Sorting Entities in OneStream
OneStream does a great job grabbing dimensions and their members rather easy. Most of the time a user will just grab a parent and then use a member expansion to grab its children, base members or all its descendants. Doing so gives the users a list of the members exactly how they appear in the hierarchy. This may be great for some cases but if a user wants to search through the list for a specific member, it may be hard to find depending on how the hierarchy is set up.
An easier way for a user to find exactly what they are looking for is by putting the list in alphabetical order. This can be done using an XFBR and makes finding members easier for members when using something like a combo box to select from a list.For this example, we will look at a list of Entities that we are having a user select from using a comb box. The list is derived using a parameter and we are grabbing the base Members from the top parent “US” and the list will display each base member exactly how the hierarchy is set up.
The image on the left shows how the hierarchy is set up in the dimension and the image on the right shows the list that is created using a member filter “E#US.base”.
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Now, we updated the parameter to replace the “E#US.base” and instead input our XFBR string that helps sort the list of members alphabetical by name.
You can see now that the list on the combo box is in alphabetical order and makes it easier for a user to find an entity quicker.
Below is the code used in the XFBR string that helped put the list on the combo box in alphabetical order. You basically just have to start off with creating a string of members you want to see “E#US.base”, tell OneStream that you want the list created to be In ascending order and then you just loop through the string and OneStream spits it out in alphabetical order!
Partner SpotLight
OneStream aligns to your business needs and changes more quickly and easily than any other product by offering one platform and one model for all financial CPM solutions. OneStream employs Guided Workflows, validations and flexible mapping to deliver data quality confidence for all collections and analysis while reducing risk throughout the entire auditable financial process.
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MindStream Analytics' senior staff was there at the birth of Business Intelligence. We have been part of building Business Intelligence nationally from its humble niche product status to the ubiquitous analytic tool that it is today. MindStream consultants are well versed in reporting and information management and are ready to help you leverage the power of multiple tier-1vendors. From Oracle Hyperion to IBM Cognos, we can help you select and integrate the right tools for you to better understand your information. MindStream Analytics has experience across a wide variety of industries: Business Services, Consumer Products, Energy, Financial Services, Healthcare, Manufacturing, Transportation , and Telecommunication. We have the depth and breadth of experience to help you deliver actionable information to users.
Whether you need an enterprise wide Oracle BI Enterprise Edition (OBIEE) rollout, an Oracle BI Apps rollout, or an IBM Cognos ReportNet rollout, MindStream Analytics is here to help you succeed.
Case Studies
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