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JohnHenry
Newcomer
March 30, 2023
Solved

How to load field from a CSV Header record to all imported Detail records in the file

  • March 30, 2023
  • 2 replies
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I'm loading a Fixed Width data file to Stage for Transaction matching. 

This file has:

  1. HEADER record that has the transaction_date in it.
  2. multiple DETAIL records with transaction type and amounts (but no dates).
  3. TRAILER record (Ignore for this sample)

Goal - Load the DATE from header record on every detail record.

Sample File

HDR01122023
DTL0088351000000572975A000000018

DTL0088351000000123456A000000018
TRL000000

What I want to load into OneStream

Record_1:

Date: 01122023

Tran Type:  100

Amount: 572975

Record_2:

Date: 01122023

Tran Type:  100

Amount:  123456

 

Best answer by JackLacava

One technique for this sort of thing. is to set a Business Rule on the Amount dimension, so it runs on every line. When it finds the "date" line, it stores the value in the Globals object. Then, another rule assigned to Time simply retrieves and returns that value.

2 replies

J
OneStream Employee
JackLacavaOneStream EmployeeAnswer
OneStream Employee
March 31, 2023

One technique for this sort of thing. is to set a Business Rule on the Amount dimension, so it runs on every line. When it finds the "date" line, it stores the value in the Globals object. Then, another rule assigned to Time simply retrieves and returns that value.

    J
    JohnHenryAuthor
    Newcomer
    April 3, 2023

    Thank you Jack.  That's exactly what I needed.

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