Workflow and Data Integration

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.

Hello,I was wondering if it's possible to change the workflow year to show FY20XX instead of just 20XX. In our legacy system we used FY20XX as our current year and we would like to continue with that style. I cannot seem to find a spot where to change it but I've seen images of other workflows with the year showing FY20XX. Thanks, Will

Hello Everyone,    Is there a way to force the composite expression to run before the One To One Rules ?  i am trying to run a complex expression to override values coming from the Source Data. but the One To One Mapping is triggering the mapping, what i want to Select all BS accounts from source based on the Target mapping , and import UD2 as a None Value . Instead what is happening is that all the BS accounts with UD2 value are being Mapped based on the One To One mapping i did for the PL Accounts. and i only want the PL accounts to have a UD2 Value.      

Originally posted by Rahat Fatma Hi I am trying to load data into BI Blend cube but getting this error while table creation.  "BI-Blend base data does NOT match any Aggregation Base Members." Where do I need to look to trouble shoot the issue.

I'm trying to load a file that has data in multiple columns like below.I have created the data source with a Data Type as Matrix DataKey and created source Time Dimensions for 12 months as stated in the screenshot. But when I try to load the data, I get the below error every time. I have already created transformation rules for Scenario and time as below and not sure what else I'm missing here. Can someone please help with this one?Error Message: Thanks...!!!

Hello, I am getting this error when trying to access FileShare under FileExplorer:   The path is not of a legal form. .Source code: WcfRetryManager.cs, line 299, method ExecuteRetries..Source code: WcfRetryManager.cs, line 369, method ExecuteRetriesStartingWithPreferredAppServerIndex..Source code: WcfRetryManager.cs, line 497, method TryExecuteAction..Source code: FileSystemWcf.cs, line 198, method EnumFoldersInFolder..Source code: FileSystemWcf.cs, line 853, method GetFolder..Source code: FileSystemOS.cs, line 185, method GetFolder.The path is not of a legal form.   Has anyone encountered this error previously? To me it seems like an application error but I am not sure where I can check further. Thank you.

SourceA10000_0TargetA10000How can we achieve it in different ways?1. Connector SQL query -> Using this in the sql query Select left(Account, len(Account)-2) leaves blank rows in the import step.2. Data Source ?     2.a. Logical expression             Return args.Value.Replace("_0", String.Empty) - This works fine.     2.b. What about Text Fill settings or Substitution settings?3. Transformation Rule ? 

    Base entities can be assigned to more than one Base Input Workflow. 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

I'm loading a Fixed Width data file to Stage for Transaction matching. This file has:HEADER record that has the transaction_date in it.multiple DETAIL records with transaction type and amounts (but no dates).TRAILER record (Ignore for this sample)Goal - Load the DATE from header record on every detail record.Sample FileHDR01122023DTL0088351000000572975A000000018DTL0088351000000123456A000000018TRL000000What I want to load into OneStreamRecord_1:Date: 01122023Tran Type:  100Amount: 572975Record_2:Date: 01122023Tran Type:  100Amount:  123456 

I have heard that Onestream supports ad-hoc queries and reporting. But I haven't yet found an easy way to send ad-hoc queries to our OneStream cubes. I'm searching for some sort of query interface like SQL, MDX, or DAX.   So far I've discovered that there is a REST API which allows me to retrieve data from an existing "cubeview". This is a helpful API for extracting data programmatically. But this certainly isn't considered "ad-hoc" since it requires that a cubeview be prepared and deployed in advance. I had also seen that the REST API supports SQL statements but I have been warned against using those; since it circumvents the logical definitions of the cube, and these queries might become fragile and break over time (eg. after future upgrades to the onestream platform). Besides those two options, what mechanism is available to send "ad-hoc" queries to OneStream, and immediately retrieve the results. Our CPM data is very valuable to client processes, and we've been able to accompl

Hello - we would like to move specific Forms and Adj data from one application to another - data are extracted via Data Export in DM, does anyone have an example of the Extensibility Rule (BRApi.Finance.Data.SetDataCellsUsingUsingCsvFile) to load the extract data? Many thanks - Wei

Hi, I have a data management step/data management sequence that use member dialog parameters, which means users are prompted for the parameters selection when running them. I have attached the data management sequence to a Pre-process step of a workflow (via calculation definition, setting the filter value equal to the data management sequence name and using a DataQualityEventHandler rule). However, when running the Pre-process step the data management sequence runs using the default values for the parameters and users are not prompted for the parameters selection. How do I make so that users are prompted for the parameters selection when running the Pre-process step?