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!
Async processing in a Connector Business Rule
Hi All, I am writing an Connector BR to connect to a system via their API. I first build the rule as a Extender rule so that I can test the logic. So far it works great. It uses Asynchronous processing on all of the web calls. When I try to move that code into a Connector BR, I am having an issue on the GetFieldList part of it. When I try to use it in a data source, I get the following error: Unable to cast object of type 'System.Threading.Tasks.Task`1[System.Object]' to type 'System.Collections.Generic.List`1[System.String]'. I am guessing this is because the Main module in the BR is public async Task<obect> Main so whatever is returned is going to be a Task<object>. Has anyone done Asynchronous processing in the connector rule and had the GetFieldList part working. My only thought to get around this is the write the data to a table/file with the Extender BR then the Connector reads that. Any thoughts are greatly appreciated. Scott
Complex expression to remove currency symbols?
Hi all, we have a process to format data in the csv before it's imported into OneStream. This seems like extra work and I want to create a complex expression in the Data Source to remove this step. My excel formula is =VALUE(SUBSTITUTE(SUBSTITUTE(H9,"¥",""),",","")).... all the way down for column H or the Amt field import. I've tried putting this in the complex expression but I do not have the dimensions defined properly.... does anyone have an example or suggestions they can point me towards? thank you!!!
XFGETCELL(), XFSETCELL() PERFORMANCE
Hi all, Every forecast cycle we get the same performance complaints from the same region group of users. They are always uploading massive amounts of data and refreshing massive amounts of data in the same workbooks using the XF functionality in Excel. To be clear, we have tried multiple times to convince them that they should be importing that data via CSV and advising that they will not get the same performance using the XF functions. We have also tried having OneStream re-index the databases before these cycles and we have regular daily app pool recycles. The OneStream data logs really don't show any significant refresh issues (less than 5 minutes usually) but the one user doing all this work is insisting that it's taking hours and hours to finish refreshing and they often have to close and reopen Excel and re-launch OneStream. We have raised multiple tickets and OneStream does not see any back end issues. We have looked at their Excel preferences and tried different options there but no improvement. I am 100% out of ideas so if anyone out there has any thoughts, would love to hear what you've done to resolve these issues. I'm going to post this as well somewhere in the community where Excel discussions happen. Thanks for any advice.
Cubeview Drill Down issue: Load Results for Importe Cells is empty
Hello there, We are having an issue when using the Drill Down option from a Cubeview, and it's that after getting to a base data cell within the Drill Down window, and then trying to navigate to stage using the "Load Results for Imported Cell", the results window is displayed empty: The workflow that is being used it's a simple Import, Validate and Load, that retrieves the imported data from a Connector and there is no further data processing once it's in the Cube. From the Workflow Page we can use Drill Down and Drill Back just fine. Any ideas of why is this happening? Thank you. Oriol
Validation on Data Source: Restrict Entities to _PX Suffix and Metadata Text Contains PSC^
Hi Community, I’m working on a data load in OneStream and need to enforce two validations on the Entity dimension during the upload process: Entity name must end with _PX. Entity’s metadata Text field (e.g., Text1/Text2) must contain PSC^. (Basically Prevent data from being loaded to anything but a PSC entity) Currently, I see the Logical Expression and Override Settings on the Data Source column, but it seems limited to simple operators like Ends With or Like. My question is: Can this be achieved using a complex expression directly in the Data Source column settings? Or do I need to implement this as a Transformation Validate rule or a Data Source Business Rule? If a Business Rule is the right approach, could someone share a best-practice snippet for checking both conditions (including metadata lookup)? Should I create a conditional rule and add to the logical expression above?Matrix Data Load Basics
I have a matrix data load question. I get the concept of how the matrix data load works. I haven't done too many of them, so I want to make sure I'm not missing the basics. The file I have has the year on one of the first lines in column 9. The next row contains the headers with periods in 12 separate columns. Is there an easy way to get the year from the first line (without a lot of code)? Or should I get year based on the POV? Then I am guessing a complex expression in the time columns to build the OS time key? I know I can do all of this in code, but I don't want to skip over any out of the box functionality or best practices. Any good guides on some of the best approaches with the Matrix load? Thanks, Scott
