Workflow and Data Integration

I know we can use the Matrix setting in our Data Sources to import data where time periods are in the columns (i.e. M1, M2, M3, M4, M5 M6 etc.).Is anyone out there aware of a way to extract data out of OS in the same type of format (time periods in columns); either by way of a DM step or any other way?

In the prior version of onestream we had configured AAD authentication, and we had a service principal that would be used to process REST API requests (aka the onestream "web api").  This service principal was simply to make all the requests for gettting data (cubeviews, adapters). However since we upgraded to 7.1, the REST API has stopped working.  Whenever we present the onestream-web-api with the access token from AAD, it simply generates a bogus error: No Supported Authorization Provider Configured.   The reason the error seems bogus is because the AAD authentication provider is working for all interactive users.  It is only this particular AAD service principal that fails (the one associated with this REST api). We noticed that the release notes for 7.1.0 says: Microsoft is ending support for Azure Active Directory Authentication Library (ADAL) in December 2022. As a result, we have migrated to the Microsoft Authentication Library (MSAL) for authentication

Hi I have a dashboard that executes an Import > Validate > Process using a business rule.In my workflow I am currently using Workspace, Import, Validate, Process, Confirm:I would like to just use Workspace, Confirm, but it gives me the following error: "Cannot execute step because the specified step classification doesn't exist for the workflow profile." Is there anyway around this? Thanks,Mark

I have currently set up a new data source and associated transformation rules (and allocated to the appropriate workflow). Data importing is correctly working for 2022 time period, however I am getting the following error in any other time period......I have got the Scenario as 'Current Datakey' and Time as matrix datakey in my columnsSummary: 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. Any ideas? I am assuming this might be one simple setting change somewhere 

Hello,is there a way to grant access to unlock WFs by scenario. for e.g. we need the FPA team to be able to unlock budget WFs and the consolidation team to unlock actual scenarios. Currently, they both have access to unlock all WFs.Thanks for your help. Hadi 

Hello OS Team,I am testing a few things in the latest version 7.4.1 and noticed something changes from 7.3 but was not mentioned in the release note - so just want to double check in case I missed something:For this Import step, I don't have anything configured in "Calculation Definition", in 7.3 I am able to Load and Process cube without any error, however in 7.4 - the "Load And Process Cube" only did the "Load" and when clicked on "Process Cube", I am seeing the following error.I actually like this change - could you please let me know whether this is indeed one of the changes in 7.4?Many thanksWei

OneStream V7.0.1We have a Data Source that takes data file that has 12 data columns Oct ... Sep.The year for the data in the 12 data columns is a field "Fiscal Year", the first column of the data file.We have a Parser BR that is called on each of the 12 data columns that looks at the first field in each record to get the year and concatenates that with the M<number> month for each month column to give the correct Time dimension member in which to store the data.  e.g. 2023M1The problem is we're getting the row header "Fiscal Year" instead of the year value in the record, so the string being returned looks like Fiscal YearM1How do we get the year data from the first column instead of the column header? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object Dim fiscalYear As String() = {"Oct","Nov","Dec""Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep"}

Hi,Is there a report to check how data was entered into OneStream i.e. through Forms or Imports ? We are using cloud version of OneStream.Regards,Avijit

If you encounter an Amount field that has spaces as the thousands separator AND includes a DR/CR indicator (e.g. 12 345 678 D) then you'll need this to parse the value: Dim strRawAmount As String = api.Parser.DelimitedParsedValues(4) ' Zero-based and adjust for your columns! '----------------------------------------------------------------------------- ' If not empty then remove space separator and interpret D/C indicators If Not String.IsNullOrEmpty(strRawAmount) Then Dim strAmount As String = strRawAmount.Replace(" ", "") ' 12 345 678 D becomes 12345678D Dim strDRCR As String = Right(strAmount, 1) ' D or C on end of string? Dim dAmount As Decimal = Left(strAmount, len(strAmount) - 1).XFConvertToDecimal ' Strip D or C and convert to Decimal '----------------------------------------------------------------------------- ' Did conversion to Decimal work? If IsNumeric(dAmount) Then '

Hello- I'm trying to load Headcount into our Finance model as a statistic. The table has no not data fields, just people records and emp ID. When I try to put a "static value" override of 1.00 in the "Amount" source dimension, I get an error stating no data records were found. Any help on how I can load # of records to the "Amount" in the Data Source? This is a Rest API connection to UKGThank You!

