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NS2025's avatar
NS2025
New Contributor II
3 days ago

Automatic update of Metadata in OneStream?

Does it make sense to get OneStream Metadata (eg Entity, Cost Center etc) be updated automatically from upstream source system such as SAP? I would have thought it would be far too risky but just wa...
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anna_ivinska's avatar
anna_ivinska
New Contributor
3 days ago

Hi NS2025​ 

In our company we have fully automated Entity update from an external MAster ORG tool/db. But all logic to identify change is built outside OneStream. (or, it is possible to bult it in new tables within Onestream as well).

The principle is: 

  1. make 2 snapshots of ORG : one from Onestream previous period, another - from ORG master - latest period
  2. compare snapshots to find delta - NEW, Changes (various fields), MOVEMENTS (in hierarchy)
  3. populate changes into own tables
  4. create xml files based on tables
  5. put files on sftp
  6. trigger powershell script on Azure - log into Onestream and initiate Data Management job "get files from sftp". Business rule with connection to SFTP does already exist in Onestreram (extensibility rule)

We are using several systems for full automation.

  • NS2025's avatar
    NS2025
    New Contributor II
    2 days ago

    Hi anna_ivinska​ - that's very interesting indeed.

    Two questions:

    (1) What is ORG that you are referring to? Do you mean entity structure in your environment?

    (2) Are you using any text variables in your entity dimension that drives consol, workflow, calc or reporting behaviour?  If so, how do you ensure that correct text variables are deployed in OneStream entity structure?

    Thanks for sharing!