Perficient was engaged with a consumer that needed to have the ability to drill down from a abstract report into the main points of their Factor Planning database. This was accomplished in OneStream utilizing linked dice views and certain parameters. The mission group created 2 separate drill downs:
From abstract info to element inside the dice.
From element inside the dice to particular person transactions inside the Factor Planning database.
The mission group set this up utilizing:
Sure parameters
Linking dice views
Making a dashboard with each dice views
Including one other dashboard with the element from Factor Planning
Sure Parameters:
Each drill downs had been accomplished utilizing Sure Parameters within the Dice View. Sure Parameters are setup within the dice view underneath Common Settings/navigation hyperlinks.:
Sure Parameter names are entered underneath every dimension that must be drilled down on. Any mixture of numbers, letters and underscores (_) might be entered as a certain parameter identify (No particular characters or areas). For instance, the mission group got here up with “ParentClick_UD1” for the UD1 dimension:
Linking Dice Views:
Choose the dice view to hyperlink to within the Linked Dice Views part:
The Sure Parameter is used as a parameter within the linked dice view by enclosing the identify with stable strains and exclamation factors (|!). The mission group put the parameter on the Level of View (POV) within the linked dice view:
We used the variable |CVUD1| within the whole and element rows:
This permits the UD1 member to be up to date in 1 place (perspective) as an alternative of on every row.
Run the Abstract Dice View and it appears to be like like this:
Proper click on on a cell and Navigate to the linked dice view (Detail_Cube_View):
To see the element within the dice:
Mother or father to Element in a dashboard:
Connect the dice views in Dice View dashboard parts:
Put the dice view parts into separate dashboards:
Set the element dice view to refresh and redraw the element dashboard:
Mix the two dashboards into 1 dashboard:
Run the mixed dashboard:
The element dice view will now replace based mostly on the quantity that the consumer clicks on within the dad or mum dice view/ dashboard:
Including element from Factor Planning:
Setup the certain parameter for Situation, Time and UD1 on the Element Dice view:
The mission group copied the SQL Desk Editor Register element from Factor Planning to a different dashboard:
Used the Sure parameters from the Element Dice View within the The place clause on the SQL desk editor:
Set the Factor Planning dashboard to refresh when the Element Dice View element is clicked on:
Word: 3_SourceDrill comprises the 3b_Source_Grants dashboard and they’re going to each be refreshed.
When clicking on a quantity within the element dice view the element seems within the desk beneath it:
