How to export from and import to custom OS tables
Hi, For the v8 to v9 upgrade, it seems like we need to remove our custom tables and add them back after the upgrade. We have scripts to add the tables back but what is the process you follow to export and import the data back. Table Data Manager or write a script to save csv file to OS folder and load it back? Thank you in advance, PraveenHow to check data load status of WFs with load overlapped siblings enabled
Hi, Is there a way to check status of all load overlapped siblings enabled WFs? The issue is that we have bunch of overlapped data WFs (even after L3 data unit) and people are stepping on each other, doubling the amounts every time someone loads their WF while other WF data load is in progress. Wanted to try event handler and message showing load is in progress. Any other ideas to avoid this are also appreciated. Thank you, Mikki
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!
Automated Extraction of Transformation rules
We have a recurring requirement to share the transformation rules/logic on a regular basis with downstream teams or auditors. Currently, this is being done manually, which is time-consuming. Is there a way to automate the extraction/export of transformation rules? Some options I’m thinking of: - Can this be done via Business Rules (BR) / Decision Model (DM) modules? - Is it possible to extract or view all applied transformation rules directly through Cube Views? - Has anyone built an automated solution (e.g., a dashboard, cube view, report, or extender rule) to export/list all transformation rules in a readable format? Would really appreciate your thoughts or examples if you’ve implemented something similar. Thanks!
Automate Data extract after consolidation
Hello, I have an extract I am looking to automate with the task scheduler. However, I am looking to also automate a run once a consolidation completes and also have the ability to cancel a scheduled export with a button if it is set at a time when a consolidation is taking place. Is it possible to accomplish this?
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.Workflow channels with scenario copies
Hi All, In our multi year planning process, most entities need to upload four sets of fixed costs (all loaded by the same team, but sent to that entity's finance team by different functional teams), in addition to all the driver-based costs we're calculating (mostly based on form inputs). For the four sets of fixed costs, we have four import profiles under the same parent workflow. The entities import their files and then run a DM sequence from a dashboard to run the validate/load for a range of years they can select. When they run this sequence, all import profiles (under the same parent) that have been imported are validated and loaded. We had not set up workflow channels on the different loads, and everything was working as expected. The different import profiles will use some of the same accounts, but different sets of cost centers. We did not see any collision of data when the same accounts were loaded, and if a balance that had previously been loaded in one import was removed from the import template and reimported, the data in that account would be cleared from the cube (even if that account was only used by one of the four imports) after the next validate/load. Now that we have started to copy cube data from one completed scenario (CY) to another blank scenario (CY_v2), so that some changes can be made to CY_v2, we were running into issues with our fixed cost loads in CY_v2 (balances not clearing, other values being overwritten). This makes sense, and we had not considered loading the fixed costs to copied scenarios. We would like to be able to only load one of the four imports (if say the G&A load is the only one with changes) in the CY_v2 scenario. We were hoping that workflow channels on the imports would solve the issue in the copied-to scenarios, but after completing that set up (changing accounts to nodatalock, setting up different data source members for each of the four imports, creating the channels, and applying the channels to the data source members), we are still seeing balances "stuck" in CY_v2 when previously loaded balances to a unique account are removed from the latest upload for one of the imports. We had also gone back and reloaded the "source" scenario with the channels applied, before copying the data and trying to load only a single template to CY_v2. Is there a way to use workflow channels so that all data loaded through that channel is cleared and replaced when a new import is loaded to a data source member where the channel is applied, or will accounts no longer in the latest import be left un-cleared? The documentation on the level 2 and level 3 data units seems to indicate that those accounts will not be cleared, but that does not match the behavior we see in the original loads of multiple sibling import profiles (described and bolded in my second paragraph). It also doesn't seem to match how a typical, iterative planning process would work. Any feedback would be appreciated. Thanks, James
