Data Management

145 Topics

Automating Data Access from OneStream to Snowflake: Exporting Financial and Master Data
How to configure the OneStream system to push the transaction and master data (dimensions) to Snowflake without manual intervention? I need step-by-step Info how to pull data from Snowflake into OneStream.
Sibi_S
4 days ago Place Workflow and Data Integration
361Views
0likes
4Comments
how do I check if a period is locked or unlocked in vb.net
I have a requirement to load to the most recent unlocked period. Using VB or C#, how do I check if a period is locked or unlocked? Thanks, Scott
Solved
ssmith-nova
7 days ago Place Workflow and Data Integration
74Views
0likes
1Comment
Scheduling an extract of metadata
I'm being asked to schedule an extract of the OneStream metadata. I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management. Is this an accurate statement? If this can be schedule, how so? Thanks!
Solved
ChrisFeller
11 days ago Place Workflow and Data Integration
2KViews
0likes
7Comments
Files manipulation on SFTP Location
I need to move some files around the various folders on our SFTP server and I am trying to do it via the Extender BR. Basically I need to move the files from the staging folder into various other folders based on the file names. The rule below compiles successfully. When executed, I get the exception on the second pass ("Chase" related) but no files are being moved anywhere. I am stumped at the moment and would appreciate any suggestions. Thank you in advance. Yan Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Set up SFTP connection session options Dim sessionOptions As New sessionOptions With sessionOptions .Protocol = Protocol.Sftp .HostName = "xxxxxxxxxx.xxxxx.com" .UserName = "XXXXXXX" .Password = "xxxXXxxxXXXXXx" .SshHostKeyFingerprint = "ssh-rsaxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxpNuL5H42WiDJY=" End With 'Use Session Using session As New Session 'Connect session.Open(sessionOptions) Dim transferOptions As New TransferOptions transferOptions.TransferMode = TransferMode.Binary Dim baiDirLocation As String = session.HomePath & "/test/TXM/BAI/" Dim remoteFiles As RemoteDirectoryInfo = session.ListDirectory(baiDirLocation) Dim results As TransferOperationResult Dim fileNumber As Integer = 0 For Each x As RemoteFileInfo In remoteFiles.Files Dim newName As String = Nothing If x.Name.Contains("Mizuho") Then results = session.PutFiles(baiDirLocation & x.Name, baiDirLocation & "Mizuho/" & x.Name, False, TransferOptions) If Not results.IsSuccess Then Throw New Exception("The file transfer from SFTP to OneStream harvest failed 1.") End If ElseIf x.Name.Contains("Chase") Then results = session.PutFiles(baiDirLocation & x.Name, baiDirLocation & "Chase/" & x.Name, False, TransferOptions) If Not results.IsSuccess Then Throw New Exception("The file transfer from SFTP to OneStream harvest failed 2.") End If 'Nothing End If 'Move or Remove Files or Move SFTP files to archive 'Session.RemoveFiles(glDirLocation & "S4iiisubdata_US50.txt") fileNumber += 1 Next 'Next Ends the Loop End Using 'Setup email distribution list When files are present Dim distributionList As New List(Of String) distributionList.Add("yyy.yyyyyyy@yyyyy.com,xxx.xxxxxxx@xxxxx.com") 'Calls email Sub Routine 'EmailNotification(batchinfo, si, distributionList) Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function End Class
Solved
YanSavinsky
13 days ago Place Workflow and Data Integration
37Views
0likes
4Comments
Reference a parameter in a different workspace than default
I am executing a Copy Data Management step which references a literal parameter (NOT in Default workspace) to get the scenario value. However, I am receiving an "Invalid Parameter" error when trying to use the parameter even though I confirmed the parameter is named correctly and has a value. However, when I created the same parameter in the Default workspace, the Data Management step executed successfully. In a Data Management step, is there a way to denote which workspace the parameter should be coming from? I tried something like: workspace_name.|!Scenario_parameter!| but no luck. Is there any documentation on this?
Solved
ethanmgomes
20 days ago Place Workflow and Data Integration
1.8KViews
0likes
8Comments
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!
shivani380
2 months ago Place Workflow and Data Integration
23Views
0likes
0Comments
Have some restriction clarity on security
One user has to access one entity and all products which means they can view all the products belongs to the one entity. what type of security want to use. can someone guide me.
Sibi_S
3 months ago Place Workflow and Data Integration
34Views
0likes
1Comment
Accessing multiple import file names via DA
HI Guys, Is there anyway via a method query or rule in a data adaptor that I can specify parameters to give me all file names related to a workflow. I preferably want all file names in a specific workflow for all years in a data table of columns: (Workflow,Year,Filename). Presumably doable with a dashboard data set rule but Ive never played with the staging engine before! Guessing also that its probably a case of looping years and appending tables. Thanks, Tom
Thomas_Bennett
3 months ago Place Workflow and Data Integration
22Views
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0Comments
Best Method for OneStream Integration with Netsuite
Hello Integration Experts, I would like to know what are the alternatives we have to Integrate Netsuite with OneStream and which is best among RESTAPI and ODBC. Thanks
rsreenu
3 months ago Place Workflow and Data Integration
5.9KViews
0likes
11Comments
Cube Data Access - pull data to parameter?
Hi, I have an admin dashboard where I show all parameter values and information I need before I start my Data mgmt jobs. There is one value I dont figure out how to show in my dashboard. I have a Conditional input rule on the Cube. Can I create a parameter or Data Adapter or something to be able to pull the value and show in my dashboard? I only need to retrieve the Scenario value.
Filip
3 months ago Place Workflow and Data Integration
21Views
0likes
1Comment