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.
Central Import and Account Reconciliations
I’m starting an Account Reconciliations implementation and the current process loads Actuals for all entities through a central import. They do have individual workflows for each entity where security is assigned at that level and used for planning and reporting. For RCM they want to look at their recs at that level too (WF entity) but data is not flowing through. Did the discovery both at the Central and individual levels and only the Central inventory is being populated. I guess it’s because data is not being loaded to stage into those WFs. Is there a way to work around this or will data need to be loaded at the entity level for it to work?
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, JamesError when processing of uploaded Excel file
Hi all, Could you please advise how to find error in Excel file which we try to load in OneStream on Import step of workflow. When I click Process button after uploading of file, I see the below message: Invalid URI: The hostname could not be parsed. Unable to execute Business Rule 'ADU_SolutionHelper'. A malformed URI was found in the document. Please provide a OpenSettings.RelationshipErrorRewriter to handle these errors while opening a package."Cannot execute step because the prior workflow step is not completed"
We have Workflow A, and Workflow B. We get an error when the loadCube step in workflow B, when Workflow A is in Validation step. The error we get is "Cannot execute step because the prior workflow step is not completed. . (WP#WorkflowA.Import:S#Actual:T#2022M1)" The name the actual workflow has been changed to protect the innocent. Our question is: what is causing this issue and how do we fix it? It's not clear in the documentation what exactly triggers this error message. The parameters passed back imply that one cannot load to the same scenario and time if another workflow to that scenario and time is still open. WorkflowA and WorkflowB are loading to the same scenario and time, but to different accounts.Workflow Profile Hierarchies: Security Model | Application Security Roles v Workflow Security
Please share your practical advice to secure Workflow Profile Hierarchies per the two requirements below. Thank you. A. Workflow Profile Hierarchies: Admin v Builder/Business 0. 'Cube Root Workflow Profiles' | Admin and Business | Top Level Cube_suffix 1. 'Default/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles' 2. Admin 'Parent/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles' 3. Business 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles B. Two Workflow Requirements: Admin v Builder/Business 1. Builder not allowed to see/create/edit: - Admin 'Cube Root Workflow Profiles' - 'Default/Child' and Admin 'Parent/Child Workflow Profile Types' | Admin 'Cube Root Workflow Profiles' - 'Default/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles' - Admin 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles' 2. Admin/Builder allowed to see/create/edit: - Business 'Cube Root Workflow Profiles' -- Business 'Parent Workflow Profile Types': Review, Base Input, Parent Input -- Business 'Child Workflow Profile Types': Import, Forms, Journals C. Security Model: Application Security Roles + Workflow Security | Admin v Builder/Business 0. Security Groups: 'Admin Roles and Builder Roles' and Child Groups = 'Admin Roles' + 'Builder Roles' 1. Application Security Roles | Manage Workflow Profiles = 'Admin Roles and Builder Roles' 2. Workflow Security = 'Admin Roles' = Admin/Business 'Default Workflow Profile Types' 3.1. Workflow Security = 'Admin Roles' = Admin 'Cube Root Workflow Profiles' 3.2. Workflow Security = 'Admin Roles' = Admin 'Parent Workflow Profile Types' 4.1. Workflow Security = 'Builder Roles' = Business 'Cube Root Workflow Profiles' 4.2 Workflow Security = 'Builder Roles' = Business 'Parent Workflow Profile Types' D. Security Model Results: Admin v Builder/Business - 1 + 2 + 3 + 4 = Workflow Requirement 1 = Fail - 1 + 2 + 3 + 4 = Workflow Requirement 2 = Succeed Thank you, SMEs.
Workflow Import - Clearing cube data in v9
Hello, we recently upgraded to v9 and noticed that we can no longer clear WF imported cube data using the "Clear" option through the workflow import (snip below). Prior to the upgrade, we could clear the stage data, then run import/validate/load to clear the data that was imported to the cube. Now, this option only clears the data from stage and in order to clear the data loaded to the cube, we have to use a data management step. In our case, this is now difficult because the data loaded may be specific to workflow channels and also use multiple dimension criteria and not just Entity (used by DM step). Is anyone else having this issue? Are there any other methods to removing the imported data via csv file from the cube other than a DM step? If we try to run the old process in v9. Clear, then Retransform, Load to clear cube data. This error appears.
