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Linked Cube Views in OneStream and Drilling Down to Source Data

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Perficient was engaged with a client that wanted to be able to drill down from a summary report into the details in their Thing Planning database.  This was done in OneStream using linked cube views and bound parameters.  The project team created 2 separate drill downs:

  1. From summary information to detail within the cube.
  2. From detail within the cube to individual transactions within the Thing Planning database.

The project team set this up using:

  1. Bound parameters
  2. Linking cube views
  3. Creating a dashboard with both cube views
  4. Adding another dashboard with the detail from Thing Planning

Bound Parameters:

Both drill downs were done using Bound Parameters in the Cube View.  Bound Parameters are setup in the cube view under General Settings/navigation links.:

Parent Cube View Nav Links

Bound Parameter names are entered under each dimension that needs to be drilled down on.  Any combination of numbers, letters and underscores (_) can be entered as a bound parameter name (No special characters or spaces).   For example, the project team came up with “ParentClick_UD1” for the UD1 dimension:

Parent Cube View Ud1 Parameter

Linking Cube Views:

Select the cube view to link to in the Linked Cube Views section:

Parent Cube View Linked Cube View

The Bound Parameter is used as a parameter in the linked cube view by enclosing the name with solid lines and exclamation points (|!).  The project team put the parameter on the Point of View (POV) in the linked cube view:

Detail Cube View Pov

We used the variable |CVUD1| in the total and detail rows:

Detail Cube View Total Row

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Detail Cube View Rows

This allows the UD1 member to be updated in 1 place (point of view) instead of on each row.

Run the Summary Cube View and it looks like this:

Summary Cube View Report

Right-click on a cell and Navigate to the linked cube view (Detail_Cube_View):

Summary Cube View Report Right Click

To see the detail in the cube:

Detail Cube View Report

Parent to Detail in a dashboard:

Attach the cube views in Cube View dashboard components:

Parent Cv Component

Detail Cv Component

Put the cube view components into separate dashboards:

Parent Cv Dashboard

Detail Cv Dashboard

Set the detail cube view to refresh and redraw the detail dashboard:

Refresh Detail Cube View

Combine the 2 dashboards into 1 dashboard:

Combined Parent Detail Dashboards

Run the combined dashboard:

Parent And Detail Dashboard

The detail cube view will now update based on the number that the user clicks on in the parent cube view/ dashboard:

Combined Parent Detail Dashboards Refresh

Adding detail from Thing Planning:

Setup the bound parameter for Scenario, Time and UD1 on the Detail Cube view:

Detail Cube View Bound Parameters
The project team copied the SQL Table Editor Register component from Thing Planning to another dashboard:

Sql Table Editor Register

Sql Table Editor Register Copy

Sql Table Editor Dashboard

Used the Bound parameters from the Detail Cube View in the Where clause on the SQL table editor:

Where Clause

Set the Thing Planning dashboard to refresh when the Detail Cube View component is clicked on:

Detail Cube View Refresh

Note: 3_SourceDrill contains the 3b_Source_Grants dashboard and they will both be refreshed.

When clicking on a number in the detail cube view the detail appears in the table below it:

Drilldown Grants

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Phillip Oswald

CPM consultant with 20 years of experience focused on making continuous improvements in the efficiency and accuracy of organizational accounting systems. Recently, I've had 2 different projects for Budgeting and Forecasting with one of them using Thing Planning.

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