Recent Discussions
Central Import and Account Reconciliations
I’m starting an Account Reconciliations implementation and the current process loads Actuals for all entities through a central import. They do have individual workflows for each entity where security is assigned at that level and used for planning and reporting. For RCM they want to look at their recs at that level too (WF entity) but data is not flowing through. Did the discovery both at the Central and individual levels and only the Central inventory is being populated. I guess it’s because data is not being loaded to stage into those WFs. Is there a way to work around this or will data need to be loaded at the entity level for it to work?
Matrix Data Load Basics
I have a matrix data load question. I get the concept of how the matrix data load works. I haven't done too many of them, so I want to make sure I'm not missing the basics. The file I have has the year on one of the first lines in column 9. The next row contains the headers with periods in 12 separate columns. Is there an easy way to get the year from the first line (without a lot of code)? Or should I get year based on the POV? Then I am guessing a complex expression in the time columns to build the OS time key? I know I can do all of this in code, but I don't want to skip over any out of the box functionality or best practices. Any good guides on some of the best approaches with the Matrix load? Thanks, Scott
Unable to Complete Workflow due to Security Access
Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user. Any help would be greatly appreciated. I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month. My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow. The security settings for the workflow are very simple, so it's not clear what could be the issue here. Is there another way I could get around this?
Show the Workflow Multi-Period Processing page from a dashboard button
Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button? we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action? here is how we set the button Can anyone help? Thanks and regards Massimo
Calculation definitions are not executing in the expected sequence.
Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.
