Workflow and Data Integration

Dear all, Could you please advise is it possible to configure automatic e-mail notification about users' activities in OneStream (in order to have up-to-date information about changes in data? 

I'm struggling with something elementary here. I can't seem to properly reference a business rule in my data managment step. I've tried a couple of options - explicit workspace name and 'Current' which should both work, but I consistently get the error:Error processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.MyWorkspace.MyAssy.MyBR' is invalid.orError processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.Current.MyAssy.MyBR' is invalid.Using that name as a reference, this is how my App Workspace Heirarchy looks:Anyt input would be greatly appreciated!

Hi all,Trying to delete an unnecessary member from the metadata but it won't delete due to 'existing' data.  There isn't actually a value where it says a value exists but OS believes there is data there in currencies that are non-local.I've tried the DM Clear Data job but it only seems to see the Cube, Entity, Time periods and Scenario.  It appears to ignore any other dimensions specifications I include in any of those filters (i.e. additional UD dimension specifics).  Which makes it too broad for our requirements.  Tried to test this and even though the DM job succeeded for that cube/entity/scenario/time period, it STILL thinks there's data there and won't allow the deletion of the member.Hoping someone out there has run into a similar situation and has some suggestions to offer on how to truly clear a member completely so it can be removed from the metadata.  Thanks

Hi, I have recently reduced a PROD data table by several million rows but the Allocated table size has remained largely unchanged, as the reduction in the Used portion has just shifted to an increase in the Unused portion and the elastic pool usage has also remained unchanged. I'm assuming that if I run an app copy of PROD into DEV then OS will try to copy over the entire elastic pool size rather than differentiating between what is Used and Unused and only copying over the Used portion. A shrink and reindex has been suggested as a solution to reduce the Unused portions but I have been advised that running a shrink is a risky move as it can cause performance issues. I therefore wanted to check whether a shrink and reindex in the PROD environment, at least during monthly maintenance, is widely used and generally benefits the environment rather than being detrimental to it?

Hello,Could you please let me know the available options to pull trial balance data from S/4HANA Public Cloud into OneStream?Thanks, 

Hi, my company's OS data integration with the ERP system has been set-up to load monthly TB's into OS and for transactional tables to sit outside of OS but with the ability for OS to query and drill-back to view transactions. The transactional drill-back function is limited in that a drill-down first needs to be performed to get to the detailed dimensional intersections at the lowest UD level before a drill-back to view transactions (at that precise lowest level set of dimensional intersections) can be run. It is therefore easier to use a stand-alone BI viewer outside of OS to view transactions.Am wondering - is it possible to load ERP transactional tables into OS (this may contain millions of rows spanning multiple years) and for OS to then display transactional level detail across higher-level roll-ups (e.g. viewing transactions across a cost centre parent rather than only at an individual cost centre level), or even display transactional detail in quick views, essentially making OS

Hi All,There are two files. I can decrypt one file but unable to decrypt the second file during the integration stage, getting this error:Session details have been confirmed. No changes there.Any thoughts how I can troubleshoot this?

Hi, while reviewing the Workflow status view in the Cube root profile, I noticed a second tab called Cube that I hadn't previously paid much attention to. The tab appears to be empty. Does anyone know if this tab can be customized, for example by adding reports? What is the purpose of this page? 

Has anyone seen the above error message or have thoughts on what it might pertain to.  I am trying to load a delimited file to a BI Blend table. My test file only has 5 records. When I import the data it gets to 12% Complete - Translating Cache step. The only place I can find a reference to this field is on the file suffixed with '_RS'. BI Blend definition  Error Msg:  

Is it possible to create a data source to load annotations only from a flat file.I am tagging the annotations in the flat file with the View dimension.It seems like the data source always wants an "Amount".  Is this case I have no amount so when I Ioad the data file, I get an error that "No Valid Data Keys in File".  It seems that this should be possible.  Maybe I should do this via Excel loads. 

I have DEV and PROD OS environments. Is it possible to export the Gateway Configuration details from both OS environments and configure in one single Local Gateway Server? Or Do I need dedicated Local Gateway server for each OS environment?

Hello OneStream Experts, I was wondering if it is possible to set a value or retrieve a value (using XFGetValue) from user input for the "options" in the Data Export of a Data Management job while developing an Extensibility Rule.The goal is to give end users control over Data Exports without granting them access to the Application tab.Below is the code I developed to execute the Data Management sequence. I noticed there are a list of options that can be leveraged; however, I have not been able to set any values for these options. Any help or suggestions would be greatly appreciated.Thanks! 

I have drilled down to the bottom of both Origin and UD6 dimension which shows the data was loaded by corp accounting team.  However, i cannot view Audit history for Forms - it continues to show as grey'd out.   Does anyone know how to enable the audit history?  thank you.  

