Workflow and Data Integration

I need to build a button where with a single a DM Sequence with multiple steps as well as a Dashboard Extender rule runs.I earlier thought that we can have a Execute Business Rule Data Management Step as one of the steps within the sequence but I wasn't able to find Dashboard Extender Rules within that.Can any of how guide on how that can be done? Thanks.

Hi All,So I copied scenario using the Data Management Job and using the below Custom Calculate Rule:Api.Data.Calculate("S#ScenarioType1:O#Import:V#Periodic = S#Actual:O#Top:V#Periodic")Now whenever I am running a consolidation for ScenarioType1 at the parent level, all the values within the base is getting removed and neither is the parent populated. Can anyone help me with incorrect step am I doing?

Originally posted by Rich House4/22/2020 Hi, can I do this in transformation rules. I have cost centres 10001, 10002, etc. in the source in OS I have CC_10001, CC_10002 etc. Can I write a mask rule that says rule expression * and target value CC_*?

Hi all,I would ask your help on this topic.I would like to develop a workflow in which the requested steps are different from month to month.The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below ExampleJAN:    Forms:    Balance Sheet, PL    ValidationFEB:    Forms:    Balance Sheet, PL    ValidationMAR:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)    Validation    CertificationAPR:    Forms:    Balance Sheet, PL    ValidationMAY:    Forms:    Balance Sheet, PL    ValidationJUN:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...) 

Hello OneStreamers,I've just upgraded to version 7.1.1 and noticed some unfamiliar messages popping up in the Error Log:Summary: OneStreamRelay Service startup has Disabled!.Summary: Smart Integration Connector Service is disabled.I've checked the release notes and reference guide and couldn't find any topics related to these services. Can someone please explain or point me to the related documentation?Thanks,Cosimo

Hello,is there a way to automate the creation of form template assigning the same name of the cube view?I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view". Thanks in advance for the help.Marcello 

Hello,I haven't yet found how to extract at once, all the Workflow Profiles for all entities for a single task.For instance, I need to extract the "import XLS" task for all entities, and not select the WF Profiles task entity by entity.In the module Load/Extract, it does not seem possible.Do you know how to do it ?Thanks,Regards,Harry

In our people planning when you hit Complete on the Workspace it automatically goes through the Import, validate, Load steps.  Is there any way to do this when you start with Import, Forms or Journals and have it only stop if there is an error?  It would be much nicer if the user could kick it off and go do something else and have it be done when they get back.

Hi I want my UD3 value to be None for all BS and Revenue Accounts and then only look to the department to the 1:1 mapping if it is an expense.   I created composite rules that have for an example the expression A#[1*]:UD3#[*] with an order of zero and then the 1:1 mappings with the order of one but it still finds the 1:1 rule first.    Does the order only work within the Type and they always trigger 1:1 types first?  If that is the case an recommendations?  PS we are currently doing this in the data source but we run into a problem when we have a new account that they have to reupload the file again so that it knows what the account mapping is.  I figured if I put it in the UD3 transformation that the account transformation would have already happened.Thanks in advance!

HI I am trying to automate a data extract process to send data from OneStream to another system eg Anaplan. I have a data Mgmt job to Export the data to a CSV on the file share. I now want to move that CSV file from the file share to say my desktop for example (or any other file storage place). Has anyone done any routine like that? If so is there any BR in OneStream that can be used for that. I havent done this before but sure others may have come across this so just wondered what the best approach would be. Thanks!Tahir

when down load excel add in 6.3 it shows as OneStream XF in tool bar. Once you open you excel workbook with data, the data will not show unless you disable the Excel add in from COM Add-ins. can some advise how to fix the issue? 

