UPGRADE REMINDER
Howdy folks! As a reminder, we are rapidly approaching the Community platform upgrade, slated for Wednesday, December 4. We anticipate downtime and some things looking wonky up until noon EST. Please bear with us as we get everything updated and sorted. Here's what you can expect while the upgrade takes place: December 4 1am- 6am EST - Community platform magic begins! 7am EST- SSO back up and running! AKA: users will be able to login again 8-12pm EST- visual enhancements are put in place For those in time zones ahead of EST, we expect you might have several hours where the community is unavailable. We apologize for that. Unfortunately, it's unavoidable BUT we promise it'll be worth it😀 Additionally, we will post a helpful blog to get you oriented with the upgraded community. We are excited for you to try out the new OneStream Community!
Extensibility Series: Dive into Horizontal Extensibility
What is Horizontal Extensibility? Horizontal extensibility is the game-changing technology in OneStream that allows for sharing and inheriting metadata across Scenario Types. With this ability, the business processes can dictate application design instead of vice versa. Within a OneStream cube, we can assign differing base members to each Scenario Type while sharing all relevant parent members. This means, not only can actuals, budgets, forecasts, long-range plans, detailed data sets, and more be contained within the same cube, but their proper level of inputs can be incorporated into the model as well. In legacy corporate finance software landscapes, it is common to see some of the following: Dummy input members to key/load data at different levels in a hierarchy Separate cubes or disparate systems with slight variations of the same hierarchies Multiple versions of the same common reports Duplicate data residing in multiple tools to facilitate the separate needs of each process Inconsistent data tie out points across systems causing skepticism and confusion In OneStream, we can create a single common set of master metadata and through horizontal extensibility, the input levels can follow each distinct process needs. The most common example of this is a budget or forecast that is completed at a more summary level than the actual financial data. In the CPM Blueprint application, you can see this type of extension in the account dimension. In this application and shown in the image below, Net Revenue is the base input member for budgeting and forecasting while actuals are captured at a lower granularity. No longer do we need to maintain separate charts of accounts, create dummy input members, or store input data in separate systems to accomplish this. We don’t even have to maintain separate reports. All these needs from input to reporting can be maintained in a single OneStream cube with commonalities shared. The example above is within the account dimension, but to understand and unlock the full potential of horizontal extensibility, we will look at how this concept can be applied across multiple OneStream dimensions. In the CPM Blueprint application, we can see this use of horizontal extensibility when we look at the LongTerm Scenario Type. The long-range planning process in this application takes place at a more summary level. Like budgeting and forecasting, the account input is at the Net Revenue level. However, in the LongTerm Scenario Type, input into the Geography and Product dimensions (shown below) vary from actual, budget, and forecast. The ability to utilize extensibility in these ways unlocks so many possibilities when designing scenarios, cubes, and global applications. Using horizontal extensibility across Scenario Types allows us to make the user experience more targeted by adding/removing members and entire dimensions from Scenario Types where they are not valid. The examples above focused on processes occurring at different levels in the same hierarchies, but what if an entire dimension is not valid? An example of this in the CPM Blueprint application is the Cash Flow dimension. Below, you can see this dimension assigned to the Actual Scenario Type meaning all Cash Flow members are included and valid in scenarios created with that Scenario Type. However, in the active planning Scenario Types (Budget, Forecast, LongTerm), the “Root” dimension is assigned on the cube properties meaning only the None member is valid. Organizing the cube to be more targeted in this way will reduce confusion among end users and limit potential data unit explosion caused by rogue rules, imported zeros, or other configuration issues. Business rules without proper filtering and removal of zeros can potentially assess and/or write to significantly more intersections than intended.Additionally, configuring the cube properties correctly by assigning the Root dimension for those that are inactive on a Scenario Type will allow you to update and add new dimensions in the future. An example of proper cube dimension assignment is shown in the next section. How Should Horizontal Extensibility be Applied? Applying horizontal extensibility follows three main steps: Planning & Preparation Configuration Cube Assignment Planning & Preparation Every project should begin with a design. Measure twice, cut once. Start with a list of processes and data sets that are planned to be incorporated into OneStream. Next, list out the various reporting dimensions that are used in each. Finally, create a grid