Import Register Data

Once Planning is set up, create a Data Source and attach it to the included Connector Business Rule in order to pull the People Plan data from the People Planning custom tables and load it into the OneStream Stage. Planning tables are part of application database, so connection information is not required in the Connector Business Rule.

Create Data Source

1. Create a OneStream Connector Data Source

2. Select the PLP_PeoplePlanningData Connector

3. Assign Connector dimensionality as set below:

   1. Scenarios

      Assign to WFScenarioName

   2. Time

      Assign to WFTimeName

   3. Entity Dim

      Assign to Entity

   4. Account Dim

      Assign to Account

   5. Flow Dim

      Assign to Flow

   6. IC

      Assign to IC

   7. UD1 – UDx

      Assign appropriate UD from Connector Fields

   8. Label

      WFProfileName (used in Drill Back)

   9. SourceID

      Assign to WFScenarioName (used in Drill Back)

   10. Amount

       Assign to Amt

   11. View

       Set Static Value to Periodic

Transformation Rules

The external members created in the People Planning application need to be mapped to the OneStream Cube members. Follow the process defined in OneStream to create a Transformation Rule Profile to map this data.

Workflow Profile

Once a Data Source and Transformation Rules are created, they need to be assigned to the Workflow Profile(s) importing the data into the Cube.

If Enable Journal Loading is set to Yes in Global Options, the recommended Workflow Profile setup is to have a Workflow Name of Workspace, Journal Input, Process, Certify or a variation where Workspace comes before Journal Input. This Base Input type of Journal (Adj) Workflow Profile should also grant Workflow Execution Group access and Journal Process Group access and Read and Write Entity Group to the Entities posted. The same concept should apply to Parent Adjust Workflow Profiles.

IMPORTANT: You must reassign the Workspace Dashboard Name in the Workflow Profile after performing an Uninstall UI.