Import TextValue from Matrix-Excel
Hi, I have an Excel template file to import via the stage. This Excel is using a matrix-style for the values (time in columns) and also one column with a text commentary. As I have to change the view to “Annotation” in order to import a text value, I was thinking about duplicating the rows by a derivative rule and change the view in that rule. The outcome shows the duplicated rows, but these are missing the text value. So this approch is not working. I also tried to duplicate one time column and use a parser rule to change the view. Doing so, I would need to identify, which time period I am in during pasing, as otherwise all rows are changed. Any ideas about that? Regards, Tobias
Data Imports
I have currently set up a new data source and associated transformation rules (and allocated to the appropriate workflow). Data importing is correctly working for 2022 time period, however I am getting the following error in any other time period...... I have got the Scenario as 'Current Datakey' and Time as matrix datakey in my columns Summary: No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. Any ideas? I am assuming this might be one simple setting change somewhere
Importing data for multiple time periods
How can I import data for multiple time period all in one go? I was told that its possible. But wondering what settings do I need to change in order to do that. I tried using "Replace All Time" but the Time is set to "Current". I'm uploading a excel base file. Any guidance on this will be appreciated.
Import files from FTP Connection
Hello, I'am newly at OneStream and now I have a requirement from a client: - They want to import, automatically, files that will be data source of a Workflow Profile = import; 1. Those files are on FTP (FTP connection), that means that I need to add on the current application server, a connector type = gateway, right? Also, what I need to define on the connection string? 2. Then I need to create a BR for the connector; 3. Since the files are "delimited files", so on the Data Sources menu, I need to create a new Data source - delimited file and map the columns to the correspondent dimensions that exists in OneStream right? Also, on the connector setting option, I need to assign the delimited file to the BR connector that I created previously, right? 4. On the Workflow Profile, I will assign it to the new delimited file. Are these the correct steps? Thank you all. Ricardo
Execute Import > Validate > Process using a button on a dashboard
Hi I have a dashboard that executes an Import > Validate > Process using a business rule. In my workflow I am currently using Workspace, Import, Validate, Process, Confirm: I would like to just use Workspace, Confirm, but it gives me the following error: "Cannot execute step because the specified step classification doesn't exist for the workflow profile." Is there anyway around this? Thanks, MarkClear data from Workflow import
Hey everyone - How do I clear data from these workflow manual imports automatically? Right now, I've been going through each month one by one. Wondering if there is a BR that can run them all together and clear up data from those specific imports and time dimension. Here are the steps I want to follow: Navigate to import that needs to be cleared > Clear > Re-Transform > Validate > Load Cube"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.
Data load for specific time period pulling data from other time periods
Hi all, I'm having an issue whereby I'm importing profit and loss actual's data via a csv file into one of the data upload workflow steps we have set up. However some of the data is being loaded into months it shouldn't be, even though on the in the csv file the data is pointing to the correct time period. So for example in the upload file, data is put against time periods such as 2023M1, 2023M2 etc. Having imported the data, validated it and loaded it to the reporting cube we have, some of the data is being loaded into 2023M1 and also 2023M2, when on the upload file it's only on there once against 2023M1. I've checked the transformation rules and everything is set up correctly in terms of translating the import file, so I was wondering if anyone has come across this type of issue before or if anyone has any advice as to where I could look next? I'm pretty new to OneStream so any help would be much appreciated. Thanks, Ged