with the processes in the columns, the dimensions in the rows, and fill in where they are valid: This chart can start to help us see that actuals and long-range planning should utilize separate Scenario Types (to vary the inclusion/exclusion of entire dimensions), but it does not give us clarity into the differences between the shared dimensions. In this example, accounts are needed for all four of the processes, but we don’t yet know which accounts are needed in each. At this point, I like to compile a complete list of all possible members and hierarchies and go through the exercise of determining where they should be valid like the chart below: After this exercise has been completed for accounts, it should be repeated for each reporting dimension identified to get a full understanding of each data set. Based on the above account-level breakout between the four different processes, we have some decisions to make. The existing process is set up as shown above, but should it be that way in OneStream? Should we create separate account extensions for both budget and forecast? Or do we potentially see the inclusion of Balance Sheet information in the forecast? Are there any initiatives to budget and/or forecast at a different level than currently? Is the business happy with the detail in which the long-range plan is generated? This is the time to avoid lift-and-shift mentality and set the foundation for future growth in the platform. Really discuss the possible extension points in each dimension and come to a decision as a business. This is a key design decision. Configuration After discussing internally with all stakeholders and making decisions around horizontal extensibility, it is time to configure the dimensions and identify any issues with the extension points. After creating a summary dimension at the highest identified level in the member structure, the extended dimensions will utilize the Inherited Dimension property on creation. In the newly created dimension, we will notice the inherited members in gray and we can begin to add in the extended members. In most cases, we recommend extending from base members only. Vertical extensibility will be covered in another article, but when we look at consolidating data between linked cubes, extending from parent members causes the data to not consolidate from sub cube to parent cube. It should be noted that the Entity dimension does not follow this same restriction. In the image below, you can see an account extension that does not follow our recommendation to extend from base members on the left (Example A) and an account extension that does follow our recommendation on the right (Example B). In Example A, two issues have been identified: 1) Five base accounts have been extended from the parent OtherOpExp. You can see this difference via the black & gray text in the account dimension library. accounts 541000, 541100, and 541950 are in the gray text signifying they have been inherited from the parent dimension while the five base accounts from 541200 - 541600 are in the black text signifying they have been created in the currently selected dimension. This is an example of extending from a parent member and it will not consolidate correctly across linked cubes. To resolve this configuration issue, it is common to see one of three solutions: All the base members under OtherOpExp are included in the parent dimension and then inherited into the extended dimension. Input in the parent dimension would be to 541950 - Other or one of the other base members. Only the member OtherOpExp is included in the parent dimension and all child accounts in the extended dimension. Input in the parent dimension would be aggregated to an OtherOpEx level without the breakout of 541000, 541100, & 541950. A new parent member would be created in the summary dimension to extend from. An example of this is shown below. This facilitates the desired split of base members between dimensions but may cause confusion among end users when viewing the hierarchy. The risks of this can be mitigated with proper end user training and documentation. Each of these solutions comes with pros & cons that should be weighed and discussed by the business. 2) The parent accounts TravelEntExp and HRExps are extended from the parent account OpEx. This is an example showing that even though the base members do not have siblings in the inherited dimension, the parents cannot have siblings in the inherited dimension either. All members in the extended dimension, both parent and base, should be extended from a base member. Example B shows the common solution for this configuration with the Travel and HR expense parents included in the parent dimension and all base members in the extended dimension. However, a similar approach with the _EXT parent member could be applied here as well. While discussing these extension points and deliberating whether to move members up/down a dimension or add _EXT parent members to apply extensibility properly, the future state goals should be considered. If the summary dimension you are creating is to facilitate the forecast process today, but that process does not include details around travel and HR expenses, might it in the future? Should you include these members and grow into their use? Is there a roadmap to expand your planning capabilities in these areas? Moving parent members between dimensions later can be accommodated, but moving base members is