Recent Discussions
Macro Generated Excel Files for Workflow Upload
I have created a macro that auto-generates excel files for upload to a workflow for adjustments, however I get the following error when the file is selected for import: This is resolved if I open and close the excel (not even necessarily saving when closing). Has anyone encountered this error before? and aware of a solution that would streamline this need to open and close files.
Execute a Workflow multiple times with different periods from a BR
I am trying to automate a yearly load of data from a business rule. I want the rule to loop through a set of periods and run a specific workflow for that period. The workflow uses a connector rule in which I get the scenario and period of the workflow being run. THe issue I am facing is that I can get the WorkflowPK for the workflow/scenario/time that I want to run. But when I call BRApi.Import.Process.ExecuteParseAndTransform with that key, a workflow starts, but if I happen to be on that workflow in the session I am running it picks up the POV from where I am at. So if I want my business rule to run 3 periods (Jan - Mar). If I am on Dec, then it runs December every time. Below us how I get the WFPK and call the Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfileInfo.Name, wfScenarioName, wfTimeName) '--------------------------------- ' Parse and Transform: '--------------------------------- Dim ImportInfo As New LoadTransformProcessInfo ImportInfo = BRApi.Import.Process.ExecuteParseAndTransform(si, wfClusterPk, String.Empty, Nothing, TransformLoadMethodTypes.Replace, SourceDataOriginTypes.FromDirectConnection, False) Here is my connector rule that gets the scenario and the time; Dim wfPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si) Dim wfProfileInfo As WorkflowProfileInfo = BRApi.Workflow.Metadata.GetProfile(si, wfPK.ProfileKey) 'Get the WF Time and WF Scenario from API wfTime = brapi.Finance.Members.GetMemberName(si, dimtypeid.Time, si.WorkflowClusterPk.TimeKey) wfScenario = ScenarioDimHelper.GetNameFromID(si, wfPk.ScenarioKey) Dim objTimeMemberSubComponents As TimeMemberSubComponents = BRApi.Finance.Time.GetSubComponentsFromName(si, wfTime) wfFiscalYr = objTimeMemberSubComponents.Year wfFiscalPer = objTimeMemberSubComponents.Month Any and all thoughts are appreciated. ScottFX Rate Lock/Unlock Bug
Does anyone else have issues with locking and unlocking FX rates on the Application tab in the UI? I can clearly see some periods with rates locked that I want to unluck, but the system will not let me unlock them. I've tried logging out, ending session, etc.; only then do I occasionally get it to work.
FdxExecuteCubeView unstable when using NameValueBuilder
Hi all, we are using FDX routines to extract high volume data from our cubes for external consumptions and we noticed an odd behaviour when using the FdxExecuteCubeView method with parallel processing and a NameValueBuilder parameter: we wanted to share this with the community to understand if it is an undocumented bug or else. FdxExecuteCubeView advantages: extracting any type of cube data (base/aggregated, input/calculation/dynamic) leveraging parallel processing for the given combinations of entity/scenario/time (e.g. using the FDXEntity/Scenario/Time substitution variables in the CV) Among the FdxExecuteCubeView input parameters, it is possible to define a NameValueBuilder object to evaluate at run-time other eventual substitution variables in the cube view. ⚠️Unexpected behaviour It seems that, when using both parallel processing (e.g. the FDXEntity/Scenario/Time filters trigger multiple CV rendering, with parallelQueryCount option > 1) and a NameValueBuilder object (even empty), the records appended to the output DataTable are repeated (e.g. duplicated) and/or missing. This can be solved using nothing instead of a NameValueBuilder object. E.g. using GolfStream, let's extract data for Houston entities using FdxExecuteCubeView method: in the top pivot, the data adapter leverages FdxExecuteCubeView with a NameValueBuilder input param (see code at the bottom) in the middle pivot, FdxExecuteCubeView without the NameValueBuilder param (e.g. using nothing) at the bottom, a validation cube view [...] '# Name-Value dictionary Dim nvbParams As New NameValueFormatBuilder("Tizio=Caio") [...] '# FdxExecuteCubeView with NameValueBuilder Dim dt As DataTable = BRApi.Import.Data.FdxExecuteCubeView(si, _ workspaceID, cubeViewName, _ entityDimName, entityMemFilter, _ scenarioDimName, scenarioMemFilter, _ timeMemFilter, _ nvbParams, _ includeCellTextCols, useStandardFactTableFields, _ filter, _ parallelQueryCount, logStatistics) [...] '# FdxExecuteCubeView without NameValueBuilder Dim dt As DataTable = BRApi.Import.Data.FdxExecuteCubeView(si, _ workspaceID, cubeViewName, _ entityDimName, entityMemFilter, _ scenarioDimName, scenarioMemFilter, _ timeMemFilter, _ nothing, _ includeCellTextCols, useStandardFactTableFields, _ filter, _ parallelQueryCount, logStatistics) We noticed it long time ago but didn't find any literature on this, we can share the dummy workspace/dashboard if anyone else wants to check this (and there is an easy way to share it, without writing all the code...).
Business Rule for SFTP
Hi - we're trying to PULL files from an SFTP server. These will be used for our OneStream load. Are there any sample BRs that we can reference to facilitate the file transfer from the SFTP server to OneStream? Are there libraries readily available in OS for this? So far, we have completed the following. 1. Whitelisting of OS IP from SFTP Server 2. Received SFTP server and credentials needed Thanks!
Automating BAI uploads in Workflow
Hello OneStream Community, Currently working on setting up an automated process to handle BAI file uploads directly into each specific bank workflow in our OneStream application. 1. BAI Parser & Data Source Configuration - We've installed the BAI Parser dashboard to view and manage all imported BAI files. The BAI data source has been configured and initial tests with sample files have been successful. 2. File Transfer & Business Rules - Plan is to automate the transfer of finalized BAI files from our system via FTP to the OneStream file system. This requires a BR to connect with the FTP site and currently developing a BR to facilitate this connection. Once the files are in OS, they'll be imported into the appropriate bank workflow. 3. SFTP Wrapper and Workflow Integration - After the initial FTP transfer, a separate BR will be implemented to securely retrieve and upload the BAI file into the bank workflows. Question: For those who have set up similar BAI automation processes, are there specific best practices or additional BR configurations that you would recommend? Any insight would be greatly appreciated.
Data Management Global Time
Hi all, I thought this was easy but not sure what I am missing. I have a current data management job that is running off this parameter and works just fine. Scenario=[Actual], Time=[|GlobalTime|]. I have tried [|GlobalPrior1|] with no luck I am trying to get the prior month so I have tried Scenario=[Actual], Time=[|GlobalTimePrior1|] but that is an invalid sub variable, is there another syntax to use on this? I know you can with t# in cube views but this is the DM job. Thanks in advance!
Data import from Stage to Cube
Hi, We successfully imported data from stage to cube. But while creating cube views, I am getting fewer records. Not all data is showing up in cube view. I checked the tables in the database; they have all the lines, but the cube view is importing only the first line. What can I do to get all the lines calculated in Cubeview? This account has 1343 records but cubeView fetches only 1st line.Workflow Sibling Import
Have a question regarding- " if two import workflow profiles are not siblings of the same input parent, but load to the same entity, scenario and time dimensions, the data loads and clears at the account level. " If the two import profiles are not sibling to the same input parent (like it is not sibling 1 and sibling 2) , how can we load to the same entity? Since, entity assignment is done at a parent input profile level, If 1 entity is assigned to parent 1 input profile, we cannot assign the same entity to parent profile 2
