/s. in Import step. Now, the error comes when user tries to delete his/her file or "All" files. I only wanted it to throw error when user (mistakenly) selects "All" imported files and click on "Clear" Is there a way to achieve this by some conditions or checks?  Thanks in advance, PM

Hello, Is there a way to move a workflow profile up or down in the hierarchy tree? I created a new workflow profile, but would to move it up next to similar workflow profiles. The move up or down buttons only work for children and siblings.  

Hi I have a method query that returns a data table of roughly 300k of records. Is there anyway to export the result of the method query to a csv file? I'm not keen on using a spreadsheet business rule or a grid view on a dashboard given the volume of records that is being returned. Thanks, Mark

Hi All,How would I go about passing a Consol member as part of the POV to a  FDXExecuteCubeView call? I want to pull one extract that is in Local currency and another that is in USD.  Can I do that with this call, or do I need to set up 2 cube views, one set to Local and another set to YTD?Thanks,Scott