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Contributor
Oct 30, 2024 5:44 PM UTC
Solved

New connection requiring a date and scenario transformation rule

I cloned an existing connection that pulls the Scenario and Date from the workflow.  The new connection is requiring me setup a  New Scenario Transformation rule that is basically Budget --> Budget and time rule 2024M1 --> 2024M1.  The connection I cloned doesn't require the additional rules and was pulling Actuals.  All my Data Sources, Scenario, and Workflow settings seem the same.  Any suggestions on what I am missing?  I don't want to maintain the time rules, so that's why I'm trying to see what I'm doing wrong.

tledetAnswer
OneStream Employee
Oct 30, 2024 6:45 PM UTC

Referencing the data source...

For scenario, verify the Data Source is configured to Global DataKey Scenario or Current DataKey Scenario.  This is typically Current DataKey Scenario.

tledet_0-1730313503472.png

For time, verify the Data Source is configured to Global DataKey Time or Current DataKey Time.  This is typically Current DataKey Time.

tledet_2-1730313819141.png

 

2 replies

tledetOneStream EmployeeAnswer
OneStream Employee
Oct 30, 2024 6:45 PM UTC

Referencing the data source...

For scenario, verify the Data Source is configured to Global DataKey Scenario or Current DataKey Scenario.  This is typically Current DataKey Scenario.

tledet_0-1730313503472.png

For time, verify the Data Source is configured to Global DataKey Time or Current DataKey Time.  This is typically Current DataKey Time.

tledet_2-1730313819141.png

 

johnal67Author
Contributor
Oct 30, 2024 8:05 PM UTC

Okay, I think I've got it based on your questions.  My time was working okay afterall, but I did have the Scenario set to stored text because I found out that was the only way to do a Composite rule based on Scenario.  I have a single transformation rule that needed to work with the two different data source connectors.  Thank you for the information!  Sometimes I need a nudge.