Workflow and Data Integration

Hello, We have a custom business rule that does some account reversing we run centrally at the end our month end process. using a dashboard We're putting in a new lease process within OneStream and was wondering, is there a way instead of giving the front end user more steps within their workflow, that I can attach the business rule to the import step and once they run the "Load and Process" portion of the import step, the business rule will run? Thanks, Will

Hi Community, I’m working on a data load in OneStream and need to enforce two validations on the Entity dimension during the upload process: Entity name must end with _PX. Entity’s metadata Text field (e.g., Text1/Text2) must contain PSC^. (Basically  Prevent data from being loaded to anything but a PSC entity) Currently, I see the Logical Expression and Override Settings on the Data Source column, but it seems limited to simple operators like Ends With or Like.My question is: Can this be achieved using a complex expression directly in the Data Source column settings? Or do I need to implement this as a Transformation Validate rule or a Data Source Business Rule? If a Business Rule is the right approach, could someone share a best-practice snippet for checking both conditions (including metadata lookup)? Should I create a conditional rule and add to the logical expression above?  

The Excel form template has the range XFF defined. It worked for some users, but does not work for others.  The error they got is:"File does not contain valid range tokens, token XFC"How do we make the range XFF work for everyone? Do they have a different setting on their application or laptop?   

Hi Everyone, I'm trying to build Data source and transformation rule for multi period manual data load through single file. The import step didn't succussed. Can anyone suggest time settings in data source & transformation rule. I selected data type as "Stored Data key text" in Data source .My source file format is  Col1 has GL accounts, Col2-13 Jan to Dec data.  

I have a matrix data load question.  I get the concept of how the matrix data load works. I haven't done too many of them, so I want to make sure I'm not missing the basics.  The file I have has the year on one of the first lines in column 9.  The next row contains the headers with periods in 12 separate columns.     Is there an easy way to get the year from the first line (without a lot of code)?  Or should I get year based on the POV?  Then I am guessing a complex expression in the time columns to build the OS time key?  I know I can do all of this in code, but I don't want to skip over any out of the box functionality or best practices. Any good guides on some of the best approaches with the Matrix load? Thanks, Scott

Hi everyone,I want to run the export to the cube for a specific department. The reason is that my current process deletes all the information in other departments. Is there a way to apply a filter to this process?  

Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button?we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action?here is how we set the button  Can anyone help?Thanks and regardsMassimo

Please share your Workflow leading practices to input data to Parent Entities. Thank you.In addition, please help us with three initial questions below: 0. Workflow: Parent Input – Forms/O#AdjInput- Is this Workflow the leading option to input data to Parent Entities? -- We prefer not to use Forms/O#Forms by creating alternative Base E#/A# Members as they are massive.0. If Forms/O#AdjInput is the leading option:1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'? -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default?Loading Form Data2. Form Input Template: Format – CSV v Excel -- CSV v Excel: which template format is better and why? -- CSV Template: please share a copy here per OS Support.  -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide.Thank you, S

We're planning to load data from Oracle EBS into OneStream thru REST API. However, during our tests, we are unable to reach Oracle EBS using both postman (error: getaddrinfo ENOTFOUND) and business rule (error: remote server cannot be resolved).Infra team from the Oracle side asked us for the Static IP that OneStream uses but I am not familiar on how to get this, any thoughts? They'll use this so that they can configure and allow requests from this IP. Appreciate your help.

Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.  

Hotfix  8.4.3 addresses, among other things, security vulnerabilities found in the third-party Roslyn Compiler DLL.  How do you know if you are using the Roslyn compiler in your implementation of custom code and, therefore, at risk if you are?Is the Roslyn Compiler only used by the WinSCP libraries (and therefore its removal is WinSCP-related)?  Or are there instances where Smart Integration Functions would be using the Roslyn compiler outside of the use of WinSCP?  

Hi !When working on Data Adapter method types, there is alsways a mention about a filter, like here for the WorkflowProfile method : Example: {AllProfiles}{Empty String or Filter Expression}.However, what are the different filter expression available ? So far I was able to use "=" or "<>"... is it possible to use contains, do not contains, like ? Many thanks !Regards,

Hi All, In our multi year planning process, most entities need to upload four sets of fixed costs (all loaded by the same team, but sent to that entity's finance team by different functional teams), in addition to all the driver-based costs we're calculating (mostly based on form inputs).  For the four sets of fixed costs, we have four import profiles under the same parent workflow.  The entities import their files and then run a DM sequence from a dashboard to run the validate/load for a range of years they can select.  When they run this sequence, all import profiles (under the same parent) that have been imported are validated and loaded.We had not set up workflow channels on the different loads, and everything was working as expected.  The different import profiles will use some of the same accounts, but different sets of cost centers.  We did not see any collision of data when the same accounts were loaded, and if a balance that had previously been lo

Hi all, Could you please advise how to find error in Excel file which we try to load in OneStream on Import step of workflow. When I click Process button after uploading of file, I see the below message:  Invalid URI: The hostname could not be parsed. Unable to execute Business Rule 'ADU_SolutionHelper'.A malformed URI was found in the document. Please provide a OpenSettings.RelationshipErrorRewriter to handle these errors while opening a package.   

