Dynamic Time Filter in Data Management Export Step
I'm building a Data Management step to export data, and I need to set the time filter dynamically. For example, if the scenario is Budget_Final_FY26, the export should include 5 years of data: the current year, plus current year +1 through current year +4. The challenge is that I don’t see a way to directly use “current year” in the time filter. My idea is to substitute the time filter with an XFBR string that pulls the current year and applies it dynamically. Has anyone implemented something similar, or is there a recommended approach for handling this?
Identifying API Parameters for OneStream Audit Log Export via Postman
Hello all, I joined a company where they have implemented OneStream solution. I have access to the platform, and still exploring the way it was implemented. I am currently working on integrating OneStream with an external platform and need to export audit logs using the product's API. While setting up the request in Postman, i've encountered difficulty identifying the correct values for the following parameters: ApplicationName AdapterName Despite reviewing the available documentation, these tags remain unclear. Has anyone successfully queried audit logs via the OneStream API and can share insights on where these parameters are defined or how to retrieve them? Any guidance or examples would be greatly appreciated. Thank you in advance!
Referencing business rule in data management step
I'm struggling with something elementary here. I can't seem to properly reference a business rule in my data managment step. I've tried a couple of options - explicit workspace name and 'Current' which should both work, but I consistently get the error: Error processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.MyWorkspace.MyAssy.MyBR' is invalid. or Error processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.Current.MyAssy.MyBR' is invalid. Using that name as a reference, this is how my App Workspace Heirarchy looks: Anyt input would be greatly appreciated!Shrink & reindex, and elastic pool usage
Hi, I have recently reduced a PROD data table by several million rows but the Allocated table size has remained largely unchanged, as the reduction in the Used portion has just shifted to an increase in the Unused portion and the elastic pool usage has also remained unchanged. I'm assuming that if I run an app copy of PROD into DEV then OS will try to copy over the entire elastic pool size rather than differentiating between what is Used and Unused and only copying over the Used portion. A shrink and reindex has been suggested as a solution to reduce the Unused portions but I have been advised that running a shrink is a risky move as it can cause performance issues. I therefore wanted to check whether a shrink and reindex in the PROD environment, at least during monthly maintenance, is widely used and generally benefits the environment rather than being detrimental to it?
Cannot access the file because it is being used by another process
I'm trying to export data via a Data Management step. I am running into frequent errors stating: Error processing Data Management Step '[DM STEP NAME]'. Unable to create or open file '[FILE PATH]'. The process cannot access the file '[FILE PATH]' because it is being used by another process. My servers were unoccupied as no tasks were running in the background in the task activity log. I've also tried via DM sequence and selecting my own server which did not help.Can ERP transactional data be loaded into OS?
Hi, my company's OS data integration with the ERP system has been set-up to load monthly TB's into OS and for transactional tables to sit outside of OS but with the ability for OS to query and drill-back to view transactions. The transactional drill-back function is limited in that a drill-down first needs to be performed to get to the detailed dimensional intersections at the lowest UD level before a drill-back to view transactions (at that precise lowest level set of dimensional intersections) can be run. It is therefore easier to use a stand-alone BI viewer outside of OS to view transactions. Am wondering - is it possible to load ERP transactional tables into OS (this may contain millions of rows spanning multiple years) and for OS to then display transactional level detail across higher-level roll-ups (e.g. viewing transactions across a cost centre parent rather than only at an individual cost centre level), or even display transactional detail in quick views, essentially making OS have similar functionality to a BI viewer?Can we parameterize or set a value for the additional "options" for the Data Export step in DM?
Hello OneStream Experts, I was wondering if it is possible to set a value or retrieve a value (using XFGetValue) from user input for the "options" in the Data Export of a Data Management job while developing an Extensibility Rule. The goal is to give end users control over Data Exports without granting them access to the Application tab. Below is the code I developed to execute the Data Management sequence. I noticed there are a list of options that can be leveraged; however, I have not been able to set any values for these options. Any help or suggestions would be greatly appreciated. Thanks!
