Workflow and Data Integration

We have a form in our workflow for budgeting. Users have the option of interacting directly with the form or using a spreadsheet template we provided to update their values.  There are pre-seeded values in the cube. Users can then make adjustments to the amounts. When users are updating via the form, we are getting values replaced like we would want. However, when users interact with the form and update via our provided excel file, the amounts are getting appended to the original value. We can't seem to locate where this behavior is triggered on upload to form via Excel. Is there something in the VB we need to adjust, or is this a 'standard' behavior. We'd like to let our users simply replace the values.  Let me know if you need any add'l clarifications. Regards,DK

The query from SAP is currently returning the negative sign in the last position of a cell.ex.  20.56- when it should be -20.56Is there an SAP function I can add to the SAP connector solution that would place the - in the first position and how would I achieve this in OneStream?

Dear all,Do you have any idea how we can lock a workflow that has not any attached entity on it but should be based to a UD1?Thank you 

I am executing a Copy Data Management step which references a literal parameter (NOT in Default workspace) to get the scenario value. However, I am receiving an "Invalid Parameter" error when trying to use the parameter even though I confirmed the parameter is named correctly and has a value.  However, when I created the same parameter in the Default workspace, the Data Management step executed successfully.  In a Data Management step, is there a way to denote which workspace the parameter should be coming from? I tried something like: workspace_name.|!Scenario_parameter!| but no luck. Is there any documentation on this? 

We are looking to load data from a year-to-date (YTD) consolidated statement of subsidiaries. The statement is in matrix form, with accounts (both balance sheet and profit & loss) in rows and companies in columns. Each company has two sets of columns: one for financial results and one for eliminations. How can we set up the data source to read multiple companies' statements from one file? We would like to load eliminations to a separate origin (Elimination). How can we change the destination for the Elimination columns?  Also, how do we set up bypass row so that the load ignores headers and total rows? I noticed those rows can be identified by the Account column, where if the account is blank, then bypass. 

Hi, I need to build some tables in the application database. I am using a extensibility rule with a StringBuilder and the BRAPi.Database.ExecuteActionQuery command to do that. The "Create table" command is working fine. Eg:sqlScript.AppendLine("CREATE TABLE [PayrollMapping](")sqlScript.AppendLine("[Payroll]  varchar(255),")sqlScript.AppendLine("[Pay_Basis]  varchar(255),")sqlScript.AppendLine("[Salary_Annual_Factor]  Int")sqlScript.AppendLine(") On [PRIMARY]") But I cannot make the "Create table as select" command work. Eg this does not work (Error: Incorrect syntax near the keyword 'Select')sqlScript.AppendLine("CREATE TABLE [EBSRegister] As")sqlScript.AppendLine("Select [RegisterID], [FirstName], [LastName]")sqlScript.AppendLine("From XFW_PLP_Register") Is the "Create table as select" not a valid command for the OneStream BRAPi.Database or is there simply something wrong with the syntax above? Thank you

Hi everyone,I’m looking for some guidance or references regarding the Forms Event Handler. I would really appreciate it if anyone could help with the following:any  documentation or examples for using Forms Event Handlersany sample implementations or best practices shared by the communityHow to use Forms Event Handlers If there’s any downloadable content (like a sample/snippet), or even just some insights from your experience, that would be a great help.Thank You.

To integrate with SAP using RFC will I need to configure a data source on the SIC gateway or will I just need to add the appropriate DLL's to the referenced assemblies folder?

Was asked to create a dashboard that gives the HQ admin the ability to lock and unlock Workflow profiles. Found bits and parts to use the user POV and descendants. Unlock descendants isn't working but.. Was looking at member tree and some of the other tree functionality, but couldn't get it to work for profiles. My thought is the profile hierarchy then they would select what to lock or unlock. Was curious if anyone had any recommendations or solutions they could share? Appreciate it in advance! 

Hi all, I'm just trying to get a feel for how common this use of proxy members is these days.  I've worked for multiple organizations and typically, if we were planning at any level higher than the most granular level of data, we would plan a number representing a group of members, at some 'proxy' member created specifically for planning purposes.  That is, we would not use some random existing base member that held actuals. For example:If our dimension hierarchy looks like the one below and we were planning at the Region Level:I would not plan for the entire RegionA by loading my planning data to "South3".Instead, I would create a unique member (say, "RegionA_Plan") and load my data there.Wondering how many companies out there would use the first method rather than the second method and what advantage there would be to this?Thanks in advance for your thoughts on this.RegionA     North        North1        North2  &n

I am trying to write some custom reports off of the RCM tables.  Does anyone know the translation of the number in the status column from the table to the name that shows in the UI?  Or does someone have a nifty way to retrieve that from the code?Thanks,Scott

