Central 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?
Unable to Complete Workflow due to Security Access
Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user. Any help would be greatly appreciated. I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month. My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow. The security settings for the workflow are very simple, so it's not clear what could be the issue here. Is there another way I could get around this?
Show the Workflow Multi-Period Processing page from a dashboard button
Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button? we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action? here is how we set the button Can anyone help? Thanks and regards Massimo
Calculation definitions are not executing in the expected sequence.
Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.
Workflow channels with scenario copies
Hi All, In our multi year planning process, most entities need to upload four sets of fixed costs (all loaded by the same team, but sent to that entity's finance team by different functional teams), in addition to all the driver-based costs we're calculating (mostly based on form inputs). For the four sets of fixed costs, we have four import profiles under the same parent workflow. The entities import their files and then run a DM sequence from a dashboard to run the validate/load for a range of years they can select. When they run this sequence, all import profiles (under the same parent) that have been imported are validated and loaded. We had not set up workflow channels on the different loads, and everything was working as expected. The different import profiles will use some of the same accounts, but different sets of cost centers. We did not see any collision of data when the same accounts were loaded, and if a balance that had previously been loaded in one import was removed from the import template and reimported, the data in that account would be cleared from the cube (even if that account was only used by one of the four imports) after the next validate/load. Now that we have started to copy cube data from one completed scenario (CY) to another blank scenario (CY_v2), so that some changes can be made to CY_v2, we were running into issues with our fixed cost loads in CY_v2 (balances not clearing, other values being overwritten). This makes sense, and we had not considered loading the fixed costs to copied scenarios. We would like to be able to only load one of the four imports (if say the G&A load is the only one with changes) in the CY_v2 scenario. We were hoping that workflow channels on the imports would solve the issue in the copied-to scenarios, but after completing that set up (changing accounts to nodatalock, setting up different data source members for each of the four imports, creating the channels, and applying the channels to the data source members), we are still seeing balances "stuck" in CY_v2 when previously loaded balances to a unique account are removed from the latest upload for one of the imports. We had also gone back and reloaded the "source" scenario with the channels applied, before copying the data and trying to load only a single template to CY_v2. Is there a way to use workflow channels so that all data loaded through that channel is cleared and replaced when a new import is loaded to a data source member where the channel is applied, or will accounts no longer in the latest import be left un-cleared? The documentation on the level 2 and level 3 data units seems to indicate that those accounts will not be cleared, but that does not match the behavior we see in the original loads of multiple sibling import profiles (described and bolded in my second paragraph). It also doesn't seem to match how a typical, iterative planning process would work. Any feedback would be appreciated. Thanks, JamesError when processing of uploaded Excel file
Hi all, Could you please advise how to find error in Excel file which we try to load in OneStream on Import step of workflow. When I click Process button after uploading of file, I see the below message: Invalid URI: The hostname could not be parsed. Unable to execute Business Rule 'ADU_SolutionHelper'. A malformed URI was found in the document. Please provide a OpenSettings.RelationshipErrorRewriter to handle these errors while opening a package.
"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.
