Workflow and Data Integration

Originally posted by Matt Grundey6/13/2018 Hello, question on data sources. I have a fixed width file format but I have a document number that the client wants to import as an attribute but it doesn't repeat on all rows. The document number appears on line 1 and then all rows under it use that same document number until a new document number is displayed. Has anyone come across this? Any suggestions on how I can handle it?

Originally posted by Eric Osmanski6/15/2018 Has anyone done mappings based on parents? For example, I have a source field in the GL 100-900 that maps * to * with UD1. I want to map UD2 based on the PARENT the source field is in in OneStream. So, if the Source Field is under Project X, then map to MemberA. If Source Field is under Project Y, then map to Member B.

Originally posted by Sam Richards7/9/2019 I know in OS we have the DM clear that will clear a whole DU by origin or we can write a Clear rule with the is no data set to true but I was wondering if anybody has came up with anything else or if there is anything I am missing. A use case would be that you seed the current forecast with the prior forecast as a durable calc data so you need to clear say 20 accounts for a given period (Periodic Scenario) across a few DIDs so it would take some time in a form (plus you still have data in the import and forms origin). In Hyperion they would use the #missing s to clear out the data from what I am being told. I am thinking about going down the path of allowing a zero load to clear the data then running a rule overnight to clear out all the zeros to clean back up the database.

Originally posted by Jon Golembiewski3/11/2020 Got a data source puzzler - I have a file with two amount columns that I need each amount to go to different flow members. The first amount will always be Euros but the second amount needs to go to Flow Members stored in another column. Screenshot of the file is below. I can't figure out how to pull this off. First I tried a matrix data source. It correctly creates rows for both amount but always uses the Column header as the Flow. I tried to use a parser rule to point it to the other column but it just picks up the column header of the other column and not the row values. I am currently trying to use a derivative rule but keep hitting dead ends. I think I've maxed out my data integration expertise so wondering if anyone has done this before or has any ideas?

Originally posted by Craig Masters12/3/2018 Data Source Parser Question: Client's data file contains 12 columns for the months no matter when it is run for the year. If it's January, it will have 12 columns showing Jan - Dec. Does anyone have a Parse Rule or another method of getting just the current month to import.   

Originally posted by Matt Grundey5/23/2019 Data source question, is there any way to import a file that doesn't have a repeating member name on each line. If I have a file similar to the one in the picture (but saved as a CSV or tab delimited), is there any way to load the file and have the system repeat the cost center numbers on the relevant line?

Originally posted by Michael Malandra6/24/2019 Has anyone use the rounding option on a data source? I have a historical file with fractions of cents that we do not want to load.

Originally posted by Andrea Tout7/10/2019 I have an odd data source if someone can help me. The Data Source works that the second to last column has the data, and the last column has a "cr" if it should be negative. So I wrote this complex expression:   Dim secondarCol As String = api.Parser.DelimitedParsedValues(8).Replace("$",String.Empty)Dim primaryCol As String = api.Parser.DelimitedParsedValues(9).Replace(" ",String.Empty)   If primaryCol = "cr" Return secondarCol.XFConvertToDecimal *-1Else Return secondarCol.XFConvertToDecimalEnd If This errors out, and I have tried a lot of different variations. However, if I pick the cr column to the left of the beginning balance (column 3) it works fine. so I figured out that, it only errors when you try to pull anything on the last column. This is because the file is tab delimited, an if there is no cr in the last column, there is not tab before the last column. This basically makes have of the file 10 columns and the other half 9

Originally posted by Tiffany Ma5/25/2018 How are people handling scenario data copies?I’m trying to create a dashboard with a button to call a DM job to copy from a static source scenario to a target parameterized Scenario. Is there a way to pass a parameter in a DM job?Alternative is to have the dashboard button call a custom calc BR that runs the data copy, but I don’t know if I’m able to do that bc I keep getting an “invalid destination data unit in script” error. I don’t know if I can run a scenario data copy from a custom calc.

