New for 2021 - EPMCPA OneStream Consultants BI Dashboards!

Enterprise Performance Management – Independent Consultants
Enterprise Performance Management – Independent Consultants
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    • Home
    • Overview
    • Dashboards
    • OneStream
    • System Admin
    • 4DX
    • Connect
  • Home
  • Overview
  • Dashboards
  • OneStream
  • System Admin
  • 4DX
  • Connect

Set the Meeting Agenda with OneStream Studio BI Dashboards

Meeting Agenda - OneStream Board Book Review

The CEO leads with the OneStream CM Report Package (scroll above, pages 1 - 11)


Meeting - Enterprise Performance Management 

Agenda - Contribution Margin Review


Consolidated Overview - CEO Presentation

Page 1

Actuals vs. Budget & Forecast

Financial Close Period / MTD & YTD

  • Darling Total Margin $ and %
  • Margin $ and % by Division
  • Top Margin $ Modular Home Models with Margin %
  • Where are we winning? Are the Top Margin $ Homes on target for Margin %?


Results from Operations -  Division VP Presentations

Pages 2 - 11

  • Division Total Margin $
  • Chart - Division Top Margin $ Modular Home Models (sorted by Actuals $ in Descending order) 
  • Cross Tab Variance Report - All Modular Homes for Close Period (Ranked in Descending order)
  • Which models are exceeding / not exceeding expectations for our Division?

OneStream Consultants - OneStream Dashboard Cubes / SQL

Cube Views - Expand / Collapse Navigation

External SQL Reports - Drop-Down Data Filters

External SQL Reports - Drop-Down Data Filters

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  • A few OneStream Dashboards, with Interactive Cube Views, can satisfy most Report Requirements.
  • Users Interactively modify the report by changing values assigned to the Data Filter buttons. 
  • OneStream Consultants also use Cube Views in BI Report packages (see previous CM illustration). The BI Reports also use Data Filters.

External SQL Reports - Drop-Down Data Filters

External SQL Reports - Drop-Down Data Filters

External SQL Reports - Drop-Down Data Filters

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  • OneStream Consultants connect to external SQL data sources in OneStream Dashboards.
  • Since the reports share Data Filters, disparate data sources appear integrated.
  • Combining multiple data sources in OneStream Dashboards is essential for Enterprise Performance Management Reporting.  -  View all available data.

Single Click Drill-Down from Summary Revenue to Order Detail

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  • As illustrated above, the  Summary Revenue Report displays a summary row for each member selected by the default data filter. I.e., All Customers, Periods in the Year 2020 and Variance Periods 20-Feb vs. 20-Mar.
  • Both the Summary Revenue Report and the Order Detail Report (below) share Data Filters. As a result, Selecting Order Detail  report essentially performs a single-click data drill-down from the Summary Report. 

EPMCPA OneStream SQL Dashboard

  • As Illustrated above, selecting the Order Detail report returns detail rows for each line item in the Summary Revenue Report. (I.e. Order Detail for All Summary Revenue Customers, Periods in the Year 2020 and Variance Periods 20-Feb vs. 20-Mar). 
  • The additional detail in rows and attribute columns provide Insight into the Feb vs. Mar Variance. 

Single Click Drill-Back from Detail to Summary

EPMCPA OneStream Embedded Dashboard

  • Illustrated above, the Order Detail Data Filter is changed from ALL CUSTOMERS to AT&T. 
  • Illustrated below, subsequently selecting the Summary Revenue Report effectively executes a Drill-Back using Data Filter value, AT&T. The Summary Report Variance, -4,989,369, ties to the AT&T Detail Report subtotal. 

EPMCPA OneStream Embedded SQL Dashboard

  • The Summary Report in our Illustration is OneStream Studio SQL, however, a Cube View could work much the same. 
  • Unlike the typical multi-step Cube View drill-down, users click on the Detail tab to run a drill-down report.

EPMCPA - Dashboard Best Practices Briefs:

EPMCPA SQL Reports & Dashboards (pdf)

Download

EPMCPA Self-Serve Cube View Dashboards (pdf)

Download

EPMCPA OneStream Single Click SQL Drill-Down Dashboards (pdf)

Download

EPMCPA OneStream Studio BI Report Book / Package (pdf)

Download

EPMCPA Hyperion Planning Dashboards for Financial Consolidation (pdf)

Download

EPMCPA Consultants
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