Recent Discussions
Add Reminder for Flip Sign Flag on Account Mapping During Load
Our income, liability, equity accounts need to have the flip sign flag checked but our users always forget. Is there a way to add a pop up when they first get to this screen (after they save it is too late).mgreenberg9 days agoContributor II31Views0likes2CommentsData Import Step - Load validated records
We are looking for a load into a financial cube. Mappings are already done in the source system. Is there a way to load records that pass the validation and write the other records to an error protocol. The idea would be that not the whole load is rejected but only records that contain errors, those being written to an error protocol. Many thanks for your supportjuergzbinden10 days agoNew Contributor II29Views0likes2CommentsMapping IC based if account is IC
We want to set the IC value to none if an account is not IC. We are currently doing this in the IC dimension in the datasource and looking up the account, getting the target and then checking If IC. If it is not IC we pass None as the source value. This works fine unless they upload a new account because it has not been mapped yet it doesnt know its IC and maps to None. The user has to reupload the same file after they map the account so that they get an IC value in the source. I was thinking that I could put a BR on the IC transformation rule but the problem is it reads the 1:1 (where I have the None->None) before it gets to the section for BRs. I guess I could remove the 1:1 None rule and then in the BR check to see if the account is IC and if so then get the IC target. I am just curious if there is a better way to handle this that I have not thought of. We have a similar issue as we store function in a user field but we only want it populated for specific expense accounts otherwise it should be none. When they have a new expense account we have the same problem that they have to reload the import file after they map the expense account.mgreenberg10 days agoContributor II41Views0likes2CommentsConnect MS Fabric Lakehouse?
Hi all, I'm currently exploring ways to extract data from a Microsoft Fabric Lakehouse into OneStream. The obvious way would be to connect to the SQL endpoint just like any other DB. In this case, what would be the best authentication method? I've been testing it out with my own user on MS SQL Server Management Studio using MFA, and I have no idea what the best way would be to create credentials for the connection string in OneStream. In case connecting to the SQL endpoint with a connection string isn't a good idea, what would be a better practice? Thanks.mireles12 days agoNew Contributor III44Views1like1CommentExport Cubeview with only the columns defined
Hi All, I am trying to export a cubeview using FdxExecuteCubeView, but I get every dimension even though my cubeview only shows 4 dimensions. What is the best way to export a cubeview to retain its view. I want to export multiple cube views and load them to a table so that I can have all of the cubeview data exported through one Data Adapter call via the rest API. Right now, I export one view I get 3 million rows, but when I aggregate it to the level in the cubeview I end up with 28,000 rows. I'd like to avoid exporting 12 million rows if possible. Thanks, Scottssmith-nova20 days agoContributor40Views0likes2CommentsTransformation Event Handler Guidance
Hi, I have created a transformation event handler where it throws an error when an user tries to "Clear" file/s. in Import step. Now, the error comes when user tries to delete his/her file or "All" files. I only wanted it to throw error when user (mistakenly) selects "All" imported files and click on "Clear" Is there a way to achieve this by some conditions or checks? Thanks in advance, PMMikki26 days agoNew Contributor III32Views0likes0CommentsConfirmation Rule detail
I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities. However, I noticed a difference in behavior: For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs. For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU. I have verified that the rule, meta data configuration, and workflow properties are the same.Manju27 days agoNew Contributor II22Views0likes1CommentMoving a workflow profile
Hello, Is there a way to move a workflow profile up or down in the hierarchy tree? I created a new workflow profile, but would to move it up next to similar workflow profiles. The move up or down buttons only work for children and siblings.tbianchi1 month agoNew Contributor43Views0likes1CommentCube Root Workflow Profile - Display Description
Hi Folks, I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu. For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow Profilesmarshall21 month agoNew Contributor II36Views0likes1CommentHow to export from and import to custom OS tables
Hi, For the v8 to v9 upgrade, it seems like we need to remove our custom tables and add them back after the upgrade. We have scripts to add the tables back but what is the process you follow to export and import the data back. Table Data Manager or write a script to save csv file to OS folder and load it back? Thank you in advance, PraveenMikki1 month agoNew Contributor III72Views0likes3Comments