Recent Discussions
Running Validate and Load Steps for Multiple Years
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
Switch - sign to first position in SAP connector
The query from SAP is currently returning the negative sign in the last position of a cell. ex. 20.56- when it should be -20.56 Is 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?
Including Journal Entries from Different Origin Member in Account Reconciliation Discovery
Hi Community, I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement. Any guidance or examples would be greatly appreciated, thanks in advance for your help!
Accessing multiple import file names via DA
HI Guys, Is there anyway via a method query or rule in a data adaptor that I can specify parameters to give me all file names related to a workflow. I preferably want all file names in a specific workflow for all years in a data table of columns: (Workflow,Year,Filename). Presumably doable with a dashboard data set rule but Ive never played with the staging engine before! Guessing also that its probably a case of looping years and appending tables. Thanks, Tom
Set Workflow POV with a BR
Hello, Is there any way to leverage a Dashboard Extender rule to set Workflow POV items? I previously had made a post by doing this in the new SmartLinks rule, but I was able to find a way to avoid using that. When my dashboard gets loaded, an extender rule executes, I want to run a subfunction that updates their workflow profile, scenario and year. Is this possible?RESTAPI - Only Supports Default Workspace Currently?
Just a heads-up for anyone using the REST API - this may save you some head-scratching! GetAdoDataSetForAdapter (5.2.0/Synchronous) and non-Default Workspaces There appears to be a problem with running GetAdoDataSetForAdapter if your DataAdapter is not in the Default Workspace. The Data Adapter returns an HTTP/200 in PostMan BUT the Response Body is null. It appears that the WorkspaceName parameter in the RequestBody has not yet been implemented in the RESTAPI. The RESTAPI documentation still referes to this parameter as being "reserved for future use" (but I assumed that this was a documetation bug as non-Default Workspaces have been out for a while in 7.4/8) API Version 7.2.0 and Workspaces In the Asynchronous APIs (7.2.0), there seems to be no way to specify the Workspace when you are generating the Application Session Token (SI), so you get the same problem with Data Adapters not in the Default Workspace. I proved this by moving my Data Adapters to the Default Workspace at which point they worked perfectly via the REST API whether via API-Version 5.2.0 or 7.2.0) UPDATE: Workspace has to be set to Shareable for this to work - all Ok now! (Wasn't in the REST API Guide) Steve
8.5 Excel Add-In Forms and Parameters
Hello Everyone, I was wondering if anyone has experienced and resolved the issue I am finding. I am working on an excel workbook that has tabs corresponding to each workflow step consisting of various forms. These forms have parameter requirements. The request is to have the parameter dropdowns on each excel tab. The issue I am having is some of these form tabs have the same parameters. I am met with the popup, this parameter already exists when trying to introduce it a second time on a different tab. I know you can set one parameter to work across the entire workbook however that is not what my client wants. The only way around this that I have found so far is to make multiple copies of parameters within the Application however I would rather not have multiple parameters that are the exact same. The other option is to have a separate excel workbook for each Workflow task. I find even setting the parameter to be used across the entire workbook to be a bit clunky. Thanks in advance for the input! Regards, Anthony
Automation of exchange rates calculations
Dear colleagues, Please advise do you have experience with automation of exchange rates calculation. We need to pick up daily rates for different currencies from different source websites, calculate monthly average rates and end of reporting period rates and upload them to the correct time period in OneStream. Where can I find guidance to solve this task?
