Recent Discussions
Monthly 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?Manage Workflow Issues
Hi Team, In Manage Workflow initially i have faced an issue, we thought Workflow channel name "Whatif_R&O_Adj" contains special character &. is this really because of '&' symbol. or is there any other issue. Could you please advise on this. and after clicking on the 'ok'. it is not showing unlock and Unlock Descendent options. Please help to resolve the issue. Below are my workflow settings. Thank you, Shiva Prasad.
Automated email notifications on workflow status changes
I’m exploring ways to configure OneStream to send automated email notifications when a workflow status changes. Specifically, the requirement is something like: When a workflow transitions from Not Started --> In Progress, or From In Progress --> Completed (or similar workflow status changes), the system should automatically send an email notification to a defined user or user group to inform them of the status change. If anyone has implemented something similar or can point me to the right framework (or limitations) around workflow-driven notifications, I’d really appreciate any guidance or examples. Thanks in advance!Unable to Post Journals to Locked Entity Despite Central Journal Input Step
Hello Everyone, I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked. Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock. However, when attempting to post the journal, I receive an error indicating that the entity is locked. Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior?
Best practice for filtering vStageSourceAndTargetDataWithAttributes by Workflow
Hi everyone, I am building a query using the vStageSourceAndTargetDataWithAttributes view and I want to ensure I am retrieving the latest figures for a specific Entity and Time period. I have a few questions regarding the best way to filter this: Filtering by Wfk: I know that hardcoding a GUID for the Wfk (Workflow Key) is risky because it can change between environments or if a profile is reset. What is the recommended way to dynamically filter for a specific Workflow Profile? Should I be joining on the WorkflowProfileHierarchy table/view to filter by ProfileName? Latest Figures: If multiple imports have occurred, does filtering by a specific Wfk automatically ensure I am seeing the "latest" iteration of the data, or is there a better field to use for partitioning/ranking the results? Any code snippets or best practices for making these stage queries robust would be highly appreciated.Unable to Post Journals to Locked Entity Despite Central Journal Input Step
Hello Everyone, I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked. Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock. However, when attempting to post the journal, I receive an error indicating that the entity is locked. Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior?Need to send data from OneStream to Snowflake using an existing SIC ODBC connection
Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.
Best Practice to Clear Stage Data Globally and Cube Data for Selected Entities
Hi Team, I’m looking for guidance on the best approach to clear data in OneStream. My requirement is twofold: Clear all data from the Stage area For a selected set of entities, clear both Stage and Cube data I’m particularly interested in understanding the most efficient and recommended way to handle this, while ensuring data integrity and minimizing any unintended impact. Specifically, I would appreciate insights on: Recommended methods to clear Stage data globally (e.g., via Data Management steps, Business Rules, or utilities) The best approach to selectively clear Cube data for specific entities Any considerations around workflow locks, data unit locking, or audit/history implications Performance best practices and recommended sequence of operations If anyone has implemented a similar requirement, I’d love to hear your approach or any lessons learned. Thanks in advance for your help!loading from ERP
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?