more difficult. The recommended practice is to extend from a base member, but there are some outlying use cases where extending from parent members is acceptable: If the intent is to not consolidate the data up the linked cube structure. If there is no linkage between cubes and the intent is to limit the members visible to end users. If it is in the entity dimension. As a reminder, the example shown was of the Account Dimensions, but this also applies to Flow Dimensions and User Defined Dimensions. To aide in the process of creating and validating extensible dimensions, the utility “Extensibility Relationship Analysis” on Solution Exchange can help identify potential issues with parent-child relationships. Cube Assignment After we have designed and created our account dimensions in an extensible fashion, we need to assign them to the cube. Properly applying dimensions on the cube settings is critical to unlocking the flexibility that horizontal extensibility provides. Non-data unit dimensions (Account, Flow, UD1 - UD8) should be applied on the specific Scenario Types that are in use. Any unused dimensions on those active Scenario Types should be assigned to the “Root” dimension (Ex. RootUD4Dim in the image below). Assigning the Root dimension instead of (Use Default) allows for that dimensional assignment to be changed a single time later and activated for data input on a go-forward basis. More information on proper cube dimension assignments can be found in the linked article. Recommendations & Considerations Horizontal extensibility is more about providing flexibility and data model integrity and less about managing data unit sizes. Yes, it can shrink the potential data unit size and mitigate the impact of a rogue calculation, but the main focus is on creating a single source of truth by allowing for a single set of master metadata. It is such a powerful driver of adoption to be able to meet the various parts of the business where they operate. When planning for extensibility, one should be forward thinking. Ask questions during design and be mindful of future expansion. Talk to other parts of the business to understand how they operate. What levels do they report or plan at? What is on the roadmap? Is there any defined need for extensibility that can be captured now to facilitate future adoption? Horizontal extensibility should be applied with a purpose. Define the need for extending and get alignment throughout the business. Parent members can be moved between dimensions since there is no data stored in the database at that level, but base members cannot change dimensions. If there is a plan to include certain members or hierarchies in a data set in the near future, you may want to incorporate them now. With proper configuration, horizontal extensibility should then be utilized in Cube Views, Parameters, Business Rules, and more to drive standardization. Below are a few examples of how this can be applied. Member Filter Expansions Applying extensibility and utilizing the provided member filter expansions can allow for the same row/column set to be used across varying Scenario Types in OneStream. If the business has a standard Income Statement where the only difference between processes is the level of detail, it can be created as a single report and shared across Workflows. Two member expansion functions to point out here are .Where() and .Options(). .Where(MemberDim = Value) Example: A#60000.Base.Where(MemberDim = |WFAccountDim|) .Options(Cube = CubeName, ScenarioType = Type, MergeMembersFromReferencedCubes = Boolean) Example 1: Targeting a specific extension point A#19999.Base.Options(Cube = [Total GolfStream], ScenarioType = Actual, MergeMembersFromReferencedCubes = False) Example 2: In combination with XFMemberProperty() to create a more dynamic member formula A#60000.TreeDescendantsInclusive.Options(Cube = |WFCube|, ScenarioType = XFMemberProperty(DimType = Scenario, Member = |WFScenario|, Property = ScenarioType), MergeMembersFromReferencedCubes = False) Calculations The same member expansion functions shown above should be considered when writing calculations across the platform. They can be a tool to make calculations more dynamic and necessary at times to make them more targeted. Another consideration is the function api.Data.ConvertDataBufferExtendedMembers when copying data across extended dimensions. A common need is the ability to copy actual data into a forecast and this function is a performant way to do so while also accounting for extensibility. The ConvertDataBufferExtendedMembers function aggregates the data from extended members in the source data unit to the base level of the target data unit. After aggregating the data in memory, it can then be manipulated and/or stored using the target dimensionality. Additional information on utilizing ConvertDataBufferExtendedMembers can be found in the OneStream Finance Rules and Calculations Handbook and the Tech Talks series on OneStream Navigator. Finally, when applying horizontal extensibility, it is important to keep in mind that it is not just applied to a single hierarchy. The business must be mindful of all alternate hierarchies and incorporate extensibility there as well. It should also be thought through how certain extension points in one dimension could impact its use in another dimension. For example, excluding balance sheet accounts from a forecast could impact the ability to make use of a Cash Flow dimension and corresponding calculations. Conclusion If applied properly, horizontal extensibility can provide amazing benefits. Reduce technical debt by incorporating many fragmented processes Encourage adoption by meeting users where they operate Facilitate reporting and reduce data movement/maintenance Provide a single source of truth The topics outlined in this article should be discussed and utilized during a design to properly apply horizontal extensibility. For additional examples, the CPM Blueprint application can be referenced. Examples in this application include Accounts, Geography, Product, Cost Center, Customer, and Vendor.Extensibility Series: An Overview of Extensibility in OneStream
