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amritp02's avatar
amritp02
New Contributor II
3 days ago

Dynamic Time Filter in Data Management Export Step

I'm building a Data Management step to export data, and I need to set the time filter dynamically.

For example, if the scenario is Budget_Final_FY26, the export should include 5 years of data: the current year, plus current year +1 through current year +4.

The challenge is that I don’t see a way to directly use “current year” in the time filter. My idea is to substitute the time filter with an XFBR string that pulls the current year and applies it dynamically.

Has anyone implemented something similar, or is there a recommended approach for handling this?

Data Management

2 Replies

  • chul's avatar
    chul
    Icon for OneStream Employee rankOneStream Employee
    2 days ago

    In your example, the Scenario name determines "current year". Your XFBR idea will work for that. But what if your scenario name doesn't contain an indicator of "current year"? You can anchor on WF Time, Global POV Time or POV Time.

    Will the job be scheduled? If so, they system won't have a POV Time or WF Time so you can't use those. If the admin isn't diligent about updating the Global POV, then the extract won't contain the data you're expecting.

    Will the job be triggered by a user from a dashboard? If so, you can pass that parameter into the step's Time Filter.

    Once you determine the logic for what determines "current year", you have options to make the job dynamic.

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

    If you haven't already, you may want to consider adding Range criteria to your Budget scenario setup e.g.

    • Range: To define a custom range that is displayed as a one-time period including the start and end time, such as 2023M12-2024M11. As data loads, each period displays this range.
      • Workflow Time, Workflow Start Time, and Workflow End Time become selectable when Range is chosen. Click the ellipsis to choose a time for each. Year or year and month can be defined.

    If this is the case, there are some BRApi's to help you retrieve these variables and derive the time range that is applicable for the Scenario selected

    Hope this helps