The metadata loading feature in the OneStream dashboard allows the user to push members from the OneStream System into CXO. This page goes through all the steps to push metadata for a given source.
This page assumes a source has been created in OneStream and the source is opened in the CXO Dashboard, as shown in the image below.
The source details screen shows for each dimension the currently configured dimension, hierarchy and member filter. The letters indicate the customizable dimensions in the system: A = Account, E = Entity, S = Scenario, F = Flow, U1-U8 = User-Defined dimensions.
Behind each dimension letter is the specific dimension to export. Next to that is either the top member or custom expression to determine which members need to be selected. In case it’s a top member (like Root), all members under that member include the selected member itself are exported to CXO. If it’s a custom expression, it exports all members resulting from the expression. Finally it shows the member filter.
Push new metadata
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.
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 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 a custom expression.
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.
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