XFJ - Excel Import Journal Template
I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,Solved3.4KViews0likes5CommentsDISM Email Preview Sends, But Email Not Sent During Task Execution
I’m experiencing an issue where the email template preview sends without any problem, but when I execute an import with DISM itself (actual), the email is not delivered. There are no visible errors or warnings with the data import itself. Has anyone encountered this issue before? What configurations, permissions, sender settings, or campaign requirements should be checked when preview works but live sending fails?13Views0likes0CommentsMonthly Data from D365 into OneStream
Is there an interface from Dynamics 365 into OneStream? I have seen some comments mention direct connection with D365 using oData API. We have several business units across the world that will need to push month end data from D365. Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?62Views0likes3CommentsWhy 2+ Import of a Matrix Flat File of One Workflow Profile to Load Certain Months into a Data Cube?
For the first Import of a Workflow Profile, data in certain months in a "Matrix flat file" failed to be loaded into a Data Cube. For the second+ Import of that Workflow Profile, data in those months in that "Matrix flat file" could be loaded into a Data Cube. - In summary, data in certain months in a "Matrix flat file" must be Imported > 1 time of a Workflow Profile to be loaded into a Data Cube. Please share the root causes for v9.2. Thank you, SMEs.Solved119Views0likes2CommentsCentral 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?Solved134Views1like2CommentsEurope SWIFT File
Hello, I have a SWIFT Bank file from a client based in Europe that I need to import. I thought this would be similar to a BAI file and could use the OS BAI Parser solution to grab the necessary information, but the format isn't as similar as I thought. Is there any other tool for parsing out a SWIFT file or will this require some custom logic?Best Practice to Clear Stage Data Globally and Cube Data for Selected Entities
Hi Team, I’m looking for guidance on the best approach to clear data in OneStream. My requirement is twofold: Clear all data from the Stage area For a selected set of entities, clear both Stage and Cube data I’m particularly interested in understanding the most efficient and recommended way to handle this, while ensuring data integrity and minimizing any unintended impact. Specifically, I would appreciate insights on: Recommended methods to clear Stage data globally (e.g., via Data Management steps, Business Rules, or utilities) The best approach to selectively clear Cube data for specific entities Any considerations around workflow locks, data unit locking, or audit/history implications Performance best practices and recommended sequence of operations If anyone has implemented a similar requirement, I’d love to hear your approach or any lessons learned. Thanks in advance for your help!174Views1like2CommentsBusiness Rule | One-to-One Transformation - E# Parent to its first E# Base
We need your help to Import flat files: 1. > 100k Rows by 1,000s of E# Parent Members 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 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 - how to call that BR in an Import Workflow Thank you, OS SMEs.Solved232Views1like2CommentsExcel 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.Solved5.3KViews2likes5CommentsHow to "Import" "in parallel" via a "OneStream Connector" to a "Data Warehouse"?
Please share your practical advice to help us meet the new Integration requirements. - I couldn't find a OneStream KB/post nor a good result from free Gemini. - We're using SAAS on v9.0 to move to v10 upon its upcoming release. Thank you folks for sharing your expertise.112Views1like2Comments