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To load new metadata into CXO, press the “Edit Dimensions & Hierarchies” button in the bottom left corner of the screen. A new screen is shown, similar to the one below.
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Before looking into details for each of the selectors and text boxes, let’s first explain the global flow of the screen. To push new metadata perform the following actions:
Select the Cube from which the metadata needs to be taken.
Under Dimension Selectors select for each dimension the specific dimension to be taken. The selector shows the name of the dimension followed by the scenario type between this dimension belongs to in parentheses.
Press the refresh button next to the Dimension Selectors column to populate the Hierarchy Selectors.
Under Hierarchy Selectors select for each dimension either the root member of the hierarchy to be exported or choose to specify a custom expression for member selection.
When a root member is selected, the metadata push contains this root member and all of its descendants. Using the member property filter the hierarchy can be filtered further.
When the option (Custom Expression…) is selected, the metadata push contains all members that are a result of this filter. These members are organized as a flat list under a single root member.
Under Custom Expressions choose the OneStream custom expression to select the members to export. Only needed when (Custom Expression…) is selected for the hierarchy selector.
. These expressions should follow the OneStream expression syntax, for which we refer to the OneStream documentation.
Under Member Property Filter optionally select the Text property used to filter the dimension. Not applied when (Custom Expression…) is selected for the hierarchy selector.
Press the load button on the right of the screen and confirm in the pop-up that appears.
When the metadata is pushed the system shows a pop-up indicating the push was successful