Hi Team, WhatIF_R&O_Adj is a Workflow Channel, and it is assigned under "Financial_WeeklyProcess" - "Base_Input Profile" (Refer the 2nd screen shot). when we are trying to unlock the channel. getting pop up like "'mnuWFChannelLockWhatif_R&O_Adj' is not a valid value for property 'Name'." and it is not listed under WF channel list(Please refer 3rd screen shot). Kindly help us to resolve the issue.     Thank you, Shiva Prasad.

Hi everyone, I have an issue in understanding how to implement multiple import steps within a workflow. My client will load data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as "adjustments" to the previous data loaded on the cube. At each import step, however, the data will be loaded in full (with eventual adjustments) and should overwrite the data loaded through previous import steps (and this is the reason why we don't use forms but we use multiple import steps). For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on. The problem now is that since we are using a different workflow profile at each step, the system does not automatically overwrite the data loaded through the previous workflow profile, and therefore the

Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue.  Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.

When using the BRAPi.Utilities.ExecuteFileHarvestBatchParallel function in an Extender BR, does anyone have any guidance and/or opinions on the proper setting of the parallelBatchCount parameter? My understanding has always been to set it to a maximum of the number of CPUs - 1 , available for the server performing data management or batch load processing.

Hi all,I need to set up a complex expression to assign a specific value to the U6 dimension based on 2 source fields. Below part of the list of those source fields.The code I set up for the complex expression is the following:Dim fields As List(Of String) = api.Parser.DelimitedParsedValues() Brapi.ErrorLog.LogMessage(si, "Field count (List.Count): " & fields.Count) If fields.Count > 4 Then Dim loadedAccount As String = fields(4) Brapi.ErrorLog.LogMessage(si, "loadedAccount: '" & loadedAccount & "'") If Left(loadedAccount, 2) = "00" Then Return Right(loadedAccount, 8) End If Else Brapi.ErrorLog.LogMessage(si, "WARNING: only " & fields.Count & " fields; skipping Account logic") End IfEvery time I launch the loading process, however, it prints the WARNING message for all the rows, as if it didn't find any source field.Am I doing something wrong / is there an alternative way to retrieve the fields values that I am not considering?Th

How to configure the OneStream system to push the transaction and master data (dimensions) to Snowflake without manual intervention? I need step-by-step Info how to pull data from Snowflake into OneStream.

Hi everyone, I need to create a few journal templates so that they can be filled up in Excel and subsequently loaded into Onestream. I found online screenshots of some journal templates in Excel like the following one:but it's not clear to me how can I create it. Is there a way to export in Excel the already precompiled structure of a journal from Onestream? or do I need to create it manually in Excel?Any suggestion would help!

Hi everyone, I'm currently working on integrating OneStream with Dynamics 365 (D365) and would love to hear about your experiences. Specifically, I'm interested in knowing which connector you used for the integration. Did you opt for OData, Synapse Link, or another method? Any insights, tips, or recommendations would be greatly appreciated! Thanks in advance!

I have a requirement to load to the most recent unlocked period.  Using VB or C#, how do I check if a period is locked or unlocked?Thanks,Scott

Originally posted by Krishna SrinivasanHi - I am loading a simple CSV file into my Cube.   - Created Data Source - The Scenario & Time Dimension are Current Key. - Created Transformation rule. - Created Workflow profiles - Start the Import Porcess and got the below error   Summary: No valid DataKeys (Scenario / Time) found in data source.  Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source.   As anyone encountered this issue ? It is so strange even if I am not passing any values in the Data Source

Hi Everyone, We are trying to incorporate the status of the IC-Matching Report into the Confirmation rule. While reviewing discussions on the community board, I found the following object: brapi.DataQuality.Status.GetICMatchingStatusItems. However, I am having trouble getting it to work in a script. Could anyone share how they prevent users from confirming the workflow if the IC transactions do not match? Your insights would be greatly appreciated!    

I need to move some files around the various folders on our SFTP server and I am trying to do it via the Extender BR. Basically I need to move the files from the staging folder into various other folders based on the file names. The rule below compiles successfully. When executed, I get the exception on the second pass ("Chase" related) but no files are being moved anywhere. I am stumped at the moment and would appreciate any suggestions. Thank you in advance. Yan   Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Set up SFTP connection session options Dim sessionOptions As New sessionOptions With sessionOptions .Protocol = Protocol.Sftp .HostName = "xxxxxxxxxx.xxxxx.com" .UserName = "XXXXXXX" .Password = "xxxXXxxxXXXXXx" .SshHostKeyFingerprint = "ssh-rsaxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxpNuL5H42WiDJY=" End With 'Us