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...
Forum Discussion
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:
- make 2 snapshots of ORG : one from Onestream previous period, another - from ORG master - latest period
- compare snapshots to find delta - NEW, Changes (various fields), MOVEMENTS (in hierarchy)
- populate changes into own tables
- create xml files based on tables
- put files on sftp
- 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.
JackLacava
OneStream Employee
OneStream EmployeeThis is the traditional approach, but it should be mentioned that, from version 8.5 onwards and only for Account/Flow/UDs, one can now use Dynamic Dimensions to automatically build and refresh hierarchies with just a sprinkle of code.
Hi JAck
Thanks for the info! Do we have code sample in community - to build /refresh hierarcies dynamically? Thanks in advance,
Anna
- JackLacava
From version 9.0, when you create a Dynamic Dimension Service, you get samples right there. There is also a full example in the documentation (see also how to configure the dimension to actually run your code).