Forum Discussion

IL's avatar
IL
New Contributor II
2 months ago

Can ERP transactional data be loaded into OS?

Hi, my company's OS data integration with the ERP system has been set-up to load monthly TB's into OS and for transactional tables to sit outside of OS but with the ability for OS to query and drill-...
Data Integration
Data Management
Data Sources
Import
IL's avatar
IL
New Contributor II
2 months ago

Thanks. I have heard of other companies using a BI viewer to look at transactions but would you know if it is common to upload transactions into OS instead (given there could be millions of rows) and reasons not to do this? 
Would you also happen to know if it is possible to report on transactions via quick views or if transactions would just sit in a table that needs to be filtered on and exported into Excel to see transactions across multiple dimensions at the same time (sorry, lots of questions🙂)?

DanielWillis's avatar
DanielWillis
Valued Contributor
2 months ago

Hi IL,

Many companies import transactions for transaction matching so it is definitely not an uncommon thing to do.

Reasons not to do it for reporting that I can think of are:

  1. Is there a better method of reporting on the transactions that doesn't require importing them to OneStream
    1. you could instead display an external report using drill through functionality 
    2. Is it possible/practical to report on the transactions on a OS page with them stored externally (usually amount of transactions and time to run report dictate this)
  2. Consider your storage limits (typically these are pretty large these days)
  3. Can you can get all the transactions into the environment at the required frequency

In regards to displaying table data to users, Version 9 will be your best friend here. You can now report on data in tables as if they were cubes using Dynamic Cube Services. There is some good content on v9 and DCS in Navigator. Also some links below.

Dynamic Cube Services - an Introduction | OneStream Community

https://documentation.onestream.com/1375907/Content/Design%20and%20Reference/Financial%20Model%20Guides/Dynamic-Cube-Services/Overview.html

You can set up drill through to data in a table prior to v9 and you can also show table data in the Excel add-in using Table Views.

  • IL's avatar
    IL
    New Contributor II
    2 months ago

    Thanks Daniel, that's very useful to know. Will read more into those solutions