Workflow and Data Integration

Hi !We are trying to figure out ways to automatically upload data using either Business Rules / Data Management / Task Scheduling. Is there a way to automatically upload data from flat files or databases using these three components ?Data Management seems to provide only Export functionalities. Regards,

We have successfully set up and use workflow channels (tagged to accounts and workflow profile steps) in our divisional (Base Input) workflow profiles in our application build.  The steps and data lock based on their workflow channels appropriately.  However, we are having trouble getting Workflow Channels to work properly when it comes to the workflow profile (Parent Input) used by central finance.  The central finance team needs the ability to book historical USD overrides on select equity accounts on behalf of the divisions for all non-USD base entities in the OneStream application.  We are not using and have not configured the use of any UD dimension in our Workflow channels to this point.As of right now, we have assigned the central finance team their own Input Form profile step so they can submit these Overrides to the configured accounts (using Flow dimension).  We have given that profile a unique Workflow Channel and assigned the accounts specified in t

Hi all,I have a matrix load, on which account is matrix. One column with a specific account needs to go to 2 different accounts. For this I just reference the same column twice. This works fine.The issue is, the first instance the UD5 is coming from column 5, the second instance UD5 should come from column 16. How could I achieve this?Thanks!Tim

Does anyone know if OneStream is capable of exporting into AWS S3 bucket?Thanks.

Hi.  Is it possible to set Certification Profiles so they only show on a Quarterly basis?  The questions can be set to quarterly but the Profiles still exist in the off-quarter months and require a Certification sign off even though there is nothing to certify.  I have a client who needs an employee to certify a question on a quarterly basis and this employee does not have any other certification or workflow responsibilities.  

Originally posted by Francisco AmoresHi,   We have Rule1 and Rule2 in a transformation table. rule 1 executes first and we have assigned a complex expression with a conditional rule. We want onestream to apply rule2 if that condition is not met. However, it seems that you always must return something.   How do we deal with this?   Thanks

Does anyone know how to translate the value in m1status .. m12status in table DataRecordxxxx. Is there a second table I can referece? 

Hi everyone!I am Angel and I am new to OneStream implementation and currently facing an issue. I am trying to update the Cube Name in my Workflow Profile, but it returned an error message.This workflow profile is under Cube A which has been set as the 'Top-Level Cube for Workflow'. Under Cube A, we have several Sub-Cubes (Cube A1, A2, etc.) which have been set in the Cube References. I am trying to update the 'Cube Name' in my Workflow Profile from 'Cube A' to 'Cube A1' because we would like to load the data into that sub-cube (Cube A1), but it gave me the error message below (screenshots below). Could you please tell what the error message is about and what I can do/check to fix it? Any answer would be so much appreciated, thank you!!  Cheers,Angel

Good EveningWe are working on an OneStream implementation and one of our sources of data is OpenAir. This solution is cloud-based. We are trying to extract data via a ODATA call.Does anybody have any code examples on how to use ODATA as a data source?Thanks in advance.Marco A. Rossodivita

I have a single Connector BR that makes several independent API calls to external systems. When it's called the Task Progress window sits at 11% with the message "Parsing Source Data". I would like to update the task as it goes along so the user knows something is happening.  I found reference to the below snippet but don't know how to properly instantiate the extenderArgs variable. I tried using it with Nothing but it did not seem to work as intended. Is there a sample of how I can do this in a Connector BR? Dim bValue As Boolean = BRApi.TaskActivity.UpdateRunningTaskActivityAndCheckIfCanceled(si, extenderArgs, activityDescription, percentCompleteToAdd)  Thanks.

Hello all, is there a way to export a file to a users local folder (Outside of OS share)? For example the exports drom Data Management or anything that we created in a BR?   I know how to send it to a table/DB, but the question is if i can export directly from OS to a local folder. Am I missing something very obvious?   Thank you in advance

Hi allis there a way to disable the "Create Journal" button  (red)and keep the ""Create Journal using selected template" button (green) I would like to force users to select specific templates where the entity selection is limited to the E#Root.WFProfileEntities So that users cannot make mistakes posting a journal on an entity which is not part of the workflow. Thanks in advance for the help.Marcello  

Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds.   The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 etc.  I tried #TWFYearM1 or just 1 or just M1 but none of them worked.  Help?  Also checked the documentation says nothing about format and there are no examples in Golfstream.

You will get this error during the import step. Reason - The load file doesnt have any data after transformation.( ByPass).  The underlying code looks to summarize the data when it finds nothing, it throws an error.

Hi, I have a number of files in my export folder that were created using a Data-Management step. However, even though I have system admin rights , the option to delete any or all files is 'greyed out'. So, how do I delete them when I have finished downloading them. Also, how do I then delete the 'date' folder as well ?   Thanks Mark

Hi All,How do I extract all the RCM account inventory to an excel csv file? I'm able to export page by page, but wondering if there is a quicker way to export all 10-15 pages. 

Hi all, How can I run a batch file from a Workflow within OneStream?

We have added a new dimension and associated transformation rules. Previously this dimension we set to 'None' through a static value text definer from the Data Source.I have removed this and now added the respective transformation rules needed, however when retransforming the data, this new UD is still defaulting and sitting as 'None' Any ideas? Or do we need to remove all the data files themselves and reupload to update the mappings? 

Hi All, Is there a way to integrate OneStream with Hyperion to extract data from Hyperion without user intervention? 

Hi all,We currently have an issue whereby when we seed our Actuals data to our Forecast scenario we have set up, the Actuals do not overwrite everything as we would expect in that particular month. So for example, some of the forecasted data we loaded via forms in previous months is not being overwritten once the Actuals are imported. So we're having to cleanse the forecasted data in the affected months which is quite time consuming.Does anyone know what might be causing this issue?Thanks,Ged

Hi, is there a way to create a data management export in dr cr signage for a trial balance?  We have a UD8 member set up for reporting purposes, but can't seem to get that to work on the export. thanks,Greg

I created Journal template in excel and tried loading via workflow. when I select it through  ,it goes through but nothing happens, meaning it does not get data populated to post it. It does not give any error either. attached is journal Thanks,  

We are trying to "Load Cube" data for a workflow named "WF_Historical_TBReport" and are getting an error message when the procedure finishes.  As you can see, the error message references a different workflow profile all together ("WF_R12_DataLoad").  The  "WF_Historical_TBReport" workflow profile has the "Can Load Unrelated Entities" field set to "True", so we don't believe it is a access issue.  Thanks in advance for your suggestions! 

Hi All,Can we build a transformation rule with a logic that if the target of lets say UD4 is 'xxxx' and source Account number is 'yyyy' then UD3 gets mapped to a particular code?To simplify- Need to look at Target for UD4 and Source for Account to map to a specific UD3.Thanks.

Acceptance Criteria: Definition of fixed, expected behaviour I created this enhancement request with 1Stream - do you agree with me ?  Do you have any suggestions to improve 1Stream design? Presently, we have to create workflows under OnePlace > under cubes. That does not make sense as a workflow can update different cubes and report from different cubes.Why not remove this Workflow hierarchy under Cubes?  Instead,  give us a new Workflow explorer- where we can customize our own folders to contain Workflows. For example, one folder for Planning WF, one for Budgeting.