10.6.4 OneStream - Mapping Data Points to OneStream
To create a connection, click Manage Connections on the Data ribbon bar:
Once clicked - the Data Connections dialog will appear:
- Name - Enter the name for the connection.
- Binding - create a new binding as described here or select the existing one.
Click the Connect button. Report Authority will attempt to connect to the environment to read the list of available applications.
- Application - Select the application from the list of applications found.
- Scenario Type - Select the type of scenario from the list.
- Cube - Select the cube from the list.
- Click OK to save the dimension contexts.
- Click Add to add the connection.
Data points can be linked to OneStream
- individually using the Value panel;
- via drag and drop;
- via the "Insert Object(s)" ribbon button; and
- "Ctrl + T" keyboard shortcut.
Value Editor panel
If you change the data adaptor to “OneStream” or click on the Configure Data Adaptor button, the following form will appear:
Member selector
Dimensions Mapped to Document Properties
Dimensions Defaulted at the Connection Level
Other dimensions are dimensions with Explicit Mappings.
Drag and drop
Speed Up Mapping By Disabling Auto-Update
When OneStream adaptors are modified by dragging and dropping a member onto a row, column, or entire table, the value of each data adaptor that is modified will be retrieved from OneStream. This will introduce a delay between the dropping of a member and initiating the next drag action. This delay will depend on how many objects are updated and the speed of the OneStream connection. If the delay is noticeable, you can speed up the mapping process by temporarily disabling auto-update using the toggle button at the top of the Automation panel:
With this toggled on, Report Authority will store the connection changes but will not attempt to retrieve data from OneStream. You can complete your mapping, and once completed, you can trigger the global refresh links process.