Import data using multiple workflow profles
Hi everyone, I have an issue in understanding how to implement multiple import steps within a workflow. My client will load data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as "adjustments" to the previous data loaded on the cube. At each import step, however, the data will be loaded in full (with eventual adjustments) and should overwrite the data loaded through previous import steps (and this is the reason why we don't use forms but we use multiple import steps). For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on. The problem now is that since we are using a different workflow profile at each step, the system does not automatically overwrite the data loaded through the previous workflow profile, and therefore the data is just added on top of the data that was loaded in previous steps. Does anyone knows whether there is a way to overwrite data from previous loads when a new import step is used? An idea I thought about was to delete the data on the cube through sql while executing the BR Connector rule but I don't know what tables in the db hold the data that I want to overwrite. Thanks in advance for any help, and if something is not clear please ask, I'll be happy to clarify!Solved1.6KViews0likes7CommentsOrphan members - validation error required
Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue. Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.Solved55Views0likes11CommentsRunning Validate and Load Steps for Multiple Years
Hi everyone, We are uploading portions of our budgets in Excel templates across multiple years. The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up. Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule? I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible. Thanks, James30Views0likes2CommentsUnable to unlock the Work Flow channel
Hi Team, WhatIF_R&O_Adj is a Workflow Channel, and it is assigned under "Financial_WeeklyProcess" - "Base_Input Profile" (Refer the 2nd screen shot). when we are trying to unlock the channel. getting pop up like "'mnuWFChannelLockWhatif_R&O_Adj' is not a valid value for property 'Name'." and it is not listed under WF channel list(Please refer 3rd screen shot). Kindly help us to resolve the issue. Thank you, Shiva Prasad.Is there guidance on the setting for the number of parallel executions for Harvest Batch Loads?
When using the BRAPi.Utilities.ExecuteFileHarvestBatchParallel function in an Extender BR, does anyone have any guidance and/or opinions on the proper setting of the parallelBatchCount parameter? My understanding has always been to set it to a maximum of the number of CPUs - 1 , available for the server performing data management or batch load processing.108Views0likes1CommentAssistance Needed: Updating "Profile Active" Property via Extender Rule
Dear Team, I am currently working on updating the "Profile Active" property for a specific scenario type within a workflow profile. I am trying to implement this change using the below code snippet, but am not seeing the desired result: code snippet: brapi.Workflow.Metadata.GetProfile(si, "Parent Profile.Profile Name").SetAttributeValue(ScenarioType.Control.Id, 1300, Boolean.TrueString) Though I am aware that this update can be performed manually by accessing individual workflow profiles or using the grid view, my requirement is to execute this task through an extender rule. I've identified that the attribute index for "Profile Active" is 1300 and the value to be updated is of an object type. I suspect there may be an issue with the way I'm passing the new value in the code. I would appreciate any guidance or insight on how to correctly update this property using the extender rule. Your assistance is greatly appreciated. Thanks1.1KViews0likes6CommentsSetting Workflow via SmartLink
Hi guys, bit of an odd one here. Our client is looking to leverage SmartLinks once their 8.5 upgrade is complete. We are doing testing in their Development environment and have the SmartLinks up and running (mostly) as expected. Our SmartLink navigates the user to a specific dashboard, but the dashboard is WF driven. On top of that, when opening OS in the Web, it defaults the WF to the WF the user was most recently in. I know SmartLinks is a new feature, but was wondering if anyone had any intel on how far the code can go. We prepopulate parameters with the generated link, can Workflows (Profile, Scenario, Year) be set the same way? It doesn't seem like it. Not sure how I would go about this issue going forward, however. ThanksForm Update Via Excel is Appending, not Replacing
We have a form in our workflow for budgeting. Users have the option of interacting directly with the form or using a spreadsheet template we provided to update their values. There are pre-seeded values in the cube. Users can then make adjustments to the amounts. When users are updating via the form, we are getting values replaced like we would want. However, when users interact with the form and update via our provided excel file, the amounts are getting appended to the original value. We can't seem to locate where this behavior is triggered on upload to form via Excel. Is there something in the VB we need to adjust, or is this a 'standard' behavior. We'd like to let our users simply replace the values. Let me know if you need any add'l clarifications. Regards, DKSolved41Views0likes1Comment