Linked Cube Views in OneStream and Drilling Down to Source Data

[poswald]

Perficient was engaged with a client that wanted to be able to drill down from a summary report into the details in their Thing Planning database.  This was done in OneStream using linked cube views and bound parameters.  The project team created 2 separate drill downs:

1. From summary information to detail within the cube.
2. From detail within the cube to individual transactions within the Thing Planning database.

The project team set this up using:

1. Bound parameters
2. Linking cube views
3. Creating a dashboard with both cube views
4. Adding another dashboard with the detail from Thing Planning

Bound Parameters:

Both drill downs were done using Bound Parameters in the Cube View.  Bound Parameters are setup in the cube view under General Settings/navigation links.:

Bound Parameter names are entered under each dimension that needs to be drilled down on.  Any combination of numbers, letters and underscores (_) can be entered as a bound parameter name (No special characters or spaces).   For example, the project team came up with "ParentClick_UD1" for the UD1 dimension:

Linking Cube Views:

Select the cube view to link to in the Linked Cube Views section:

The Bound Parameter is used as a parameter in the linked cube view by enclosing the name with solid lines and exclamation points (|!).  The project team put the parameter on the Point of View (POV) in the linked cube view:

We used the variable |CVUD1| in the total and detail rows:

This allows the UD1 member to be updated in 1 place (point of view) instead of on each row.

Run the Summary Cube View and it looks like this:

Right-click on a cell and Navigate to the linked cube view (Detail_Cube_View):

To see the detail in the cube:

Parent to Detail in a dashboard:

Attach the cube views in Cube View dashboard components:

Put the cube view components into separate dashboards:

Set the detail cube view to refresh and redraw the detail dashboard:

Combine the 2 dashboards into 1 dashboard:

Run the combined dashboard:

The detail cube view will now update based on the number that the user clicks on in the parent cube view/ dashboard:

Adding detail from Thing Planning:

Setup the bound parameter for Scenario, Time and UD1 on the Detail Cube view:

The project team copied the SQL Table Editor Register component from Thing Planning to another dashboard:

Used the Bound parameters from the Detail Cube View in the Where clause on the SQL table editor:

Set the Thing Planning dashboard to refresh when the Detail Cube View component is clicked on:

Note: 3_SourceDrill contains the 3b_Source_Grants dashboard and they will both be refreshed.

When clicking on a number in the detail cube view the detail appears in the table below it: