OneStream Dashboard Reports (Cube & External Data)
Cube Views - Expand / Collapse Navigation
External SQL Reports - Drop-Down List Data Filters
External SQL Reports - Drop-Down List Data Filters
- A few OneStream Dashboards, with Interactive Cube Views, can satisfy most reporting requirements.
- Users change default display by updating buttons (drop-down lists) E.g., Jan 2022, Actuals vs. Forecast.
- OneStream Consultants also use Cube Views in OneStream Designer BI Report packages.
External SQL Reports - Drop-Down List Data Filters
External SQL Reports - Drop-Down List Data Filters
External SQL Reports - Drop-Down List Data Filters
- OneStream Consultants connect to external data in OneStream Dashboards.
- Since OneStream Designer reports share data filters, disparate data sources appear integrated.
- Combining multiple data sources in OneStream Dashboards is essential for Enterprise Performance Management Reporting. Users view all available data.
Summary Cube Views with SQL Stage Detail Grids
- Illustrated above: A OneStream Dashboard with a cube view and a SQL stage detail grid.
- By default, the grid shares workflow parameters with the cube view. I.e. Stage Detail for Entity 400 & Fiscal Period Aug 2020.
- Users can change the Stage Detail displayed in the grid by using the drop-downs or the grid columns, not unlike Excel auto filter.
Single Click Drill-Down from Summary Revenue to Order Detail
- As illustrated above, the Summary Revenue Report displays a summary row for the customer selected in the drop-down list. The default selection is All Customers and Revenue Accounts with balances in 2020.
- The Summary Revenue Report shares drop-down lists with the Order Detail Report (below). Selecting the Order Detail report essentially performs a single-click drill-down from the Summary Report. (I.e. See Apple Order Detail 2020 subtotal, $2,028,038.
- 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 Customers.)
- The detail rows and additional attribute columns provide insight into the Feb vs. Mar variance.
Single Click Drill-Back from Detail to Summary
- Illustrated above, the drop-down list is changed from ALL CUSTOMERS to AT&T.
- Illustrated above, subseqently selecting the Summary Report effectively executes a Drill-Back back on AT&T. I.e., The Summary report changes from All Customers to a single row for AT&T. The 2020, $7,938,102 ties to the Detail report subtotal.
Interactive Dashboard Grids
Illustrated above, users can customize their view in OneStream dashboard grids. The default view was a simple list of rows.
Modifications:
- The rows have been sorted by the column, Currency.
- The rows have been filtered by columns Currency, Rate Type and Fiscal Period (similar to Excel auto filter)
- One column was removed from the grid using the control button above Grouped by:
- The Grid layout was changed to group Rate Types under each Period. (This was accomplished by dragging two column headers to the Blue bar beside Grouped by:)