Workflow and Data Integration

Originally posted by Kathy Dyda I am setting up Transaction Matching for our Cash Reconciliations.  I have ~70 separate data sets and the data source is one file - thus I am using Data Splitting.  A separate workflow profile is needed for each data set - properties are the same only the name is different.  It seems I should be able to copy a sibling profile, change the name and save.  I have not found a way to do this.  Any recommendations? (for a bit of humor, if anyone is curious it is six page downs, and five arrow downs to get to the 0_Frame_TXM_OnePlace - Transaction Matching workspace dashboard)

Originally posted by Mike KralCompany has a few hard carriage returns in their data file.  OneStream processes it without error but multiple lines gets created and the data does not get loaded.  Looking for guidance or a snippet of code to add to the data source to remove this hard return and get everything on one line.  Thank you!

Originally posted by Charlotte Mikes We see it in the data import but it goes to none when it get validated.   The IC code has been set up in the IC dimension. I don't know where to go look to find out why the IC code load but during transformation/validation it go to none

Originally posted by Darpan Bhansali Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali

Originally posted by Ted AitasIs there any documentation on Data Sources - Data Mgmt Export Sequences?

Originally posted by Patrick Victory Let's say we have ten thousand vendors in the source system. Most (~6k) of the vendors are minor and we don't need to maintain detail about them but we still need to load all of the data. We've built out the dimension to have our "important" vendors in the appropriate hierarchies but I'd like to map all other vendors to an "Other Vendors" member. The problem is that the only way I can think to do with transformation rules is create a 1:1 map for every vendor in the dimension (~4k rules) and then a final *:* to map the rest to Other. This seems like a really terrible solution; management would be a hassle and it just looks bad. I've tried to brainstorm around some kind of connector BR logic that uses a descendants function to return a list of all vendors in the dimension and then write logic based on that but I'm not exactly sure how to implement it and it would destroy the vendor IDs themselves so drilling back would be problematic. The other soluti

Originally posted by Barry Nuckolls 3/13/2020 Short of joining to a dimension table to get a member's description, is there a way to configure the blend table build process to use a member's description (alias) instead of the member name?

Originally posted by Mike Kral Can you have a Workflow where you load data for all entities but then have other Workflows where you disable the Import Channel but use the Forms Channel? We are attempting that but once you disable the Import on the other Workflows then the Central Import data will not validate as it states there is not a open Import Channel for a specific entity.  The entity is assigned to the other Workflow so that those users can complete Forms.

Originally posted by Catherine MartelDoes anyone know about a report that will show closing status in task manager on prior months that we could give to our external auditor as a proof of internal control? thanks    

Originally posted by Barry Nuckolls 3/3/2020 I am trying to come up with an Analytic Blend example with the client's metadata/data on the UPS project. I have put Building and Division as Attributes 1 and 2, respectively. I did not put aggregation points for either of them in the BI Blend workflow however. I did put aggregation points well below the dimension tops for some but not all dimensions.  

Originally posted by Andrea Tout11/14/2018I know you can have a dashboard that lets you click a cell in a cube view and refresh a chart in the other panel, can you do it with the studio report?

Originally posted by Geoffroy des Dorides4/27/2020 Import data on multiple scenarios within the same workflow and without changing the scenario in the POV: If scenario ACTUAL is selected I am able to import in my workflow only files of Data for Actual scenario. During the Actual process, my client is loading ACTUAL data and restatement on other scenarios such as ACTUAL_LY (actual comparable last year).

Originally posted by Sean Hogan 10/11/2018 Remove a user's ability to input data within a workflow where they have access to Workflow Execution Group? They require access to the workflow for Certification purposes only but must be part of the Workflow Execution Group to actually execute that Certification step

Originally posted by Chris Bielinski 2/18/2020 I have the need to have about 100 users acknowledge that they are done entering their budget. I can create a dashboard that they need to mark yes they are complete and assign it to a workflow profile and track the data that way. However I want to make sure I am not missing something that could be doing with other WF profile types like Workspace, Certify, etc..

Originally posted by Rassie Smit 12/13/2019 Does anyone have an example of how to apply the Confirmation Rule across several years, displaying each value separately?

Originally posted by Rob Dessureault 2/19/2019 Threshold in a specific currency for a confirmation rule?

Originally posted by Eric Osmanski 10/29/2019 Created a rule to auto certify these WF Profiles using BRApi.Workflow.Status.SetWorkflowStatus(si, wfClusterPk2, StepClassificationTypes.Certify, WorkflowStatusTypes.Completed, "", "", "", g). This is working great. However, we have noticed it does not update the status (still is In Process) and the status is what is reflected in the Certification Reports, which is showing the wrong status. How can we update the "Status"?

Originally posted by Leticia Fernandez 3/9/2020 "I am receiving the following error when trying to confirm a Review WF ."Workflow Profile [EnPro] does not have any entity calculation/confirmation definitions or if it is an input type profile it does not have any associated workflow profile entities""

Originally posted by Andy Moore 5/15/2019 You can do a Ctrl+F to open a search bar that will search for keywords in any column

Originally posted by Christine Kennedy 9/27/2019 Has anyone used confirmation rules on register data?

Originally posted by Hans van der Kemp Importing a journal import file via DM job using BR error

Originally posted by Tommaso Massai 6/24/2019 We cannot add any attachments to certification questions, can we?

Originally posted by Tommy Sandi 7/3/2019 Can I have statuses for each IC relationship instead of only entity? I would like to create multiple lines in the bottom section. It is fine if the status of the confirmation rule itself is only one.

Originally posted by Christina Otello 2/28/2018 Can someone or a few someone's share their certification questions?

Originally posted by Eric Osmanski 7/15/2019 if you use DE123 as a Workspace, you pretty much cannot do confirmation rules.