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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...
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!).

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.