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WillVitale
Contributor
February 9, 2023
Solved

Monthly Currency Load Automation

  • February 9, 2023
  • 2 replies
  • 0 views

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

Best answer by mkohorst

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_0-1675975798557.png

 

 

 

 

2 replies

L
LeeB
Contributor
February 9, 2023

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

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WillVitaleAuthor
Contributor
February 9, 2023

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.

M
mkohorstAnswer
Newcomer
February 9, 2023

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_0-1675975798557.png

 

 

 

 

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    WillVitaleAuthor
    Contributor
    February 9, 2023

    Thanks for the information!

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