Hi, We are trying to setup REST API by following the OS documentation. Here we are using Azure as external authentication provider. We are able to get the token successfully, but passing back to the OS fails. Please advise on how to resolve this. Below the error message in Postman, "Error processing External Provider Sign In information. Token Validation Failed. IDX10214: Audience validation failed. Audiences: '00000002-0000-0000-c000-000000000000'. Did not match: validationParameters.ValidAudience: '3ace3d44-xxxxxxxxxxx-2651d589213e' or validationParameters.ValidAudiences: 'null'"

Hi All, We have 8 sibling Import workflows under one parent(Base Input Type Parent). We have one entity that's being used to load data in all 8 import workflows. Because we have good volume of data and multiple users loading the data to each workflow, whenever someone try to load the file through any workflow it is processing Load Cube for all remaining workflows as well and this process taking long time. It seems to be expected behavior of workflow design but Is there any recommendations that I can try to reduce the processing time ? Any suggestions would be much appreciated.Thank you. 

Every dimension needs to be defined in each Data Source created. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

We are creating a Dashboard for data integration and to execute consolidations (our process is multi step) ... We are wondering the following:Is there a Dashboard template out there for download so we dont have to build from scratch?Can animated .GIF be utilized in a dashboard or just static images?

We are loading files into OS that have substantial amount of data, for some reason I am able to import the file but upon validating, I do not see any kicks out or any error, the validate tab stays the same and Load tab remains greyed out. I am unable to load the  cube. Anyone else experienced this before?Thanks GSJ 

I am looking for an option to read the parsed Excel file XFD range and check if it contains any #Value! cells. I am able to find a point in TransformationEventHandler business rule to capture the parsed data (TransformerObject.Parser.DelimitedParsedValues), but it's not giving all parsed data every time and giving only few lines sometime.Can you please suggest some solution to validate Excel file XFD range before loading it into cube.Also where can I find the details of the classes in OneStream specifically for OneStream.Shared.Engine.StageRangeContent

Hello Everyone,We are setting up our Consolidation and Planning application.In Consolidation we would like to set up workflow by entity (legal entity) to support consolidation.In Planning application, we would like to set up workflow by Business Unit to support planning activities by BUSINESS Unit Owner.any thoughts on how we can set up workflow as described above?Thanks, 

What is the best approach to point to a different field in a Direct Connection Data Source. I am familiar with importing both local and USD currency (not using translation) by selecting the appropriate columns in a Delimited File, and this has worked fine in the past. I am now trying to do the same in Direct Connection to a Data Source. I tried using the Set and Get Global Variable as shown below, but the results are not as expected. For example I am expecting a USD value of 15482.72 and it is returning 22.61, this value is not even close in the set of data rows returned by the SQL query. Here is the complex expression I have in the Amount Field:And in the Functional Functional currency field I have the following complex expression: Any help is greatly appreciated. 

Was going through our app to lock/certify some workflows and noticed that there seems to be a function that I have never noticed before, there is a Corporate Certification Management menu item with two sub items, Unlock/uncertify ancestors and Certify/lock ancestors.  Does anyone know what this does, it's the first time I have noticed it.

I have a scenario where I modified the member property:Number of No Input Periods Per Workflow Unit - 4I thought this would prevent users from inputting data into the first 4 periods (Jan - April).  However, it seems as though it is not functioning or locking the periods.  I can still input into these periods.Am I doing something wrong?Thanks,Sean

I have a extensible rule called "A" to update my Derivative transformation rule group. Now during the workflow execution , i want to run A just before the transformation step.Requirementstep1- Load the file.step2 - Before running the transformation , I want to execute AQuery?Where can I add the business rule so that it runs atleast before the derivative transformation kicks in?  

Team I have a raw dataset with more than 100 Columns. I would like to connect the data and import 30 columns and have the data imported to cubeview as is. And then will manage the view in Dashboard.   Basically, in Excel world am trying to put a pivot on raw data of 100 columns with output being only few of them. Thanks

Hello,I am using a custom defined navigation for my users to easily navigate between workflow profiles.However, for an import task, when the user click on the button to access it they are redirected to the standard import workflow profile menus ( with the "Import > Validate > Process tasks ...).--> Is it possible to actually integrate this standard import workflow menu into a dashboard (as some kind of "embedded dashboard" for the import functionalities) ? Many thanks,

Hi community, For a client I am looking for the following: - Data extract from Yardi is loaded via .csv file into OneStream.  - The data file contains columns for amount = beginning balance + amount ,account = account  and flow = Segment6 column. FinTrialBalances                                                             Transaction_Type Control_Number Blank_1 Blank_2 Transaction_Date Post_Month Reference Notes Property_Code Amount Account Blank_3 Blank_4 Books Remarks Blank_5 Beginning_Balance Blank_6 Blank_7 Segment1 Segment2 Segment3 Segment4 Segment5 Segment6 Segment7 Segment8 Segment9 Segment10 Segment11 Segment12 J 14202303     3-1-2023 23-Mar :TrialBal   xxx 0 22020100     1     -2866.67               F40 - Reclasses in Bal. Sheet    

Hello, Is there a way to set a requested app server name when executing a data management sequence? Thank you.