Please share your practical advice to secure Workflow Profile Hierarchies per the two requirements below. Thank you. A. Workflow Profile Hierarchies: Admin v Builder/Business0. 'Cube Root Workflow Profiles' | Admin and Business | Top Level Cube_suffix1. 'Default/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles'2. Admin 'Parent/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles'3. Business 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles B. Two Workflow Requirements: Admin v Builder/Business1. Builder not allowed to see/create/edit:- Admin 'Cube Root Workflow Profiles'- 'Default/Child' and Admin 'Parent/Child Workflow Profile Types' | Admin 'Cube Root Workflow Profiles'- 'Default/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles'- Admin 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles'2. Admin/Builder allowed to see/create/edit:- Business 'Cube Root

Hi All,We have a parameter attached in the entity POV of all our cube views, and it works perfectly on base level. However, not in the review level workflow.Is there a way to include dependent entities in a review-level workflow via XFBR String? The entities in the review level are dependent, coming from the assigned entities in base level workflows underneath it.I have tried using objList = BRApi.Workflow.Metadata.GetDependentProfileEntities(si, profileKey) with no luck. Perhaps I am missing something.Bound list has been tested as well, and attaching the parameter in the POV of a cube view, only works in the base level workflows as well.  When the workflow is a review, it will show a full list of entities that we do not want. Is there a way through the XFBR string and parameter in the member dialog?Appreciate all suggestions.

I would like to build a business rule that will execute when user attempts to submit or quick-post a journal. The rule will check that correct Flow dimension member had been used and display the message to the user if that is not the case. If anyone has something similar in use, can you please share. Any advise will be greatly appreciated. Thank you! Yan

Hello Community - Looking for extender BR to automate by coping bunch of csv files under file share folder on to external Azure storage, any help is appreciated. Thanks.    

I have an issue, since we migrated to V9, OS is adding on its own a space after transforming a member and this prevent us from loading the data to the member. (This is in the validation step when it fails)Data source has been checked, adjusted, and tested in many ways. The extra space doesn't come from here.Transformation rules have also been tested in many ways, and the space is also not here, we event tried one-to-one, masks, all ,and this is not the issueThe error is only happening with 2 UD3 members US4 & CA4 both ending in 4, I created a fake one for testing "US41" and this one works fine. I have been checking with OS support, but they just want to repeat over and over the same testing we already did with them on a callTo me, after checking all that I could, seems like a bug in the new V9.1, but if anyone has any ideas please let me know.

We are currently in the process of upgrading to OFC  PV840-SV112 and just applied the upgrade to our Customer Acceptance Testing Application where we have our imports and matching running daily.  However, the amount of data imported is much less in this applicationas it is using a test database to import the data from and one of the matchsets has not imported any data for many months. The matching step for that matchset erred out a couple of days after the upgrade with the message "The supplied Workflow Time is more than 3 periods after the last import period".  We discovered that if we loaded just one "dummy" row for the matchset that the error stopped happening. My questions are - has anyone else noticed this?   And, if so, is there a setting somewhere to either turn this check on or off or increase the number of months that it looks back? Thanks for any information you can provide.

Is there a way to set up a single matrix data source for a file with accounts in rows and entities in columns where the entities could change, as well as the number of entities?  Can you set up matrix for max number of entities and read entity from specific row?

Hello all, I joined a company where they have implemented OneStream solution. I have access to the platform, and still exploring the way it was implemented. I am currently working on integrating OneStream with an external platform and need to export audit logs using the product's API. While setting up the request in Postman, i've encountered difficulty identifying the correct values for the following parameters: ApplicationNameAdapterName Despite reviewing the available documentation, these tags remain unclear. Has anyone successfully queried audit logs via the OneStream API and can share insights on where these parameters are defined or how to retrieve them? Any guidance or examples would be greatly appreciated. Thank you in advance!    

Hi,in a connector business rule, when a dimension has a business rule logical operator, is there a better way to build the SQL drill back query than reverse engineer what the business rule is doing?In the example below the business rule brings "Zero" to the stage when the source UD1 is null. The code in the drill back is reversing that to get the right source data:'UD1 If sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString.XFEqualsIgnoreCase("Zero") Then whereClause.Append("And (Department IS NULL Or Department = '') ") Else whereClause.Append("And (Department = '" & SqlStringHelper.EscapeSqlString(sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString) & "') ") End IfHowever, this is a simple business rule. I am wondering if there is a way of getting the source data before it is passed through the logical operator business rule, to reduce code complexity in the drill back. Thank you

Hi All,This is probably an easy one, but I am stuck.I have a Dashboard dataset rule that used FDX to run a query.  It takes two input values. I have a data adapter that calls that BR and I can hardcode parameters in there to pass to the BR.  Now I am trying to call that Data Adapter using the REST API.  I am trying to pass parameters using CustomSubstVarsAsCommaSeparatedPairs.   How should I have the Data Adapter set up to accept these parameters.  For reference the hardcoded query looks like this:{_GetData}{GetDataSet}{ScenarioName=Actual, TimeName = 2024M3}What do I need to change "Actual" and "2024M3" to in order for it to use the values from the REST API call?Thanks,Scott

Hi everyone,  I’m trying to connect to the OneStream internal database so I can access the application data using DBeaver as my database manager. Has anyone successfully done this before? If so, could you share the steps or any tips to get it working?Thanks in advance for your help!