Workflow and Data Integration

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.

I am looking for a business rule or function to lock and unlock workflow and then set it as scheduled task.

Workflow Profiles can only have dependencies through a Parent/Child hierarchy. Question Credit: Eric Osmanski 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 have Import/validate/Load workflow.After the validation step , I want to run a business rule that can do the following -1. Sum up the amount for all records with the same Product code in the transformed table.2. Check if SUM = 0 for individual product code.3. If step2 is validated for all product code , then proceed for LOAD step, else error out.PS- I know this can be achieved via a confirmation rule but i want to validate before loading to the cube.One idea that i thought is to execute a validation in the transformation rule but that validation limits to record by record whereas I am looking for validation post all transformation.Thanks! 

Hey all - I'm wondering if anyone has brought in people data (salary/bonus/commission/job type/job title/hire and termination dates/etc. and weekly/biweekly payroll files) into OneStream from Workday. From what I have heard, the payroll and salary data would live in separate tables in Workday. I'm beginning to scope out a process flow to do the aforementioned, but the initial thoughts would be to bring in salary related data to feed into People Planning and bring in payroll related data for analytics and potentially account reconciliations.  The salary related data would mostly support the Finance org with budgets and forecasts.  The payroll related data would mostly support the Accounting org with variance analysis at the individual person level as well as possible automation of accrual journal entry calculations. Please let me know if anyone has done something in this realm or would like me to specify anything more.Thanks!

Dear community, We are now helping a client to set up a data management sequence to copy six months (T#YearM1-M6) of Actual data to Forecast. And user can start entering figures for Forecast M7-12.In Actual, data is loaded in YTD.The copy data step works, and we can see the correct consolidated data until M6.While in M7, we see data that should not be the case. When we checked the data on all the Base level entities, it showed derived data. All the other dimensions are also at the base level. And the view is Periodic.However, when we look at the Parent level entity, all the other dimensions remain on the base level and view in Periodic. The cell status shows it is "Real Data."  Below is the setting for the Forecast scenario. Can someone provide an explanation for such behavior in OneStream?Please note that we did not consolidate M7 after the data copy, and the Forecast scenario had no data.  Any suggestion is much appreciated!Thanks in advance! &

Originally posted by Donald Thibodeaux I'm attempting to update the Actual scenarios to work with RCM and 'm receiving this message: Error updating cube. Cannot change Workflow Profile suffix from '' to 'SystemLoaded' because workflow has been started for Scenario Type 'Actual' in Workflow Profile Any ideas for changing the "Suffix for varying Workflow by Scenario Type?   Thanks  

Smart Integration Connector was launched as a feature of 7.3 and we have a new self-paced eLearning course available for you on Navigator to support this:OneStream Architecture: Smart Integration Connector (SIC) - Welcome to the OneStream Smart Integration Connector | Employee (thoughtindustries.com)Free to everyone who can access Navigator.

We created Extensibility BRs that leverage WIN SCP commands to send data from OneStream to an internal directory using an SFTP connection setup with OneStream.  The data files are being received with a .filepart extension.  We were able to get the .filepart feature disabled in our OneStream environment; however, the csv files are continuing to be received with the additional .filepart extension.  Any suggestions on how to eliminate .filepart extension when files are sent / received?

With SQL Connector as Data Source, can we automate to Import, Validate and Load multi period and multiyear data (Ex: Jan 2023 till Jan 2026) in such a way the Import, Validate and Load occurs one period after the other sequentially?Query execution times are much lesser when pulling one period at a time Vs pulling ALL 36 periods together, so I want to explore this option.   

How are you managing prepaid expenses and amortizations in OneStream (OS)?  Prior to OS, we were using Blackline, this tool had prepaid amortization templates that let us easily establish a monthly schedule of expenses. It contained an auto roll-forward schedule, and the system automatically amortizes over future periods.  This same feature doesn't exist in OS, and I'd love to hear how your company is processing these transactions.  Thank you!

TeamWhile importing data from local drive to Onestream through Import step (Load and Transform), i get an error "Global scenario member is not initialized". Can you please help:-1. Why do i need to select the data source manually everytime from local file even after uploading the file in Data Source2. How can i troubleshoot the issue "Global scenario member is not initialized" RegardsSKVK