I have an Excel template file to import via the stage. This Excel is using a matrix-style for the values (time in columns) and also one column with a text commentary.
As I have to change the view to “Annotation” in order to import a text value, I was thinking about duplicating the rows by a derivative rule and change the view in that rule. The outcome shows the duplicated rows, but these are missing the text value. So this approch is not working.
I also tried to duplicate one time column and use a parser rule to change the view. Doing so, I would need to identify, which time period I am in during pasing, as otherwise all rows are changed.
Any ideas about that?
Thank you Nicolas, this response greatly helped me figure out a solution to my issue. I want to include two additional steps / reminders that I had to take in order for my imported Annotation data to show up in a cube view.
1. Make sure the Text Value field is enabled in your cube's integration settings so the data will be imported to the stage (as Nicolas is showing in his screenshot above) - kudos to this post for that tip
2. Make sure your cube view Origin member for the annotation data is O#Import - I had to change mine from what I usually use, O#BeforeAdj, because text data does not roll up from O#Import or O#Forms into O#BeforeAdj.
Sorry to reopen this thread, but I have a similar question on a Matrix Excel Template load. Can you load an Excel Template file to the Import staging table with multiple columns as the time period with the amounts in each of them? I'm running into an error where it's looking for an Amount and Time column separately. Perhaps I don't have my Data Source setup properly? This is what my template looks like for the amounts:
If I need to start a new thread, please let me know.
Please can you check the title of the columns.
I would say, for testing purposes, please try to simplify this naming. (ie. Try only with this format for now : T#[2021M1]) Then do not forget that you need to map all the members in Transformation too. (ie 2021M1 to 2021M1). That should work... and only then you compexify.
PS: Thanks with a kudos point 🙂
Here is a sample picture. Double check that time dim is in your transformation.
If you still get the same error, please try with only one column : January. Change your datasource accordingly and try to see if you can load. Error could be in the amount column and that would be a way to double check.
The part that I'm hung up on is all these examples are using a flat file (.txt, .csv, etc.) where you can either specify which column or start/end position. Thus, there's no way for me to tell OS that column x is my Time and Amount dim. This is my current setup and the way I know it works to load an XFD template, unsure if I can set it up as a Delimited File vs. Fixed File though, so I can try that. I tried with just one month on my last test and got the same error.
I think the file loaded to OneStream might be the issue. It is not readable as it might be an XML file.
Can you send me the file you try to load into OS? Please change the metadata/data you do not want me to see, but do not change the structure of the file itself. nicolas.argente AT sonum-int D0t Com
Hi Sergey - I did check the Golfstream app for ideas first and did use as a baseline. This example uses a flat file vs. an Excel (xls/xlsx) file correct? So for the Time periods, I can see they're setting it to a certain length based on the month. However, in the Excel template I'm trying to load, I can't do that because when you upload the Excel file to preview, it's all encoded.
Happy to send an email to Partner Enablement if it's easier to have someone jump on a quick call.