What is Extensibility? The concept of Extensibility in OneStream is the capability to incorporate multiple use cases and future growth with a single foundation. I like to relate this to a dinner table that can expand and add additional table leaves while maintaining the same integrity. The OneStream platform, in tandem with Workflow and Extensible Dimensionality expands on this concept by providing users with multiple ways to extend their platform footprint. When designing an application or planning for expansion to the existing footprint, these concepts are crucial to understand and apply correctly. Extensibility in OneStream is a broad topic and can mean something different to each person in the community so I would like to break our language on this topic down further into the following categories: Horizontal Extensibility Vertical Extensibility Workflow Extensibility Platform Extensibility Horizontal or Scenario extensibility relates to the ability to extend and use different levels of a hierarchy for different business purposes. It also provides the ability to target when and where dimensions need to be included in the data model. Have you ever wanted to input data at a parent level? Through horizontal extensibility, that parent can become a base for input in a different scenario by using the scenario type settings and properly applying Cube Dimension Assignments. What if you have highly detailed metadata that only applies to a specific use case? Horizontal extensibility can help limit the potential intersections that aren’t valid for all the other use cases by assigning it only where it makes sense. Vertical or Entity/Cube extensibility relates to the ability to include/exclude detail at different levels up the entity hierarchy. The Data Unit is a key concept to understand in OneStream and it is important to properly manage its size to allow for optimal performance while accounting for future growth. Vertical extensibility also relates to varying dimensionality across business units. When you report consolidated financials, do you need to see the lowest level of department detail? Each individual product? Every project? The most granular GL accounts? If the answer is no to any of these, vertical extensibility can help. Lower-level entities can still report at a detailed level, but the data can be collapsed to a summary level to facilitate the reporting and increase performance. Does your organization have Business Units with very different operations? Perhaps vertical extensibility can provide the flexibility you need to vary the dimensionality at a detailed level but consolidate to a common summary level. Workflow extensibility relates to the ability to vary the input steps & methods within each process flow. Workflow steps and settings can be adjusted on each scenario type or can be combined if multiple processes follow the same responsibility hierarchy. Workflow extensibility can be configured on each parent cube to tailor the software interface to match the process needs. Is your Actual data collection process more import driven and the Planning process more forms, calculations, and dashboard driven? Workflow extensibility can help split these processes and make them easier to manage from an administration standpoint. Are some data collections imported in a centralized fashion while others have their responsibility distributed to more end users? Entities can only be assigned once in a Workflow hierarchy so to vary the entity signoff responsibilities, Workflow extensibility should be utilized to allow for differing entity assignments. Platform extensibility relates to the ability to vary where data is stored and how it is utilized within the platform. It also includes the ability to have multiple applications within one environment that can talk to each other. OneStream has the unique ability to consume, utilize, and report on data regardless of if it is stored in cubes, relational tables, or even externally. The capabilities in this category are expanding rapidly and should be considered during all solution design activities. Do you plan at a named personnel level? By each individual capital project? It’s important to determine what is necessary in the cube for consolidated reporting versus what can live outside the cube to be reported on more at a base entity level. Through platform extensibility, we can combine cube data with relational data to achieve the optimal balance between performance and reporting needs. Is the process you are designing more operationally driven and your data dimensions more transient in nature? Perhaps none of a specific data set needs to live in a cube, or even OneStream at all. Platform extensibility allows us to utilize entirely relational data, web