Automated Extraction of Transformation rules
We have a recurring requirement to share the transformation rules/logic on a regular basis with downstream teams or auditors. Currently, this is being done manually, which is time-consuming. Is there a way to automate the extraction/export of transformation rules? Some options I’m thinking of: - Can this be done via Business Rules (BR) / Decision Model (DM) modules? - Is it possible to extract or view all applied transformation rules directly through Cube Views? - Has anyone built an automated solution (e.g., a dashboard, cube view, report, or extender rule) to export/list all transformation rules in a readable format? Would really appreciate your thoughts or examples if you’ve implemented something similar. Thanks!24Views0likes1CommentComplex expression to remove currency symbols?
Hi all, we have a process to format data in the csv before it's imported into OneStream. This seems like extra work and I want to create a complex expression in the Data Source to remove this step. My excel formula is =VALUE(SUBSTITUTE(SUBSTITUTE(H9,"¥",""),",","")).... all the way down for column H or the Amt field import. I've tried putting this in the complex expression but I do not have the dimensions defined properly.... does anyone have an example or suggestions they can point me towards? thank you!!!45Views0likes1CommentCubeview Drill Down issue: Load Results for Importe Cells is empty
Hello there, We are having an issue when using the Drill Down option from a Cubeview, and it's that after getting to a base data cell within the Drill Down window, and then trying to navigate to stage using the "Load Results for Imported Cell", the results window is displayed empty: The workflow that is being used it's a simple Import, Validate and Load, that retrieves the imported data from a Connector and there is no further data processing once it's in the Cube. From the Workflow Page we can use Drill Down and Drill Back just fine. Any ideas of why is this happening? Thank you. OriolSolved48Views0likes4CommentsTime/data setting in data source/Transformation rule for Multiperiod upload (delimited files)
Hi Everyone, I'm trying to build Data source and transformation rule for multi period manual data load through single file. The import step didn't succussed. Can anyone suggest time settings in data source & transformation rule. I selected data type as "Stored Data key text" in Data source . My source file format is Col1 has GL accounts, Col2-13 Jan to Dec data.Solved66Views0likes5CommentsHow to treat blank values for Source field and wanted to assign it to 'None' Target member
Hi Team, My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank youSolved476Views0likes3CommentsAbout Foundation
In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company’s top team of experts. Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding Tune Performance, and optimize your application To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Introduction [Peter Fugere] Methodology and the project [Greg Bankston] Design and Build [Peter Fugere] Consolidation [Eric Osmanski] Planning [Jonathan Golembiewski] Data Integration [John Von Allmen] Workflow [Todd Allen] Rules and Calculations [Nick Kroppe and Chul Smith] - Available Excerpt Security [Jody Di Giovanni] Reporting [Jacqui Slone and Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea] Introduction to the MarketPlace [Shawn Stalker] Performance Tuning I [Jeff Jones and Tony Dimitrie] - Available Excerpt Performance Tuning II [Jeff Jones and Tony Dimitrie]107Views0likes0CommentsTransformation Rules - Possible Bug
I have an issue, since we migrated to V9, OS is adding on its own a space after transforming a member and this prevent us from loading the data to the member. (This is in the validation step when it fails) Data source has been checked, adjusted, and tested in many ways. The extra space doesn't come from here. Transformation rules have also been tested in many ways, and the space is also not here, we event tried one-to-one, masks, all ,and this is not the issue The error is only happening with 2 UD3 members US4 & CA4 both ending in 4, I created a fake one for testing "US41" and this one works fine. I have been checking with OS support, but they just want to repeat over and over the same testing we already did with them on a call To me, after checking all that I could, seems like a bug in the new V9.1, but if anyone has any ideas please let me know.- 45Views0likes1Comment
Application report in workflow
Hi, I have installed the solution 'Application reports' in my application. I have added the report WF_ImportDetail_AccountMapping_RPTAR to my workflow by using a form template. When I click on the report in the workflow i am getting a pop-up screen for a parameter. The report should automatically use WF Profile, WF Scenaro en WF time. How do I set that up? John13Views0likes0Comments