Workflow and Data Integration

I would like to delete some old workflow profiles for a load process that is no longer being used. However, I need to retain the data from previous years.I tried deleting the workflow but was shown a message “Unable to delete workflow profile [Name] Workflow Profile [Name] contains data and therefore cannot be deleted”. After I cleared the stage data from the import step, I was able to delete that old workflow profile.I’d appreciate some help confirming the following:Data will be retained in the system after clearing the staging table and deleting the workflow profile Data is available to view via quickview, cubeview, XFGETCELL and can be drilled down Consolidate/Force Consolidate will not reset the scenarioSee below for an example workflow:Forecast Data Load Forecast Import - Old No longer being used to load data - DELETE Has data from 2022-2025 that needs to be retained Forecast Import - New Used to load data starting 2026 - KEEP

Hi there, Any assistance would be grateful received. I would like to copy an entire Actual scenario period i.e. 2027M1 for our base entities for all origins into another period for testing - i.e. 2027M1 to 2027M5. IIs this possible?Thanks,Rakesh

Hi OneStream Community,We are evaluating integration architecture patterns for a OneStream implementation involving a mix of SAP and non-SAP source systems. I would appreciate insights from others who have implemented similar architectures.At a high level, we are considering the following patterns: Direct Integration SAP and non-SAP source systems integrate directly with OneStream using the appropriate supported integration mechanisms. SAP BDC-Centric SAP Business Data Cloud serves as the primary governed data layer, with SAP and potentially non-SAP data prepared and exposed to OneStream. Data Lake / Databricks-Centric SAP and non-SAP data are consolidated and governed through an enterprise data platform such as Databricks, with OneStream consuming the curated datasets. Hybrid: SAP BDC + Data Lake / Databricks SAP data is managed through SAP BDC, while non-SAP data is managed through the enterprise data platform, with both supplying the required data to OneStream. One of the key

Hi OneStream Community,I’m relatively new to fixed-width data sources and have a couple of questions.The client has three fixed-width files that will be used as Transaction Matching data sources. Is there a way to bypass all headers, footers, blank rows, and other non-transaction rows using a single bypass rule or expression, instead of creating multiple individual bypass rules? What is the recommended way to import credit amounts as negative values? This is a one-sided match. The Amount field is displaying correctly as an absolute value of either the debit or credit amount, and the Debit field is also displaying correctly. However, the Credit field in the data set is always showing 0.Any guidance on the fixed-width field configuration or where the credit sign logic should be applied would be greatly appreciated.Thank you!

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Hi Everyone.I want to delete the existing data using a BR before loading the new values through Export to Cube. I tried this approach, but the newly loaded data gets deleted.I also modified my DataQualityEventHandler BR to run before the event, but the newly loaded data still gets deleted.Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try 'Define a switch to control event processing, since many of these are reference examples we do not want them to run all the time Dim processEvents As Boolean = True 'Set the default return values Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False 'Evaluate the operation type in order to determine which subroutine to process Select Case args.OperationName Case Is = BREventOperationType.DataQuality.ProcessCube.NoCalculate 'Execute a Data Management job aft

Hi Team,We're seeing user-entered annotations cleared during the workflow load process, while the associated data is preserved.SetupOur import process loads data and annotations for one set of accounts/sub-accounts. A separate set of accounts/sub-accounts is entered manually by users through Forms, CubeViews, or QuickViews. We have confirmed that the annotations from the import and the annotations entered by users are stored under the same Origin member (O#Import). They differ only by UD1 (SSSS1 vs. SSSS2).Sample intersectionsImport-loaded annotation:E#EEEE:S#FW:T#2027M12:C#Local:V#Annotation:A#AAAAA:F#PL_Load:I#0000:O#Import:U1#SSSS1:U2#DDD:U3#LID_001:U4#Form_Input:U5#None:U6#None:U7#None:U8#NoneUser-entered annotation (Forms):E#EEEE:S#FW:T#2027M12:C#Local:V#Annotation:A#AAAAA:F#PL_Load:I#0000:O#Import:U1#SSSS2:U2#DDD:U3#LID_001:U4#Form_Input:U5#None:U6#None:U7#None:U8#NoneTimelineSep 28: Ran Import, Validate, and Load. Data and annotations exist for SSSS1. Sep 29: A user entered data

The client requirement is to update the workflow profile description using a rule by getting the workflow profile Name. Check whether that name exists in the entity structure; if it does, take the entity description and update the workflow profile description so that they match. I do not seem to find a Workflow Description column in the database. Any ideas on how to solve this?

How do I get a text attribute from the import profile vs getting a text attribute from the parent of that import?

Hi, I’m trying to run a derivative rule source - final at time dimension so that I can copy the loaded amount across 12 month.In the source I have a Period column with the year. My idea is to bypass the year in one to one mapping and create 12 months using the derivative rule. Something like this  The issue I’m facing is that the derivative is duplicating the rows but not changing the time, however I test for other dimensions and it’s working.Has the time dimension any restriction on derivative rules? Thanks

Is there a way to drill back to Workday report directly from Onestream? I am not looking to open source data with in OneStream, but force the user to login to Workday URL and the report should open with the drill back parameters?Thanks in Advance, MP

We are implementing Transaction Matching with Workflow Channel Import Stage Only. The data is being transformed correctly, but the amount pushed to the solution is the RawAmount instead of the ConvertedAmount. We have also tried Import, Validate (Stage Only), but same result. Is there a property we may be overlooking to have the Workflow Profile push the ConvertedAmount to the solution?

