Workflow and Data Integration

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?

Hi, is there an ability to change the Classification field in the Cell Detail right click from a combo box to a freeform entry?

Hello,While trying to import data through a workflow from a *CSV file I am getting the error from below when performing the Load step of the workflow: These are the only details of the error, in the Task Activity there are no relevant details for this error.This seems to be a generic error. Could this be related to the workflow setup or is it something else?Thank you. 

Hi All!,  My team and I have placed a JE event handler with restrictions for preparer and approver (where preparer can't approve his/her own JEs - Approve/reject/post & Unpost) along with JE email notification.In this Scenario where a user has both Preparer and Approver access, submits JE through excel, his/her JE is getting directly approved without considering the restrictions we have placed in the JE event handler but when done manually it's working as expected. below is our BR. any help will be greatly appreciated.    Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As JournalsEventHandlerArgs) As Object Try Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False 'Evaluate the operation type in order to determine which subroutine to process Select Case args.OperationName 'SUBMITTED - Notifiy Approver Case Is = BREventOperationT

Hi All! We had gotten an ad hoc request to give certain access and restrictions to Preparer Users and Approver Users. Where the Preparer can complete workflow and revert workflow and the Approver can only certify in the Workflow profile. We have been able to successfully achieve restriction on completing workflow for the Approver but not able to restrict them from stopping the Revert workflow. Even after placing conditions to stop the revert workflow the certify is also getting restricted for the approver.below is the code without any restrictions for Revert workflow for now.  if anyone has resolution for this it will be greatly appreciated.  

Hi All,In HFM we can extract data from one application/Instance and load it into another application using the data load option (.dat file). Do we have a similar feature where we can extract data from one OneStream application and load it into another application/Instance?Thanks,Anand Thota

Hello,I have a very peticular situation, where the parent workflow is validated and finalized, while the children are not !Now, I can't validate any children workflow, because the parent is already validated...Do you have anything that would help re-initialize the workflow, whitout having to remove all data ?Regards,

When viewing the Intercompany Matching Summary Page on a WorkFlow, the Status Flag Filter is showing only filenames (not "Pass", "Fail"). Does anyone have the answer to how to fix this? 

Is anyone else seeing errors when compiling BRs that Imports the WinSCP assembly after the upgrades were applied today?Seeing this when compiling:1) Error at line 69: Reference required to assembly 'netstandard, Version=2.0.0.0, Culture=neutral, PublicKeyToken=cc7b13ffcd2ddd51' containing the type '[Object]'. Add one to your project. 

Hello Our customer would like to reconcile sales/costs by division. is there a way to display the UD elements in the IC matching report? I see that only 1 element can be selected in the parameters Thanks in advance Marcello  

Hi,I'm working on clearing data from a Plan scenario and ran across this error. Has anyone encountered the image below? If so, what did you need to do to clear the data out?   

The issue is the following:For one of our clients we have a workspace step in our WF which has a button “Start SAP BW Process Chain”. This button triggers a data management sequence and should in the end turn the Workspace step green (if no error happened). When pushing this button there should also be progress bar showing where in the process the task is.Question - Is it somehow possible to start a data management sequence in a way that it displays the progress bar from a dashboard extender rule and that the workspace button is completed? We tried the following:Running all three versions of BRApi.Utilities.xxxxDataMgmtSequence (Start/Queue/Execute) but these always start the dm sequence in the background without displaying the progress bar.Is there a way to enforce to show the progress bar?Could event handlers maybe help out to give back the completion of the worfklow? Does anyone have an idea on how we can get the workspace to complete (turn green) and show the progres

We are trying to input data on monthly basis for forecast and actual. As in next step if we want to see QTD view which should be M1+M2+M3 , but its not working. how does this QTD and MTD workflow works in the form ??In historical data its working perfectly fine.

I am trying to use LockWorkflowUnitDescendants with a non standard channel. The logic seems to allow express use of 'NoDataLock', 'AllChannelInput' and 'Standard', but for custom WF Channels, can't seem to identify how to get the GUID.'Dim wfChannelId As Guid = WorkflowChannel.Standard.UniqueID -> THis works'Dim wfChannelId As Guid = WorkflowChannel.custommadechannel.Uniqueid -> this doesnt workBRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, WorkflowProfileTypes.InputImportChild,wfChannelId )

I am trying to import data directly from an external database and store it in a temporary data table in OneStream using Vb.net code.  Unsure if this needs to be achieved through extender business rule or connector business rule.  A code snippet of similar implementations would be helpful.