Cube view no input cell based on parameter selection
In the cube view, I have the customer selection on the dropdown list. When NoCustomer is selected, they want to see data that is loaded on Import. But they want to block the input for NoCustomer on Forms. is there an easy way to achieve this? Like if NoCustomer, read only?Task Manager Auditor / View Only Access
I have a requirement to setup auditor (view only) access within the Task Manager solution. Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution. My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned. Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.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.About Foundation Second Edition
Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality Tune Performance, and optimize your application New content on Workspaces, Smart Integration, Dashboard design, and more. Over 180 updated images. The information contained within this book is relevant to software version 8.4.0. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Foreword by Tom Shea Introduction [Peter Fugere, updated by Chul Smith] Methodology and the project [Greg Bankston, updated by Greg Bankston] Design and Build [Peter Fugere, updated by Chul Smith] Consolidation [Eric Osmanski, updated by Nick Bolinger] Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski] Data Integration [John Von Allmen, updated by Joakim Kulan] Workflow [Todd Allen, updated by Chul Smith] Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith] Security [Jody Di Giovanni, updated by Bobby Doyon] Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith] Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker] Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]About Advanced Reporting and Dashboards
Written for administrators, dashboard and report designers, plus end users, and filled with background knowledge and step-by-step guides, this book deep dives into cube views, dashboards, reporting, and highlights the tools and tricks that will take user experiences to a new level. We examine how leveraging the full power of the OneStream Platform will help you move beyond the standard interface, align your end-user experiences with your business and process requirements, promote user adoption through efficiency and ease of use, and truly maximize the value of your OneStream implementation. By the end of this book, you will have a deep understanding of the components that drive the user experience and how and when to use them. You’ll walk away with a plethora of tools and ideas to incorporate into your application to deliver your very own user experience. In this book, we will: Design and build cube views, based on data entry and reporting needs. Discuss the use of cube view extender business rules to expose advanced formatting capabilities. Explore how navigation links and drill to dashboard functionality provide intuitive analysis. Identify the benefits of configuring personalized home pages to ensure user adoption. Create working role-based dashboards inspired by real-world customer requirements. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Getting Started Keeping The User in Mind The Moving Pieces OnePlace / Out-of-the-Box Basics Cube View Concepts Fundamentals of Cube View Design and Build Cube View Formatting Taking Cube Views to the Next Level Build Your Own Cube View Dashboards Splash Screens and Home Pages Executive Dashboards Administrator Dashboards Dashboards for Budgeting, Planning, and Forecasting What Have We Learned?About Finance Rules and Calculations
Aimed at everyone from novices to seasoned veterans, this handbook—by OneStream Distinguished Architect Jon Golembiewski—will break down the Finance Engine and outline how to write Finance Business Rules and Calculations. Its insights will help propel OneStream applications to the next level. Fundamentals of the Finance Engine Detailed breakdown of the Cube and Data A look under the hood of the api.Data.Calculate function Techniques for tackling complex calculation requirements How to use the Custom Calculate function to make calculations dynamic How to write calculations for optimal performance How to troubleshoot calculations How to solve and avoid common errors and pitfalls Real-world calculation examples with detailed explanations A full application with all referenced code examples is available to download upon request from OneStream Press To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Introduction Chapter 1: Finance Engine Basics Chapter 2: Cube Data - Available Excerpt Chapter 3: api.Data.Calculate Chapter 4: The Data Buffer Cell Loop Chapter 5: Reporting Calculations Chapter 6: Managing Calculations Chapter 7: Troubleshooting and Performance Chapter 8: Common Rule ExamplesAbout Foundation
In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company’s top team of experts. Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding Tune Performance, and optimize your application To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Introduction [Peter Fugere] Methodology and the project [Greg Bankston] Design and Build [Peter Fugere] Consolidation [Eric Osmanski] Planning [Jonathan Golembiewski] Data Integration [John Von Allmen] Workflow [Todd Allen] Rules and Calculations [Nick Kroppe and Chul Smith] - Available Excerpt Security [Jody Di Giovanni] Reporting [Jacqui Slone and Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea] Introduction to the MarketPlace [Shawn Stalker] Performance Tuning I [Jeff Jones and Tony Dimitrie] - Available Excerpt Performance Tuning II [Jeff Jones and Tony Dimitrie]
