Forum Discussion

amritp02's avatar
amritp02
New Contributor II
20 days ago

Exporting Grid View Filter Results

Hi OneStream Community,

I had a question regarding extracting dimension metadata and properties from OneStream.

Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties.

I’m trying to find out if there is a way to automate this instead of doing it manually.

Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated.

Has anyone implemented something similar or know of an approach to achieve this?

Application Properties
Extensibility
Metadata
Time

2 Replies

  • MarcusH's avatar
    MarcusH
    Valued Contributor
    19 days ago

    You can automate the the creation of the application zip file and specify what you want to include. It works at quite a high level so it might not give you the granularity that you want. If you search this forum for ApplicationZipFileHelper that will give you the syntax.

  • sameburn's avatar
    sameburn
    Icon for OneStream Employee rankOneStream Employee
    19 days ago

    Not sure if you are aware of this, but Application Control Manager (ACM) from the Solution Exchange, has a mechanism to do this for each Dimension (even if you are not using the entire solution) using Data Management to export Dimension and Properties as csv.  This is an example (from an older version of ACM) of how to setup and run, but it will also be documented in the Solution Guide for ACM. 

    Hope this helps