Automation of exchange rates calculations
Dear colleagues, Please advise do you have experience with automation of exchange rates calculation. We need to pick up daily rates for different currencies from different source websites, calculate monthly average rates and end of reporting period rates and upload them to the correct time period in OneStream. Where can I find guidance to solve this task?3Views0likes0CommentsComposite mapping
I'm fairly new to OneStream. I've a requirement where if ICP is P213 and irrespective of any source entity then target entity will be "Chicago" and if Source entity is "E123" then target entity will be "New York". The problem which I'm facing is that I do have "E123" in source file where it only takes the mapping of "E123"->"New York". It doesn't even see if the ICP is P213.12Views0likes2CommentsNeed physical path to file
I am implementing a BR that pulls a file from FTP. The file is encrypted so I need to decrypt it using a third party library. In order to decrypt it, I need to pass in a physical path to the PGP key provided. I uploaded the key to the Public folder share for now but cannot seem to find a way to get the actual physical file. Does anyone know if uploading a file to the share folder results in an actual file being created on the server or is it just stored as a BLOB in the database?Solved4.8KViews0likes10CommentsProcessing Blank Columns | Direct Import/Load v Standard Import
Rolling Quarterly Forecasts - to Import 12-month flat files - Several times daily during a cycle - 12-month Matrix Data Source 1. Forecast Q1 '25 flat file - Columns Q1-Q4 '25 = amounts 2. Forecast Q2 '25 flat file a. Columns Q1 '25 = blanks b. Columns Q2-Q4 '25 = amounts c. Q1 '25 to be refilled with actuals - using a DM Job after the initial Import 3. Forecast Q2 '25 flat file - Columns Q1 '25 = blanks a. Direct Import/Load - Wiped out refilled actuals in Q1 '25 = blanks b. Standard Import (Import, Validate, Load) - Kept refilled actuals in Q1 '25 4. Blank Columns - Q1 '25, etc = Prior Periods a. Why do Direct and Standard process blank columns differently? b. How to make Direct process blank columns like Standard? - Keep actuals in Q1 '25/prior periods in OS Data Cubes TY.14Views0likes0CommentsExecute a Workflow multiple times with different periods from a BR
I am trying to automate a yearly load of data from a business rule. I want the rule to loop through a set of periods and run a specific workflow for that period. The workflow uses a connector rule in which I get the scenario and period of the workflow being run. THe issue I am facing is that I can get the WorkflowPK for the workflow/scenario/time that I want to run. But when I call BRApi.Import.Process.ExecuteParseAndTransform with that key, a workflow starts, but if I happen to be on that workflow in the session I am running it picks up the POV from where I am at. So if I want my business rule to run 3 periods (Jan - Mar). If I am on Dec, then it runs December every time. Below us how I get the WFPK and call the Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfileInfo.Name, wfScenarioName, wfTimeName) '--------------------------------- ' Parse and Transform: '--------------------------------- Dim ImportInfo As New LoadTransformProcessInfo ImportInfo = BRApi.Import.Process.ExecuteParseAndTransform(si, wfClusterPk, String.Empty, Nothing, TransformLoadMethodTypes.Replace, SourceDataOriginTypes.FromDirectConnection, False) Here is my connector rule that gets the scenario and the time; Dim wfPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si) Dim wfProfileInfo As WorkflowProfileInfo = BRApi.Workflow.Metadata.GetProfile(si, wfPK.ProfileKey) 'Get the WF Time and WF Scenario from API wfTime = brapi.Finance.Members.GetMemberName(si, dimtypeid.Time, si.WorkflowClusterPk.TimeKey) wfScenario = ScenarioDimHelper.GetNameFromID(si, wfPk.ScenarioKey) Dim objTimeMemberSubComponents As TimeMemberSubComponents = BRApi.Finance.Time.GetSubComponentsFromName(si, wfTime) wfFiscalYr = objTimeMemberSubComponents.Year wfFiscalPer = objTimeMemberSubComponents.Month Any and all thoughts are appreciated. ScottSolved54Views0likes10CommentsTransformation Event Handler reviewing pre-transformed (stage) and post-transformation data?
Hi, My colleagues and I are interested in reviewing pre-transformed data side-by-side with the records from post-transformation data, as we're looking to move our transformation process further upstream and we wanted to validate the accuracy of our new transformation process against OneStream's transformations. I've reviewed the examples in GolfStream in the transformation event handler and I understand how to review the stage data, but I'm unsure how to find the matching transactions after they get transformed. Has anyone done anything similar before and would be able to share insights into how I can review the data at the validate and match them to the records in stage? Thanks! AlexSolved46Views0likes4CommentsBusiness Rule for SFTP
Hi - we're trying to PULL files from an SFTP server. These will be used for our OneStream load. Are there any sample BRs that we can reference to facilitate the file transfer from the SFTP server to OneStream? Are there libraries readily available in OS for this? So far, we have completed the following. 1. Whitelisting of OS IP from SFTP Server 2. Received SFTP server and credentials needed Thanks!4.1KViews0likes8Comments