Clear data using level 1 data unit (rather than level 2) on data load
Hi all I was wondering if it is possible to override the default 'clear and load' settings on a data load step from 'Level 2: Workflow Data Unit' to 'Level 1: Cube Data Unit' Just to give a bit of context: We perform a data copy from a Budget scenario (using Data Management Sequence) to a Forecast scenario to provide a starting data position for divisions to use when they capture their forecast data. Once the data copy is complete, the process for divisions to update their forecasts is to extract an Excel Fixed File Template on which they will make their changes and additions over the copied Budget data, and then to import that file via their Workflow to the cube. However, when wanting to remove an account for instance, the only way to do so it to load zeros to that account. This is because the load clears by account and not entity. Is it possible to change the load so that it deletes all accounts? Thanks, Mark1.2KViews2likes3CommentsExcel Template upload - Data Source setup
Hi All, I'm trying to set up some Excel templates for the uploading Budget and Forecast data. I'm pretty happy with the Excel Template side, with the named range (XFD), and specific header formats, etc. However, I'm a bit lost on the Data Source set up, I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up? Do I choose Delimited or Fixed file? It feels like this Data Source section is really for flat files, as it always wants to know the column number. I've tried importing the Excel into the Data Source in the same way I would for a csv file, but it just shows up as xml gibberish in the top box. It definitely feels like I'm missing something.Solved4.8KViews2likes3CommentsSo you have upgraded to 7.1.1 version . Check out the known error-
You will get this error during the import step. Reason - The load file doesnt have any data after transformation.( ByPass). The underlying code looks to summarize the data when it finds nothing, it throws an error.1.3KViews1like1Comment"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.4.8KViews1like5CommentsErrors creating New Task in Data Import Schedule Manager
I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues. Below are the two errors I am seeing: When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, Dictionary`2 custSubstVarsAlreadyResolved). If I pick a specific Scenario, I am getting a different error. It allows me to pick the Scenario and Time, but when save the Task, I get “The input string ‘’ was not in a correct format.”. The error details show it is an issue with the same Business Rule ‘DSM_SolutionHelper’ where Conversion from string “” to type ‘Double’ is not valid. The input string ‘’ was not in a correct format. OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.StartExecuteSelectionChangedServerTaskCompressed(SessionInfo si, Boolean isSystemLevel, Guid primaryDashboardID, Guid embeddedDashboardID, Guid componentID, PageInstanceInfo pageInstanceInfo, XFSelectionChangedServerTaskInfo serverTaskInfo) Any advice on how to correct these issues would be greatly appreciated.35Views1like0CommentsBusiness Rule | One-to-One Transformation - E# Parent to its first E# Base
We need your help to Import flat files: 1. Number of Rows: > 100k 2. Organized under E# Parent Members: a few thousands 3. E# is extended We've been fortunate to be advised to build a BR to generate a one-to-one Transformation Rule file. - E# Parent to its first E# Base Is it possible for you SMEs to be generous enough to share with us/Community: - a sample BR to look up its first E# Base Member of an E# Parent Member - under extended E# - how to call that BR in an Import Workflow Thank you, OS SMEs.130Views1like2CommentsHow to convert a raw Excel file into multiple upload-ready OneStream journals. (3 quick steps)
Use case: You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted. 1) Paste your raw lines into Excel: Paste your raw journal lines into column A as above. Go to Data → Text to Columns → Delimited → Comma → Finish. You should now see the first column as H and the next two as D, D, with each field in its column. 2) Clean the values (common blockers) ConsName must be a valid Consolidation member in your app (e.g., Entity or Local). Leave ParentName blank unless you’re 100% sure of the direct parent. Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required. Make sure Scenario → Cube mapping matches your CubeName. If JournalBalanceType=Balanced, totals of Debits = Credits per journal. 2) Save as CSV (UTF-8) Keep only the upload rows on the active sheet (no notes above/beside them). File → Save As → CSV UTF-8 (Comma delimited) (.csv). Accept “only the active sheet will be saved.” 3) Import & post in OneStream OnePlace → Journals → Import (or your Workflow step). Choose File Type = CSV, select your file, and Import. Open the journal, Validate/Balance, then Post. Run Consolidation and verify in a Cube View. Hope this helps some people within the OneStream Universe 😊.File encoding issue after migrating to 8.2.2
Our customer has been importing ANSI-encoded files to OS, which contains spanish characters, as 'ñ' and accents, for years. These characters were recognized properly until OS 6.8. But after migrating to 8.2.2, they are no long: 'España' is shown in the workflow as 'Espa�a'. This is a big issue for the customer, as they use the workflow stage tables for OS reports and export that data to a Data Warehouse. We have tested encoding a file as UTF-8 and worked, but changing the encoding the files is not a good solution for the customer as they load files from many different sources. This looks related to the migration: Is there any way to load ANSI-encoded files without this problem?Solved722Views1like2CommentsData BI Blend to Cube Connector
Hi, I am trying to load data from BiBlend to cube using a import validate load steps on my workflow and using also a connector, but i truggle a bit onthe connector Businessrule, i would like to know how the BR can connect to my biblend table. I have already done a br connector cube to cube, but never a biblend to cube. if you have any example of the script that i can add to my BR in order to connect the BiBlend Data table it would help a lot. Thanks,Solved1.9KViews1like9CommentsHow to show Import Workflow step only for one period
Hello, I have created a Workflow Import Step for Year End Adjustments and I want this specific step to only show up for Month 12 in OnePlace. I don't want users to be able to see this step for every period. Is there a way to do this? Thanks,1.9KViews1like7Comments