Workflow Status Details including user names
I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example: I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream Community Displaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide! Thanks!
Narrative Reporting Issue
Hello! Has someone tried Narrative reporting in 9.1 version? I am currently experiencing issues: 1.- Inserting charts/Advanced Charts / Reports if someone could insert an exaple on how they have done it. 2.- I cannot vie the artifacts and acces them, this message keeps popping up (and the names are fine) Thank you so much for the help!!
Bi Viewer - Totals in Pivot table - Cube View MD
Hi All, I have a Bi Viewer dashboard where the total for the "NET ASP" column (grey row) is the sum of the submembers. However, this is not correct for the totals [Net Sales / Net Units]. But I'm not really sure how to do it with the current data adapter, Cube View MD. Just some FYI - The first level of the rows is the products, and the second is the market. Did anyone ever face something like this? Thanks, DavideBi Viewer - Hierarchy display
Hi All, I'm struggling with the Bi Viewer pivot table. I'm trying to get a hierarchical view on the rows for our UD2 - Market dimension. I have to use the Data Adapter Cube View since I have some calculated fields that cannot be replicated using the Cube View MD. Has anyone had the same issue? Thanks, Davide
PowerBI Custom Data Adapter
I have built a OS data adapter off of a cube view that has a parameter that prompts for entity. I subsequently built PowerBI query to pull data via this data adapter. I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI. What I would like to do is replace hardcoding the Entity value with list prompt for the user. That will let the user decide which entity they want to pull when they refresh the query. Any ideas on how to create this functionality? #PowerBI
Time Sorting order issue in BI Viewer
Hi Team, I have attached CV in Data Adopter (Type "CubeViewMD"). in CV Time dim is at columns(T#YearPrior1(|CVTIme|).Quarters, T#Year(|CVTIme|).Quarters, T#YearNext1(|CVTIme|).Quarters) & Entity dim is at rows. (My CVTime = 2026M3). when i ran Cv i am getting 2025, 2026 & 2027 quarters. but when i ran the same CV through BiViewer time is not sorting properly. Can you please help us to resolve the issue.Workflow Certified Status with User Details
Hi Team, We have a requirement like, Finance team wants to have one report with the details of Workflow Status, who certified the respective entity (name of the user) along with certification time stamp. used the below Dash Board data set rule. followed the below steps to get the grid view Attached the Business rule to Data Adapter Attached the Data Adapter to BI Viewer. But here i am getting two certified status for the entity. we need the latest certified status. can you please help us to resolve this. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.DashboardDataSet.WF_Certification_Status Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType Case Is = DashboardDataSetFunctionType.GetDataSetNames Dim DSnames As New List(Of String)() DSnames.Add("GetWFStatusandCertificationF") Return DSnames Case Is = DashboardDataSetFunctionType.GetDataSet If args.DataSetName.XFEqualsIgnoreCase("GetWFStatusandCertificationF") Then Return GetWFStatusandCertificationF(si, args) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Function GetWFStatusandCertificationF(ByVal si As SessionInfo, ByVal args As DashboardDataSetArgs) As DataTable Dim WFTable As New DataTable("WFSTATUS") Dim CertTable2 As New DataTable("WFCertSTATUS2") Dim CombinedTable As New DataTable("CombinedWFandCertStatus") CombinedTable.Columns.Add("ProfileKey") CombinedTable.Columns.Add("ProfileName") CombinedTable.Columns.Add("ScenarioName") CombinedTable.Columns.Add("TimeName") CombinedTable.Columns.Add("StatusText") CombinedTable.Columns.Add("LastExecutedStepStatus") CombinedTable.Columns.Add("LastExecutedStepTimeUTC") CombinedTable.Columns.Add("LastExecutedStepTimeEST") CombinedTable.Columns.Add("SignOffState") CombinedTable.Columns.Add("UserName") CombinedTable.Columns.Add("TimeStamp") Dim