Forum Discussion

WillVitale's avatar
WillVitale
Contributor
2 years ago

Monthly Currency Load Automation

Hello,

Currently a brand new customer and I was wondering if there's a way to automate currency loads from a SQL table to load into OneStream? We were told there was a way, but our consultants are telling us its not possible?

Can it be done through a Workflow using Data Manager?

 

Thanks,

Will

Data Management
Import
  • mkohorst's avatar
    mkohorst
    2 years ago

    From years ago....you probably want to replace the deprecated GetCustomDataTable call with something like this: Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)
    Using dt As DataTable = BRApi.Database.ExecuteSql(dbConnApp, sql.ToString, True)

     

     

     

     

  • mkohorst's avatar
    mkohorst
    New Contributor II
    2 years ago

    From years ago....you probably want to replace the deprecated GetCustomDataTable call with something like this: Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)
    Using dt As DataTable = BRApi.Database.ExecuteSql(dbConnApp, sql.ToString, True)

     

     

     

     

  • LeeB's avatar
    LeeB
    Contributor II
    2 years ago

    Hi Will,

    Are you referring the FX rates?  If you so, yes this is possible using BRApi.Finance.Data.SetFxRate.

    We have done it a few times for clients, and even have solutions where we grab daily rates into a custom table, calculate averages and load the result automatically to the FX rate table in OneStream.

    Lee

    • WillVitale's avatar
      WillVitale
      Contributor
      2 years ago

      Hi Lee,

       

      Yes, we put load our month end and currency rates (end and average rates) normally form a form, but was curious if there was a way for it to be automated.