Matrix Data Load
We are looking to load data from a year-to-date (YTD) consolidated statement of subsidiaries. The statement is in matrix form, with accounts (both balance sheet and profit & loss) in rows and companies in columns. Each company has two sets of columns: one for financial results and one for eliminations. How can we set up the data source to read multiple companies' statements from one file? We would like to load eliminations to a separate origin (Elimination). How can we change the destination for the Elimination columns? Also, how do we set up bypass row so that the load ignores headers and total rows? I noticed those rows can be identified by the Account column, where if the account is blank, then bypass.
Validation Error: No security access to data cell being cleared
Hi Team, We have a client that upload excel templates using xfdrange into OneStream. They have different files per Business Unit (UD2). Two of the files run into the following intersection error during the validation step: All the other files are correct, however, when they upload these two files, all data intersections (from all other files) are suddenly also invalid intersections. For examples, the line listed here is not from either of the two files but from a seperate file that has no errors when uploaded individually). When you would navigate to "Intersection" instead of "invalid Intersection (1)" all data intersections from all files are there. Only the local users get this validation intersection, when I (administrator) would run "Validate" from this screenshot, the error dissapears. Strange thing is: they have uploaded data on this intersection before in previous Forecast Scenarios without errors Security has not changed for either the application, user, workflow profile, entity etc. these two files both have an account that is only used there but is set up in the same way as all the other accounts (and previously could be loaded in other scenarios). Could just be a coincidence. Application Security: ModifyData is set to Everyone One thing to note is that this is a new forecast scenario we recently created for them, however, setup is the same way as the other forecast scenarios in terms of security. I am also having a hard time understanding the error and why it is refering to "clearing data" in the validate step. Anyone that can help me a little bit more in understanding the error or knows what could cause this? Thanks in advance!
Including Journal Entries from Different Origin Member in Account Reconciliation Discovery
Hi Community, I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement. Any guidance or examples would be greatly appreciated, thanks in advance for your help!
Import parser on a Batch File
Hello, I've successfully set up an automatic upload using the Harvest Folder. However, I want to use the Skipline functionality within the file to reduce the import size. This works perfectly when I manually import the file into the specific Import Step. But when using the automatic upload via the Harvest Folder, the Skipline functionality doesn't seem to be applied. Does anyone have an idea for a possible workaround?
Unable to load Data into OneStream
Hi, We are currently attempting to load data into the OneStream Workflow Profile using a CSV file. However, we are encountering the following error during the process: We checked many videos and the training courses but couldn't identify where the issues is, Could you please assist us in identifying and resolving the issue? Regards
