Forum Discussion

amritp02's avatar
amritp02
New Contributor II
4 months 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 c...
Data Management
chul's avatar
chul
Icon for OneStream Employee rankOneStream Employee
4 months 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.