Hi,Does anyone know where the StatusValue shown in the WorkflowStatus method is actually stored?I'm trying to locate the source of the workflow status data. I'd expect there to be a table in the Application tables that contains this column. Does anyone know which one it is?

I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues.Below are the two errors I am seeing:When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, D

Hello All,We have a workday connected to OS through REST API for data loads. Is it possible to setup a Connector rule for Drill Back using REST API? (I am only seeing examples of SQL and see if an example exists some where)Thank you,MP

Hi, I am facing an issue with a dashboard extender rule, in the bit of code that Completes or Revert the workflow and is called by the Complete and Revert buttons of the dashboard.For example, this is the Revert function: Public Function WorkflowRevert(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal wfClusterPK As WorkflowUnitClusterPk) As XFSelectionChangedTaskResult Try Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult() 'Check the Workflow status of the parent (We can't calculate plan if the parent is certified) Dim wfRegParent As WorkflowProfileInfo = BRApi.Workflow.Metadata.GetParent(si, wfClusterPK) Dim wfRegParentPk As New WorkflowUnitClusterPk(wfRegParent.ProfileKey, wfClusterPK.ScenarioKey, wfClusterPK.TimeKey) Dim wfRegParentStatus As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, wfRegParentPk, False) If Not wfRegParentStatus.AllTasksCompleted Then 'PROCESS INDIVIDUAL SOLUTION WORKFLOWS '---------------

The OneStream precision limit is set to DECIMAL(28, 9) for numbers getting loaded to database, This is a total of 28 characters with 9 of them decimal places. We have larger numbers that need to be loaded to the database. The factoring approach suggested by the OneStream support team does not work for us.As per the below comments by the support team in Case CSRC0147989, can an enhancement be made to allow larger numbers to be stored in database?“While SQL Server can support up to 38 digits, implementing this would require changes to the product thus making it an enhancement request. The only fix is to update all the numeric columns in the DB to accept a larger precision.We recommend that you log an enhancement request in IdeaStream so product engineering can consider it.”

I am implementing a BR that pulls a file from FTP. The file is encrypted so I need to decrypt it using a third party library. In order to decrypt it, I need to pass in a physical path to the PGP key provided. I uploaded the key to the Public folder share for now but cannot seem to find a way to get the actual physical file. Does anyone know if uploading a file to the share folder results in an actual file being created on the server or is it just stored as a BLOB in the database?  

Hi everyone,We are uploading portions of our budgets in Excel templates across multiple years.  The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up.  Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule?I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible.Thanks, James

Hi all,I'm experiencing an issue with a budget scenario that previously allowed annual data entry. In the prior budget year (2026), I could enter amounts at the year level and OneStream would automatically spread the values across months or quarters as configured.After rolling the budget forward to the next year, this functionality no longer works. I am now forced to enter data at the monthly level. If T#|WFTime| is used, the cells turn green, and no input is allowed.I've compared the Scenario dimension settings between the working and non-working scenarios, and they appear identical:Tracking Frequency: Range WF Time: 2027 Start Time: 2027M1 End Time: 2030M12 Input Frequency: Monthly (default), then Quarterly in subsequent yearsInitially, I thought the issue was related to the Input Frequency being set to Monthly. However, the prior budget scenario that worked correctly had the same setup, yet still allowed yearly input with automatic spreading by month or quarter.Has anyone encountere

I am getting the error “Object reference not set to an instance of an object.” with the code below in a connector business rule.  I feel like I’ve used this code a ton but never had this issue before.  Anyone have any thoughts on what I might be doing wrong this time?WorkflowUnitPk wfPk = api.WorkflowUnitPk;string wfTime = TimeDimHelper.GetNameFromId(wfPk.TimeKey);TimeMemberSubComponents objTimeCmpnts = BRApi.Finance.Time.GetSubComponentsFromName(si, wfTime);int wfFiscalYr = objTimeCmpnts.Year;int wfFiscalPer = objTimeCmpnts.Month;Thanks,Scott 

Hi Team,I am facing an issue with Certify. if you notice in the first screen shot Fixed Asset function(workflow) is already certified. but when i input data at any other input form. after saving the form, then will click on Complete form. when we clicked on Complete Form system was Uncertified the Fixed Asset workflow Example:- Costing function (Workflow) for Non_Baan_Costing input form i have entered data and then clicked on Complete Form. Fixed asset got uncertified. Can you please check and advise on this issue   

I'm being asked to schedule an extract of the OneStream metadata.  I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management.  Is this an accurate statement?  If this can be schedule, how so? Thanks!

Hi Community, Does anyone have guidance on the parameterization of date based on the workflow that is selected. It seems that below works for only upto Sep. Wondering if there is any other parameter I can leverage off to get two digit period code. Thanks,Thomas

What I think might be a useful setup option would be to have the ability to right-click any existing Workflow Profile and have OneStream build a Workflow Template from that Workflow.Often we’ll build out one Workflow and test it the way we want it to work, which is more difficult to do with the current Template process.  Being able to “go the other way” and create a Workflow Profile that we like and turn it into a Template would save a lot of time.