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NS2025's avatar
NS2025
New Contributor II
2 months 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 II
2 months 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.

Henning's avatar
Henning
Icon for OneStream Employee rankOneStream Employee
30 days ago

Full automation of the entity dimension also depends in my view on the type of use.

Planning, Management reporting,... ? I guess I have less issues with that (if that aligns with the security and workflow).

Statutory reporting? That is audited and published data that may be impacted, so I'd be extremely careful with that and - personally - only do it with an auditable process in place such as the one the "Application Control Manager" solution Teresa mentioned offers.