Best practice for filtering vStageSourceAndTargetDataWithAttributes by Workflow
Hi everyone, I am building a query using the vStageSourceAndTargetDataWithAttributes view and I want to ensure I am retrieving the latest figures for a specific Entity and Time period. I have a few questions regarding the best way to filter this: Filtering by Wfk: I know that hardcoding a GUID for the Wfk (Workflow Key) is risky because it can change between environments or if a profile is reset. What is the recommended way to dynamically filter for a specific Workflow Profile? Should I be joining on the WorkflowProfileHierarchy table/view to filter by ProfileName? Latest Figures: If multiple imports have occurred, does filtering by a specific Wfk automatically ensure I am seeing the "latest" iteration of the data, or is there a better field to use for partitioning/ranking the results? Any code snippets or best practices for making these stage queries robust would be highly appreciated.loading from ERP
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?
Best Practice to Clear Stage Data Globally and Cube Data for Selected Entities
Hi Team, I’m looking for guidance on the best approach to clear data in OneStream. My requirement is twofold: Clear all data from the Stage area For a selected set of entities, clear both Stage and Cube data I’m particularly interested in understanding the most efficient and recommended way to handle this, while ensuring data integrity and minimizing any unintended impact. Specifically, I would appreciate insights on: Recommended methods to clear Stage data globally (e.g., via Data Management steps, Business Rules, or utilities) The best approach to selectively clear Cube data for specific entities Any considerations around workflow locks, data unit locking, or audit/history implications Performance best practices and recommended sequence of operations If anyone has implemented a similar requirement, I’d love to hear your approach or any lessons learned. Thanks in advance for your help!
What could be a reason for a Save button in a workflow to be triggered several times after save?
For some reason, the workflow save event is being called several times. I have this configured right (I believe): Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus Dim sWorkflowImpactMessage As String = args.Inputs(3) 'Example: 'Reason = Save Data Cells 'Data Entry Type = CubeView 'Cube View Or Filename = NameOfCube 'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2 'Task Activity ID = 00000000-0000-0000-0000-000000000000 If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) Then If (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") Then Here is my code - If I print a message, I see it several times. Thanks Rafloading sub-ledger data into OneStream
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?
Scheduled tasks not running
Hi, I have 12 separate schedule tasks that is set to run monthly on calendar days 1-15. It runs every 2 hours starting from 12AM. (Next is 2AM, 4AM, and so on) I am encountering inconsistent issues with 6PM and 12AM where it does not kick off at all on random days. I've checked the configurations and can confirm it is set up right. Any idea what's causing the inconsistent failure to run? I'm in central time if that helps.How to "Import" "in parallel" via a "OneStream Connector" to a "Data Warehouse"?
Please share your practical advice to help us meet the new Integration requirements. - I couldn't find a OneStream KB/post nor a good result from free Gemini. - We're using SAAS on v9.0 to move to v10 upon its upcoming release. Thank you folks for sharing your expertise.
Including Journal Entries from Different Origin Member in Account Reconciliation Discovery
Hi Community, I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement. Any guidance or examples would be greatly appreciated, thanks in advance for your help!
