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
- 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
- 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
- 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.
- 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
- 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.
- 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.