Originally posted by Cosimo Palmisano4/26/2019 Matrix load using a Connector DataSourceI'm trying to setup a data source for matrix loading using a connector data source / query which returns 12 columns of data (M1 to M12). I've setup the data source to include 12 Time source dimensions with data type being Matrix DataKey Text. The source field for each time source dimension are fields P01 to P12 as shown in screenshot below. Has anyone tried this? For the matrix field, how do I determine which time member the field is supposed to represent? Each time column is named P01 to P12 so would the Matrix Header Value Line be 0?  

Originally posted by Jon Golembiewski7/19/2018 Has anyone seeded or copied data from one scenario to another where dimensions were extended in one of the scenarios? For example, Actuals accounts are extended from Forecast accounts i.e. Actual Accounts are at a detailed level and Forecast accounts are a summary level. So then in the copy rule you are copying a parent account into a base account.

Originally posted by Sam Richards3/29/2018 Has anyone leveraged the transformation process on an import to do a weighted average? I am thinking this is possible leveraging the derivative mappings but I wanted to confirm. For example if I have 5 loans that have an outstanding balance of different amounts and all have different rates. In the transformation process these then loans are going to have a many to one mapping all going to one market. What I would load into the cube for the market would be an weighted average based off of the loan balance.

Originally posted by Michael Malandra6/18/2018 Do we have a KB article on using Excel files as a source for an Import? I have formatting questions.

Originally posted by Matthew DeCarlo1/10/2020 I am trying to load budget data (which contains the 12 amounts in a single record, in multiple columns) from Excel using the import template, but unable to figure out the syntax for the column headers for the amounts. I have tried various formats but no luck. The latest version that I tried was: AMT#::[T#2019M1] AMT#::[T#2019M2]... I received an error indicating that there was no business rule [T#2019M1] . Any help would be appreciated.

Originally posted by Hans van der Kemp3/20/2020 I am trying to map historical data from SAP-BPC into OS. BPC has some accounts where 3rd P and Interco are booked on a single account.The ""top"" member is stored and is called ""TPTOP"". This member contains the sum of 3rd P + Interco. The Interco partners are also stored as ""IC1"" etc The issue is that the 3rd P component (our I#None) is generated by analysis services, and is therefore not stored. It cannot be extracted from BPC.So I would like to create a complex expression or BR that does ""I#None = TPTOP minus IC1, IC2 etc""Does someone have a snippet available for that?Another option could be to (manually) create an additional 3rd P load file, just for I#None, and merge it with the regular source file. But I prefer the code solution, because it is repeatable. 

Originally posted by Craig Masters4/5/2018 Is there a setting that needs to be changed to allow Zero's to loaded? When I load a file with zeros, those lines are stripped out in the staging table. I need to merge a file with zeros to replace the amounts currently in the system.

Originally posted by Chul Smith4/27/2020 How can you re-open workflows?

Originally posted by Chad FortmanOS Version: 6.0 Platform: Cloud   Hello, I am working on an enhancement for our automated change management process.  Lately the focus has been on Workflow Profiles.  Within the AuditWorkflowProfileEntityCalcs table (Application Database) you will find a column for CalcType which holds a numerical value.  I would like to find the enum or table that holds the friendly name that correlate to these values.  The API Details & Database Documentation help file does not seem to contain anything related to this column.  Anyone know anything about this?

Originally posted by Michelle Greenberg We are in the process of implementing OneStream and our biggest business is on SAP S4.  We historically had an automated interface from SAP to BPC and would like to do the same with OneStream.  We are looking for other customers that have successfully implemented this that would be willing to share their experience

Originally posted by Krishna SrinivasanDoes anyone connected Oracle Database as external DB ? If so could you please provide the connection string OLEDB or ODBC ? When I try to connect am getting the below error using OLEDB ?

Originally posted by Sarika PatilData from particular workflow profile, Scenario and time has been cleared. Trying to reload data  for the same workflow profile scenario and time. Got below error while loading .csv file Error: An Entity with same key already exist for .csv type file.    

Originally posted by Sheila GraffOur company is in the build stage.  We are looking for some input from OneStream clients on their experience with building a granular workflow profile.  Looking for pros and cons.  If you stayed with this approach or ended up pulling back.   Any insight is appreciated! Thanks!