Data Splitting Setup

Assign Data Splitting Workflow Profile

Data Splitting Workflow Profile are base input parent workflow profiles that are available for Data Splitting. When applied, all base input imports under this profile are available for data splitting setup.

  1. On the Settings page, click Global Options and then select the Data Splitting Workflow Profile from the drop-down list.

  2. Click Save.

    NOTE: Select Cancel to revert settings to the last saved options.

Set up Data Splitting Dashboard

  1. On the Application tab, click Workflow > Workflow Profiles > {Select Your Transaction Matching Review Level WF}

  2. Click the Workflow Profile and the Scenario you want to assign.

  1. On the Profile Properties tab in the Workflow Settings section, adjust the following settings:

  • Cube Name: Select the Cube Name from the drop-down list.

  • Workflow Name: Select Workspace from the drop-down list.

  • Workspace Dashboard Name (Custom Workflow): Click Edit (…), select OneStream Financial Close – Transaction Matching - Data Split (TXM) - 0000_DataSplit_TXM from the drop-down list and then click OK.

  1. Click Save.

IMPORTANT: Uninstall UI will reset the Workspace Dashboard name to (Unassigned). An Administrator must manually reassign the Workspace Dashboard name after performing an Uninstall UI.

Source Import

The source imports are the Base Import Children in the Data Splitting Workflow Profile assigned to a data set.