Recent Discussions
XFJ - Excel Import Journal Template
I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,Solvedtwn16 days agoNew Contributor II3.4KViews0likes5CommentsImport XML to create objects
Hi All, I have a process that exports a dashboard and all of its components to XML. It then reads through the XML and creates new objects. The process works when I import the XML by hand. I was wondering if there is a way to have the code: 1) delete objects if they exist 2) import the XML to create the new objects. Thank you, ScottSolvedssmith-nova13 days agoContributor2.4KViews0likes9CommentsReset Scenario Error: Error processing data. The item was not found. Entity, Parent, -1.
Hi, I have encountered an error when running reset scenario that says "Error processing data. The item was not found. Entity, Parent, -1." I understand that the possible cause of this issue is that there might be orphaned entity members. However, in the application I am working on there are no orphaned members. Could there be any other possible cause that I could look into? There is not much detail in the logs that I can find. Any suggestion/recommendation is appreciated :) Thanks!krstnmvo16 days agoNew Contributor53Views0likes1CommentBest Practice for Managing Outdated Members in Transformation Rules?
We have recently received feedback from several entities regarding outdated account members that still exist within our Transformation Rules. Before making any changes, I wanted to gather input on best practices for handling these scenarios. Specifically, I’m unsure whether it is appropriate to remove or delete these members, or if they should be retained and continue to be mapped for historical reporting purposes. If anyone has guidance or experience with managing outdated members in Transformation Rules, your insight would be greatly appreciated.ckrussel16 days agoNew Contributor76Views0likes3CommentsAnnotation Matrix load
Hi, we would like to know if it is possible to load multiple columns of amounts and annotations as a matrix load ( we have 3 date columns and 3 columns for amounts and it would be an account matrix as each column would go to a different account). We are able to load a matrix load where one column is an annotation and there are multiple amount columns, but when there are multiple annotation and amount columns, we have not been successful. See screenshot. The date columns would be loaded as annotations, the Begbal, Pmt, Interest columns to amount. Each column would be going to a different account. Please advise, thank youClaudiaMeloni16 days agoNew Contributor74Views0likes2CommentsInclude Site Certificate when using HTTPClient
I'm trying to write a BR that returns data using HTTPClient. I've tested out the api.open-meteo.com example and can successfully pull data from this site. The site that I am trying to query requires a site certificate for authentication and I'm not sure how to tell my BR to use the site certificate that is already installed on the SIC server. On the SIC server, I can manually run the query to the source site via a web browser which prompts me to select the appropriate certificate. Has anyone been able to include a site certificate to a HTTPClient request? Thanks, CosimoCosimo16 days agoContributor II13Views0likes0CommentsDISM Email Preview Sends, But Email Not Sent During Task Execution
I’m experiencing an issue where the email template preview sends without any problem, but when I execute an import with DISM itself (actual), the email is not delivered. There are no visible errors or warnings with the data import itself. Has anyone encountered this issue before? What configurations, permissions, sender settings, or campaign requirements should be checked when preview works but live sending fails?felixsty17 days agoNew Contributor14Views0likes0CommentsAnnotations Extraction via CubeView
Hi All, I am trying to extract the annotations uploaded by our entities by creating a cubeview. I entered all relevant POV information in the cubeview, however, no annotations show. Does any of you have experience with extracting annotations via a cube view?jzubler23 days agoNew Contributor65Views0likes1CommentMonthly Data from D365 into OneStream
Is there an interface from Dynamics 365 into OneStream? I have seen some comments mention direct connection with D365 using oData API. We have several business units across the world that will need to push month end data from D365. Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?daylaking27 days agoNew Contributor II75Views0likes3Comments