OneStream Consultants - Cube Views, SQL & BI Dashboards
Cube Views - Expand / Collapse Row Navigation
Cube Views - Expand / Collapse Row Navigation
Cube Views - Expand / Collapse Row Navigation
- A few OneStream Dashboards with Interactive Cube Views can satisfy most balance Inquiry Requests.
- Users Modify the Cube View retrieve using Data Filters and Tree prompt buttons.
- OneStream Consultants use Cube Views to build BI Report packages. The BI Reports also use the Dashboard Data Filters.
External SQL Reports - Drop-Down Data Filters
Cube Views - Expand / Collapse Row Navigation
Cube Views - Expand / Collapse Row Navigation
- OneStream Consultants connect to external SQL data sources in OneStream Dashboards.
- Since the reports share data filters, disparate data sources appear integrated.
- Assembling the content in Dashboards is essential for Enterprise Performance Management Reporting. I.e. Report detail data not stored in OneStream, using OneStream
- 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 Sales Order Detail Report share data filters. As a result, Selecting Order Detail essentially performs a single-click data drill-down from the Summary Report.
- As Illustrated above, selecting the Order Detail returns many records for each row in the Customer Summary Report. (All Customers, for 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
- Since the Detail Report and Summary Report share data filters, selecting the Summary Report executes a single-click data drill-back
- Illustrated above, the Sales Order Detail Filter is changed from ALL CUSTOMERS to AT&T.
- Illustrated below, subsequently selecting the Summary Revenue Report executes a Drill-Back on AT&T. The Variance, -4,989,369 ties to the AT&T Detail Report subtotal.
Single Click Cube View Drill-Down - No End User Training Required
- The Summary Report in our Illustration is OneStream Studio SQL, however, a Cube View would work much the same way.
- Unlike the typical multi-step Cube View drill-down, users click on the Detail tab to run a drill-down report.
OneStream Studio Consultants - BI Dashboards
BI Reports Assigned to Dashboard Tabs
- OneStream Consultants configure Studio Reports to use OneStream Dashboard Data Filters. No Training Required to run reports.
- Illustrated below, our Board Book / Report Package is filtered for Period Jan 2020 and Variance Scenario, Forecast.