Easily deliver reporting packages to your Users
As noted in the previous blog, OneStream books are an excellent way to deliver reporting packages to your users.
Also, in our previous blog, we looked at the basics of creating a book, including organizing books
into folders, and created a book that ran several reports for one entity. We will now review how to create a book
with one report repeating for several entities.
In our example today, our regional controllers would like to be able to pull the Income Statement
Trend report (which is the cube view name Income_Statement Trend_Select) for their region parent and
include all the children entities comprising their region. This is done by ensuring the parameter
ParamEntity, is used in the cube view and the book we create.
To do this, we will create our book using the cube view Income_Statement Trend_Select). For the Output Name, we will
use the parameter ParamEntity to include the entity’s description on the tab. Next, the first Excel Export Item
is set up for the top parent entity:
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As you know from my previous blog, I like to save the book before continuing to develop it. If you are interrupted or need to walk away, you haven’t lost all your work should the application time out.
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We will save this as an Excel book:
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As before, once I have saved the book, I like to update the Description and Access/Maintenance Groups as needed:
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Now that the book is saved, the next step is to create a Loop. This is necessary for the book to
Loop through all the children entities under the parent entity we selected.
To add a loop:
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The Loop Type, Loop Definition, and Dimension must all be populated in the Loop.
In this example, I am using the parameter ParamEntity and running the cube view for all the
children below the parent entity selected:
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After adding the Loop, you have several options. In this example, we will use Add Item to Change Parameters:
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Make sure to update the Parameter Values to use your parameter:
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Now that you have created the Loop and defined that you are changing parameters, you must add the type of file you wish to export. In this case, we will again export an Excel file:
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We will define this Excel Export Item the same as the initial Excel Export Item we added to the book,
but this time it is used for the children entities of the parent:
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After adding this last piece and saving the book, it is ready to run:
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In our example, we will select the parent entity Houston:
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There are no more parameters to select, so we receive the following message:
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The Excel file will contain the parent entity, Houston, and its two children as three separate tabs in the same file:
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If you wish to run this report but need to have each entity export as a separate file, you can do this by saving the
book as a Zip book:
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The zip file will automatically open after the execution completes:
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All spreadsheets are contained in a zip file:
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Case Studies
Thanks to the intervention of MindStream Analytics, Accumen's Finance department can now model their business with a new, more organized structure that isn't conventionally available in NetSuite.
Acme Brick turned to MindStream Analytics for help implementing OneStream to replace their outdated TM1 solution.
Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.
Energy conglomerate ATCO operates worldwide in utilities, power generation, and related services.
Working with MindStream Analytics, Avalon Healthcare Solutions adopts NetSuite Planning and Budgeting to accelerate budgeting and forecasting processes.
Bayer Healthcare implemented Hyperion Planning and Workforce Planning in 10 weeks to dramatically streamline their Income Statement budget and Workforce Planning process..
MindStream Analytics' partnership with BluEarth Renewables epitomizes the power of technology and collaboration.
An Oracle Hyperion Planning Upgrade provides multi-national organization Hyperion Application optimization and stabilization.
OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.
The collaboration between CoorsTek and MindStream resulted in significant improvements in CoorsTek's financial consolidation and reporting processes.
MindStream Analytics' collaboration with Elite Body Sculpture encapsulates the transformative potential of targeted tech solutions in streamlining administrative processes.
Enlyte, a merger of Mitchell, Genex, and Coventry, faced challenges with disparate financial solutions and the need for combined reporting.
MindStream Analytics collaborated with Flanders to implement OneStream Consolidation and Reporting solution.
Foley Products was facing a significant challenge with its Excel-based actual management reporting system.
The collaboration between MindStream Analytics and Harte Hanks culminated in a highly customized, user-friendly NetSuite implementation.
Interface used a complex, manual, excel-based FP&A process for monthly review, and the summary data was loaded in OneStream.
Thanks to Mindstream Analytics' assistance, Kymera was able to load all of their data into OneStream and validate it successfully.
MacLean-Fogg partnered with MindStream, a leading implementor specializing in modernizing and optimizing enterprise systems.
MindStream's expertise and experience were sought to conduct a vendor selection initiative focusing on MEPPI's F2023 planning process.
MindStream Analytics and OUAI's collaboration showcases the transformative power of strategic technological intervention.
By migrating to OneStream, Plaskolite has achieved a material reduction in consolidation time and overall Financial Close cycle, eliminated the hours spent compiling and verifying data in Excel, streamlined
its Planning, Budgeting and Forecasting model and delivered flexible and timely reporting that enables more strategic analysis of their financial data.
Understanding the nuances of Redwire's challenges, MindStream Analytics devised a holistic approach to overcome them. The implementation of NetSuite was just the beginning.
Simon's existing corporate Hyperion Financial Management (HFM) production application was consolidating at a rate of seven hours, a performance issue causing great headache to corporate Accounting.
The successful transition to OneStream revolutionized Source Code's financial reporting.
Subway collaborated with MindStream Analytics for the NetSuite Analytics Warehouse implementation.
MindStream Consulting and AppCare team members are proud be working side by side with UPenn university in accomplishing this implementation and along with continuing our AppCare services after go-live.
USG was an Oracle Hyperion customer realizing that it needed more specialized support for its various Oracle Hyperion applications.
Dividing a hyperion planning application, expanding the hyperion footprint to forecast on the business? Customer categories.
Versant Health engaged MindStream to help resolve the challenges they were experiencing with their consolidation, close, and financial reporting processes.
The MindStream team implemented the Standard + Workforce NetSuite Planning & Budgeting.
MindStream Analytics determined that the best solution was to implement Oracle Essbase Cloud as part of the Oracle Analytics Cloud (OAC) platform-as-a-service
Innovative use of essbase to streamline and connect hyperion financial management for enhanced financial analysis.
MindStream Analytics, well-versed in addressing such challenges, presented a comprehensive Netsuite solution for XY Planning.