content, and even external data sets. How should one think about Extensibility? Extensibility is foundational to OneStream. It should be thought of as a tool as essential as the level. Without it, you can probably get the job done and, on the surface, it might look okay as well. But over time, you are likely to discover structural integrity issues. It is probable that what you built may no longer be able to do everything you need it to. We use extensibility to right-size data units. We use extensibility to input at the right level. We use extensibility to fit the business process. We use extensibility to set the foundation for the future. I’ve heard people talk about extensibility in that you are “locked in” to the choices you make now. While there is some truth in that, it should not be thought about as a box, but a key to the future. Applying extensibility opens the door to so many more options in the future. Design the process and use extensibility as the tool to bring it all together. As mentioned in the Guiding Principles article, the importance of designing the process cannot be stressed enough. Don’t look for a tool, look for a problem and use the tools provided. Be forward thinking during design and ask questions to all stakeholders to make sure future functionality is accommodated for. Be sure to understand how the business operates and what is on the roadmap so that the proper foundation can be built. Recommendations I will begin with a disclaimer, there is not a single be-all, end-all way to implement extensibility in OneStream. I have seen applications with no extensibility and ones with too much extensibility. While there is a middle ground that should be found, the applications without extensibility are those that much more commonly have issues. A lack of vertical and platform extensibility tends to lead to performance issues. A lack of horizontal and Workflow extensibility tends to lead to flexibility issues. The applications with too much extensibility less commonly run into performance or flexibility issues, but they do have a higher maintenance burden. This is why, as architects, it is our job to balance performance, usability, and maintenance when thinking about these four types of extensibility. It is our recommendation that extensibility be considered in every single design and that it should be implemented nearly every time. To not use extensibility should be an exception, not the norm. During a solution design, I like to fill out a matrix like the one below to visualize what detail needs to be included where. With this, you can start to shape the Scenario Types, cubes, dimensions, and any platform extensibility. When looking for extensibility configuration examples, look no further than our CPM Blueprint application. This application has example configurations using our leading practices. Looking at UD1 as an example, one can see our common configuration of a “MainUD1” dimension parent to summarize the BU and Cost Center details into a common dimension. This is a concept we apply to all user defined dimensions to facilitate both vertical and horizontal extensibility. To facilitate vertical extensibility, dimensional detail that is not needed in a parent cube can be collapsed by assigning MainUD1. The dimensional detail is then extended from “TotUD1” to expand into the necessary levels of detail for each data collection and reporting need. This allows both “None” and “Top” to be active at all levels in the dimensional hierarchy. Another example of extensibility on display in the CPM Blueprint application is in the cube configuration. Focusing on the financial reporting structure in this application, it follows our recommendation for a base-summary cube relationship between Business Unit and total company reporting. I commonly apply this configuration even if there is only a single child cube and a single parent cube because it opens the door to so many more options in the future: More flexibility to expand child cubes horizontally and plug in different dimensionalities Greater ability to collapse the data unit if its size becomes an issue Further future-proofing as it allows for more platform expansion with the same foundation Finally, this application also has Workflow extensibility on display. On the cube settings, you can see the connection between top level and base cubes. You can also see the Workflow suffixing applied in the CPM Blueprint application. In this example, the Actual Scenario Type has a different process flow and responsibility hierarchy from other data collections, so it has been given its own suffix of “ACT.” Budget and Forecast follow the same process flow and responsibility hierarchy so therefore share a Workflow suffix of “BUDFCST.” This allows each process to have its own configuration and entity assignment. Conclusion Extensibility in OneStream cannot be overlooked. During a solution design, each of the four types of extensibility should be weighed and discussed to see which tool is right for the job: Horizontal Extensibility Vertical Extensibility Workflow Extensibility Platform Extensibility If you conclude that extensibility is not right for you, be absolutely sure. If the choice was up to me, the benefits of future flexibility and performance reliability greatly outweigh the potential need for additional administration overhead and end user training that come with extensibility.New Self Registration Functionality- Now Live!
