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Kamila's avatar
Kamila
Contributor
1 year ago
Solved

How to get FX rate from different source?

I have the request to automate FX rates upload. Rates are stored in DWH (Data warehouse) and that would be easy if I could simply connect there. Unfortunately DWH team doesn't allow it, instead of it they can push their FX rates into my database. Any idea how can I get them such access?

Thanks!

FX Rates
  • DanielWillis's avatar
    DanielWillis
    1 year ago

    Assuming you're in the cloud I believe your only option for someone to push something from another system into OneStream is via the REST API 'Data Management Execute Sequence/Step' endpoint.

    You can either push data in via parameters of the DM sequence or have the execution of the the sequence trigger OS to go and fetch data from somewhere (not exactly a push, more like a poke!).

13 Replies

  • DanielWillis's avatar
    DanielWillis
    Valued Contributor
    1 year ago

    Assuming you're in the cloud I believe your only option for someone to push something from another system into OneStream is via the REST API 'Data Management Execute Sequence/Step' endpoint.

    You can either push data in via parameters of the DM sequence or have the execution of the the sequence trigger OS to go and fetch data from somewhere (not exactly a push, more like a poke!).

    • Kamila's avatar
      Kamila
      Contributor
      1 year ago

      Thanks Daniel! I already took another approach with consuming the file with FX rates published by another team. 

    • RobbSalzmann's avatar
      RobbSalzmann
      Valued Contributor II
      1 year ago

      I disagree with this being the only option.  The Data API makes it pretty easy to load FXRates programmatically using a business rule.  If you have SQL access to query the DW, or ability to upload a file,  a simple data management sequence that references a business rule that uses the Data API will meet this requirement.  

      This is code you can use to set your FX Rates in the BR:

      FxRatePkUsingNames fxRatePkUsingNames = new FxRatePkUsingNames(fxRateType, period, fromCurrency, toCurrency);
FxRateUsingNames fxRateUsingNames = new FxRateUsingNames(fxRatePkUsingNames, rate);
Data.SetFxRate(si, fxRateUsingNames);

      For a more advanced integration, I use this with code that calls the source system REST API from the same Business Rule to pull the FX Rates on demand using a Data Management sequence.

      • DanielWillis's avatar
        DanielWillis
        Valued Contributor
        1 year ago

        The OP was after an automated option, his IT had ruled out OS pulling data from the source, and so they were interested in options for automatically 'pushing' data into OS. Yes they should use those fx rate api functions whichever method they go with.

  • chris_rothermel's avatar
    chris_rothermel
    Icon for OneStream Employee rankOneStream Employee
    1 year ago

    Have you seen the OpenPlace Solution called "FX Rates Manager"?  I've used it and it was surprisingly easy to load FX Rates into OneStream from either the Central European Bank or the Federal Reserve.  That would obviate the need for your own Data Warehouse but reviewing this solution may give you some ideas on how to automate the loading of FX Rates.

     

    • Kamila's avatar
      Kamila
      Contributor
      1 year ago

      This is very helpful, thank you Chris! I have already chosen the approach with reading the file with FX files that is available on shared location. I am using WINSCP libraries for it. However thank you once again!

      • chris_rothermel's avatar
        chris_rothermel
        Icon for OneStream Employee rankOneStream Employee
        1 year ago

        Excellent.  I like WINSCP very much but am not familiar with the libraries.  Sounds like something new to learn.