Hi, I am working on an Import/Validate/Load step and built a Connector which gets data from an Application table and a Data source which use the said connector.The connector/Data source seem to work in the sense that that gets pulled in during the import step.However, when the import step is run I receive the following error: "Summary: Detail Cache summarization did not produce any Summary Data Rows." Does any of you know what could cause the issue and what the error message means?Thank you 

I'm creating a business rule to automatically lock all workflows and descendants using:   BRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, profileTypeFilter, workflowChannelKey) but I'm getting the error: 'the item was not found'. I found an example online but it's not working for me. I didn't know what to populate wfClusterPk with so I defined it as (). I'm fairly new to VB.net and appreciate any help with this - thanks!      Dim wfClusterPk As New WorkflowUnitClusterPk()   Dim wfChannelKey As Guid = Guid.Empty     BRapi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk,     WorkflowProfileTypes.AllProfiles, wfChannelKey)    

Hi, I get this error when saving data into a particular WP#Workflow S#Scenario T#Time member. Cannot execute step because the specified step classification doesn't exist for the workflow profile When I click OK to the error, when I refresh the data is saved. Any ideas what the problem is? What is a step classification? Thanks G

Is it possible to get this setting in a business rule?Thanks,Scott

Hi,We are currently attempting to load data into the OneStream Workflow Profile using a CSV file. However, we are encountering the following error during the process:We checked many videos and the training courses but couldn't identify where the issues is, Could you please assist us in identifying and resolving the issue?Regards

I have the code below in an Extender BR.  It runs fine if I run it manually in the BR or manually through a DM job.  But when it runs in the Task Scheduler it fails, and I get the "Object reference not set to an instance of an object." error.  Any thoughts?  Dim wfUnitClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfileName, wfScenarioName, wfTimeName) Dim ImportInfo As New LoadTransformProcessInfo Try ImportInfo = BRApi.Import.Process.ExecuteParseAndTransform(si, wfUnitClusterPk, "", Nothing, TransformLoadMethodTypes.Replace, SourceDataOriginTypes.FromDirectConnection, False) Catch ex As Exception log.AppendLine("Import Done - Status: " & ImportInfo.Status & " - RowCount: " & FormatNumber(ImportInfo.RowCount, 0,,,-1)) log.AppendLine(ImportInfo.ErrorMessage) log.AppendLine("------------------------------") log.AppendLine(ex.GetBaseException.Message.ToString.Trim) End Try  

Hi All,I am trying to create simple Extender rule to export only the AverateRate FX rates.  I saw this post: What is the most efficient method for exporting FX rates to a CSV file in OneStream? | OneStream Community  But this does them all.  Short of exporting to this file and creating another file from that one.  Does anyone know how I can filter the export to just get the Average Rates?I see the variable xmlOptions.ExtractAllItems = True.  But if I set it to False, I don't see what options I have to filter to specific metadata. I'm open to exploring other options as well.Thanks,Scott 

Hi,I am trying to load data from BiBlend to cube using a import validate load steps on my workflow and using also a connector, but i truggle a bit onthe connector Businessrule, i would like to know how the BR can connect to my biblend table.I have already done a br connector cube to cube, but never a biblend to cube.if you have any example of the script that i can add to my BR in order to connect the BiBlend Data table it would help a lot.Thanks, 

Hi all,I have connector rule set up to an external source table that is working fine to pull data into stage, but I would like to automate the execution of the workflow as well so that the data in the cube is refreshed nightly.  I found the below api but it looks to me like it's meant to load a flat file into stage via an extensibility rule, not from an external table. I'm not sure how to connect it to the connector/import step I want to automate. Any thoughts? Dim WFTime As String = TimeDimHelper.GetNameFromId(api.WorkflowUnitPk.TimeKey)Dim results As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, "Actual", WFTime, True, True, True, True, False, False, False)

Hi,Is there a way that I can see all the intersection errors for all lines rather than selecting one line at a time and seeing just that one constraint error?I've checked in Application Reports and can't find anything that helps.ThanksGuy

Hi allit seems that OS 8.4 notification settings by default only send emails to 50 users. Could this setting this changed / amended and if so in which part of the application?Thank you Nou

I'm fairly new to OneStream. I've a requirement where if ICP is P213 and irrespective of any source entity then target entity will be "Chicago" and if Source entity is "E123" then target entity will be "New York". The problem which I'm facing is that I do have "E123" in source file where it only takes the mapping of "E123"->"New York". It doesn't even see if the ICP is P213.

Hi I have created a workflow and need to assign entities however they are not showing up on the list. The only one which is showing up is NoneWhat could be the reason for this?  Regards

Hi, all, Could you please advise why we need to add each base time dimension member on Transformation Rules table when source and target base time member are the same?