Processing 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.
Business 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!
Macro Generated Excel Files for Workflow Upload
I have created a macro that auto-generates excel files for upload to a workflow for adjustments, however I get the following error when the file is selected for import: This is resolved if I open and close the excel (not even necessarily saving when closing). Has anyone encountered this error before? and aware of a solution that would streamline this need to open and close files.
Automating BAI uploads in Workflow
Hello OneStream Community, Currently working on setting up an automated process to handle BAI file uploads directly into each specific bank workflow in our OneStream application. 1. BAI Parser & Data Source Configuration - We've installed the BAI Parser dashboard to view and manage all imported BAI files. The BAI data source has been configured and initial tests with sample files have been successful. 2. File Transfer & Business Rules - Plan is to automate the transfer of finalized BAI files from our system via FTP to the OneStream file system. This requires a BR to connect with the FTP site and currently developing a BR to facilitate this connection. Once the files are in OS, they'll be imported into the appropriate bank workflow. 3. SFTP Wrapper and Workflow Integration - After the initial FTP transfer, a separate BR will be implemented to securely retrieve and upload the BAI file into the bank workflows. Question: For those who have set up similar BAI automation processes, are there specific best practices or additional BR configurations that you would recommend? Any insight would be greatly appreciated.
Data import from Stage to Cube
Hi, We successfully imported data from stage to cube. But while creating cube views, I am getting fewer records. Not all data is showing up in cube view. I checked the tables in the database; they have all the lines, but the cube view is importing only the first line. What can I do to get all the lines calculated in Cubeview? This account has 1343 records but cubeView fetches only 1st line.