What: OneStream users can enjoy a new experience with the Self-Registration process to the OneStream Portal! Customer users will have easy, seamless access to all OneStream resources for education, community, product knowledge, forums, and certification offerings. Who: All customer users are eligible to sign up through the Self-Registration Portal and receive access to OneStream’s resource offerings. Note: If you are already registered with an OneStream Okta id, you do not need to register again through the Self-Service Portal. Why: The new Self-Registration process will replace the old ticket system that relies on manual steps for accessing OneStream education, identity management system, and Okta. Users will be empowered to quickly verify their identity and access OneStream resources within seconds. How: To self-register, new users will go to the OneStream Portal, (https://osportal.onestream.com) to access the Self-Registration signup link. After clicking the link, the user’s information is queried, and a verification email is sent to the registered address. After clicking the link in the email, the user completes the Self-Registration process and enters OneStream Resources. For your convenience, OneStream has provided the following link, (OneStream Portal Self Registration) to Self-Registration videos and user guide to assist. As always, OneStream values our customers and thanks you for your patronage, collaboration, and partnership!Upcoming Changes to OneStream's Support Portal
On October 21st, we’ll be taking a significant step by migrating support ticketing from Incident Management to Case Management, along with several other exciting changes. This change will help streamline your support experience and get you to the proper resources as timely as possible. You will be able to have more transparency throughout the whole experience, including new features like requesting a callback. Here’s What’s Changing: New Case Submission Process: Improved, more guided process within the portal. Also, depreciate the use of support@onestreamsoftware.comemail to create new cases. Request a Call Back Functionality: Talk directly to a member of OneStream on the phone or virtual meeting! Global Education Services (GES) Support: Open cases for the GES team (Certification, ONECommunity, Press, Training and Training Labs) directly within the Support Portal- getting you help faster than ever before. New Portal URL: We are consolidating the support portals used by our customers into one dynamic support portal, with a new URL. Users will automatically be redirected to the new portal when using the general link ( https://onestreamsoftware.service-now.com/ ) or when accessing the Support Portal via Okta. (Any previously bookmarked links may no longer work following the change) New Portal Interface: Improvements to the support portal interface and the associated email notifications to improve the overall experience. Support Knowledge Base Enhancements: Improving consistency and relevancy Historical Ticket Data: Existing incident and request tickets will be converted to Cases and will continue to be accessible in the Support Portal (assigned case numbers may not match the previous incident/request numbers from the previous tickets) Here’s What You Can Expect: During the maintenance window, the OneStream Support Portal may be inaccessible while the necessary upgrades are performed. (This maintenance does not affect use of the OneStream application) Following the completion of the maintenance, a notification will be sent regarding the success of the upgrade within the next business day Here’s What you Need to Do: Familiarize yourself with the key changes noted above. If you experience any critical issues with the OneStream application during the maintenance window, Email your Customer Success Manager directly. Questions? We are here to help. Should you have additional questions about this change, please contact your Customer Success Manager.