WFName As String = "ASIA" Dim WFScenario As String = "Actual" Dim WFTime As String = "2025M1" Dim methodTypeId As String = XFCommandMethodTypeId.WorkflowStatus Dim resultDataTableName As String = "WFSTATUS" Dim methodQuery As String Dim customSubVars As New Dictionary(Of String, String) brapi.ErrorLog.LogMessage(si,"1") methodQuery = "{" & WFName & "}{" & WFScenario & "}{" & WFTime & "}{AllProfiles}{Descendants}{ProfileName like '*.Confirm*'}" 'methodQuery = "{" & WFName & "}{" & WFScenario & "}{" & WFTime & "}{'%Confirm_Certify'}{Descendants}{ProfileName like '*.Confirm*'}" Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) WFTable.Columns.Add("ProfileKey") WFTable.Columns.Add("ProfileName") WFTable.Columns.Add("ScenarioName") WFTable.Columns.Add("TimeName") WFTable.Columns.Add("StatusText") WFTable.Columns.Add("LastExecutedStepStatus") WFTable.Columns.Add("LastExecutedStepTimeUTC") WFTable.Columns.Add("LastExecutedStepTimeEST") Dim objDataSet As DataSet = BRApi.Database.ExecuteMethodCommand(dbConnApp, methodTypeId, methodQuery, resultDataTableName, customSubVars) 'Dim FilterData As Datarow() = WFTable.Select("ProfileKey", "ProfileName","ScenarioName", "TimeName", "StatusText", "LastExecutedStepStatus","LastExecutedStepTimeUTC","LastExecutedStepTimeEST Desc") For Each row As DataRow In objDataSet.Tables("WFSTATUS").Rows WFTable.Rows.Add(row.Item("ProfileKey"), row.Item("ProfileName"), row.Item("ScenarioName"), row.Item("TimeName"), row.Item("StatusText"), row.Item("LastExecutedStepStatus"), row.Item("LastExecutedStepTime"), row.Item("LastExecutedStepTime")) Next ' For Each row As DataRow In FilterData ' WFTable.Rows.Add(row.Item("ProfileKey"), row.Item("ProfileName"), row.Item("ScenarioName"), row.Item("TimeName"), row.Item("StatusText"), row.Item("LastExecutedStepStatus"), row.Item("LastExecutedStepTime"), row.Item("LastExecutedStepTime")) ' Next End Using brapi.ErrorLog.LogMessage(si,"2") methodTypeId = XFCommandMethodTypeId.CertificationForWorkflowUnit methodQuery = "{" & WFName & "}" & "{" & WFScenario & "}" & "{" & WFTime & "}" & "{True}" & "{}" Using DBConnAppForCert2 As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) CertTable2.Columns.Add("ProfileKey") CertTable2.Columns.Add("ScenarioKey") CertTable2.Columns.Add("TimeKey") CertTable2.Columns.Add("SignOffState") CertTable2.Columns.Add("UserName") CertTable2.Columns.Add("TimeStamp") Dim objDataSet As DataSet = BRApi.Database.ExecuteMethodCommand(DBConnAppForCert2, methodTypeId, methodQuery, "WFCertSTATUS2", customSubVars) For Each row As DataRow In objDataSet.Tables("WFCertSTATUS2_SignOffGroups").Rows CertTable2.Rows.Add(row.Item("ProfileKey"), row.Item("ScenarioKey"), row.Item("TimeKey"), row.Item("SignOffState"), row.Item("UserName"), row.Item("TimeStamp")) Next End Using brapi.ErrorLog.LogMessage(si,"3") For Each wfRow As DataRow In WFTable.Rows Dim profileKey As Object = wfRow("ProfileKey") Dim certRows As DataRow() = CertTable2.Select("ProfileKey = '" & profileKey.ToString() & "'") For Each certRow As DataRow In certRows Dim newRow As DataRow = CombinedTable.NewRow() newRow("ProfileKey") = wfRow("ProfileKey") newRow("ProfileName") = wfRow("ProfileName") newRow("ScenarioName") = wfRow("ScenarioName") newRow("TimeName") = wfRow("TimeName") newRow("StatusText") = wfRow("StatusText") newRow("LastExecutedStepStatus") = wfRow("LastExecutedStepStatus") newRow("LastExecutedStepTimeUTC") = wfRow("LastExecutedStepTimeUTC") newRow("LastExecutedStepTimeEST") = wfRow("LastExecutedStepTimeEST") newRow("SignOffState") = certRow("SignOffState") newRow("UserName") = certRow("UserName") newRow("TimeStamp") = certRow("TimeStamp") CombinedTable.Rows.Add(newRow) Next Next brapi.ErrorLog.LogMessage(si,"4") Return CombinedTable End Function End Class End Namespace
BI Viewer component and OneStream 9.0.0
Hi all, We upgraded one of our OS instances to 9.0.0 After a first look, it seems BI Viewer does not work anymore from Desktop app, but charts are showing from Modern Browser interface, any idea? Can't find a clue on Know Issues. On Desktop app, only the layout shows, no content: Same Dashboard from Modern Experience shows fine (I blurred data here) Any advice?
