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Beeswing77's avatar
Beeswing77
New Contributor III
6 months ago

Extracting Journals in a loadable format?

Hi,

We're on 7.4.  Is there a way to extract a posted journal from one application so that I can easily load it to another application.  This would be super useful for investigating issues. 

At present, we can easily find imported data files, and load these into our test app. But I can't see any way to extract journals in the same way.  The only options seem to be extracting a .csv file,  which has the information but is not formatted in a way that can be loaded again.

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  • cbriscoe's avatar
    cbriscoe
    Contributor
    2 months ago

    Hi Team, 

    Please take a look at the current Design and Reference Guide for details on this topic. OS R8.4 has additional functionalities that are very helpful.

    Extracting/Loading Journal Details via BRApi
    Users can export journal details into a CSV or XSLX file and load journals from a CSV or XSLX file
    by configuring an Extensibility Business Rule (Snippet available). This allows journal details to be extracted from one
    application and loaded into another. Users can also extract the journal, make changes, and reload.
    Extract Journals to CSV.
    Use BRApi.Journals.Data.ExportJournalstoCSV and define the session, filepath, Workflow
    Profile, Scenario, Time Filter, and Journal Status.
    BRApi.Journals.Data.ExportJournalsToCsv(si, filePath, "Houston", "Actual", "T#|WFYear|.Base",
    "Posted")

    Option 3.

    Export journals from within the journals page. This is useful when you are more comfortable using
    a spreadsheet tool to edit journal data. You can export data from one area in OneStream and
    import it into another area or application.
    1. Click Export to open the Select Journals to Export dialog. Workflow profile and scenario
    are locked.
    2. Type a Time Filter using the T# syntax. For example, T#2023M1, or for multiple time
    periods, T#2023M1,T#2023M2.
    3. Type a Journal Status. Select a single journal status or select All to include all statuses.

    4. Type a Journal Name. This optional step will find all journals that contain the text you type.
    5. Click OK to generate an XLSX file with journals that match the selected criteria.
    6. In the File Explorer dialog, browse to where you want to save the XLSX file. Data from all
    journals that match the selection criteria is saved.

    Always refer to the design and Reference Guide for details. 

  • FredLucas's avatar
    FredLucas
    Contributor III
    6 months ago

    If you are interested in extracting and re up-loading the journals keeping the ability to drill to the journal files etc. you could also look into using the following functions:

    'Export Journals:
Dim sValue As String = BRApi.Journals.Data.ExportJournalsToCsv(si, serverFilePath, wfProfileName, wfScenarioName, wfTimeMemberFilter, journalStatus)

'Import Journals:
objList = BRApi.Journals.Data.ImportAndProcessJournals(si, journalFilePath, save, submit, approve, post, unpostAndOverwrite, throwOnError)