A
Anonymous
Aug 10, 2021 4:16 PM UTC
What is the most efficient method for exporting FX rates to a CSV file in OneStream?
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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