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?
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
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
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, JamesAbout Foundation Second Edition
Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality Tune Performance, and optimize your application New content on Workspaces, Smart Integration, Dashboard design, and more. Over 180 updated images. The information contained within this book is relevant to software version 8.4.0. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Foreword by Tom Shea Introduction [Peter Fugere, updated by Chul Smith] Methodology and the project [Greg Bankston, updated by Greg Bankston] Design and Build [Peter Fugere, updated by Chul Smith] Consolidation [Eric Osmanski, updated by Nick Bolinger] Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski] Data Integration [John Von Allmen, updated by Joakim Kulan] Workflow [Todd Allen, updated by Chul Smith] Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith] Security [Jody Di Giovanni, updated by Bobby Doyon] Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith] Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker] Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]About Foundation
In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company’s top team of experts. Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding Tune Performance, and optimize your application To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Introduction [Peter Fugere] Methodology and the project [Greg Bankston] Design and Build [Peter Fugere] Consolidation [Eric Osmanski] Planning [Jonathan Golembiewski] Data Integration [John Von Allmen] Workflow [Todd Allen] Rules and Calculations [Nick Kroppe and Chul Smith] - Available Excerpt Security [Jody Di Giovanni] Reporting [Jacqui Slone and Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea] Introduction to the MarketPlace [Shawn Stalker] Performance Tuning I [Jeff Jones and Tony Dimitrie] - Available Excerpt Performance Tuning II [Jeff Jones and Tony Dimitrie]