Hi Team, i am trying to import an attribute in stage using excel template but not able to make this work. Please suggest where i am going wrong. Following is my Excel template where using tags to import:Excel template tag for Attribute1Following i defined in my data source:But, when i am importing, the InvoiceNumber column always shows blank: Thank you,

We have an issue where in an excel template when opened by few users the formulae doesn't work as expected They get  _xlfn ._xlws prefix before the functions which is because workbook contains a function that is not supported in the version of Excel that they are currently running Excel version used on the users machine is 2016 and according to onestream this is a compatible version with 7.0.1  Error screenshot below, let me know if anyone ran into similar issue This is not an issue when the same template is opened using excel part of office 365  

Hi all,I'm having an issue whereby I'm importing profit and loss actual's data via a csv file into one of the data upload workflow steps we have set up.However some of the data is being loaded into months it shouldn't be, even though on the in the csv file the data is pointing to the correct time period.So for example in the upload file, data is put against time periods such as 2023M1, 2023M2 etc. Having imported the data, validated it and loaded it to the reporting cube we have, some of the data is being loaded into 2023M1 and also 2023M2, when on the upload file it's only on there once against 2023M1.I've checked the transformation rules and everything is set up correctly in terms of translating the import file, so I was wondering if anyone has come across this type of issue before or if anyone has any advice as to where I could look next?I'm pretty new to OneStream so any help would be much appreciated.Thanks,Ged

Originally posted by Cheryl Nasta Has anyone successfully created an external data connection to a database on an AS400?

Hi all,I have an issue whereby I'm loading our company actuals into OneStream, but if a General Ledger code has no data in it but had data in previous months, I think OneStream assumes the YTD value to be zero and so the opposite total of the previous months is being loaded.So for example the YTD total of repairs & maintenance may be £100 at Apr-22, and in May-22 there are no further transactions so the YTD position is still £100. However as no transactions occurred in May, when the data is loaded      -£100 appears in May.I've checked the DateSource and TransformationRules we have set up, I cant see a reason why this would be happening as it's all set up as 'Periodic', and so only the data from the initial load should be include.Does anyone have any ideas as to where the problem my lie, or where I could look to try and see why this is happening?Many thanks,Ged

Hi,I have persistent derived figures in some calculated accounts that I cannot delete.My account is set with ZeroViewFoNonAdj = YTD, but for some reason the derived figures still appear in Grey in my Cube View:Is there an soft way to clear or reset this (except a Clear/ reset scenario) ?Thank you.Aurélien 

Hi All,We're currently trying to map IC relationships in the transformation rules where the source data doesn't contain this field. We can map this based on the GL account from the ERP system but just unsure on how to do this in OneStream. Essentially we'd like to use 1-1 mapping but based a different column other than the IC in the source, is this possible?Thanks,

We have a bunch of related party accounts that need to equal other locations within the company similar to intercompany. It would be nice if this can be added to the IC matching table that is on the workflow. I do not want these to eliminate but have visibility to the locations that these accounts are out of balance. Has anyone dealt with something similar to this and if so how do you go about it? 

Hi,Do we have a mechanism to map unmapped item to a holding member ( specific member of the dimension) during the data load to prevent data load failure.Thanks 

Hi All -    I am attempting to export Stage Data through a Data Management Job using a Business Rule. The customer is hoping to remove some columns from the export and filter down the data by selecting Entity & UD1 prior to the export. Has anyone ever modified the data export sequence extender rule?     Thanks, Emily 

Hi AllIs there a way of clearing data that is already in the application using the XFF file format? I have tried NODATA, nodata and -. I have searched the documentation but I can't find any reference to it.Thanks

Hello,How can we navigate to a specific workflow step from a button? That workflow step holds a form template group at present. Can we have navigation on button click to that form template group?Any leads would be appreciated.

Hi,We want to import data from Oracle EBS Cloud (v.12.2.9) into OneStream Cloud. What would be the best way to do this? Should we use REST API? Thanks!

Hi- Our scenario is set up as Range ( say 2022M1 to 2024M12). I have a database table which have Jan to dec as columns and I have Year also as a column. So we have different year 2022, 2023 as rows and the data is in Jan to dec. IS there any way to load all of this together. Right now i can use a matrix data and put in a complex expression which can either say workflow time & "M1" etc or i can read a literal parameter read the year to be loaded and i can concat and return in the data source. But is there a way in data source complex expression or a parser business rule that I can get the value of another column  in the data source , so i can reference what is the field value of the year and the concatenate that.