What is the most efficient method for exporting FX rates to a CSV file in OneStream?

Answer

• There are several options, but approach really depends on the scope of the export (number of periods, rate types, etc…all or partial?).
• Option 1:  Build an Excel template that can be accessed refreshed and saved as a CSV file. This will enable the saving of the information as a CSV file.
• Option 2:  Use the standard Application Load/Extract / Extract / FX Rates CSV functionality.
• Option 3:  Create an XFBR Extensibility Rule (sample here) to query for the rates and export to a CSV file…note this extracts in the same format as Option 2 above.

 

 

 Source: Office Hours 2020-10-22 Partner Enablement