BDA Drill Down Editor
Application Summary
The BDA Drill Down Editor attaches extended drill-down explanations in the form of commentary and equation detail directly on Cube View cells.
BDA Drill Down Editor Overview
The BDA Drill Down Editor dynamically creates Drill Down Formulas through a graphical user interface. When referenced within a BDA Task-enabled Cube View or via the Drill Down Explorer, the Drill Down Formula is surfaced in a single interface, allowing the data consumer instant access to Drill Down detail without requiring multiple drill steps. In addition, text Annotations and Cell History are presented in the same unified interface.
As an example, an end-user may want to see an explanation as well as an equation that makes up a specific Account to provide clarity on how that account is calculated across any report on OneStream. To do this, the required steps would be to log into the solution as an admin, select the desired account on the solution UI, input any explanation commentary, and finally input any calculation detail if necessary.
The explanations and calculation detail will show in a pane above the Cube View wherein the pane can be toggled on and off.
Once set up by an administrator, the drill down detail will be available for all end-users in accordance with OneStream security configuration. The detail can be viewed within a BDA Task if Task Editor is also installed or via the Drill Down Explorer dashboard.
Setup and Installation
The installation process for all BDA Solutions is the same: download the install zip file from Partner Place, import, and run the BDA_FW_Dashboard_Setup dashboard using the purchased product keys. The zip file contains all BDA Solutions; the keys unlock the purchased Solutions.
See the BDA Installation Solution Guide SV1.0.0 for more information.
BDA Drill Down Editor Solution
There are four general functional areas:
1) Account Member selector
2) Scenario Type (for varying Scenario types)
3) Operators Builder/Settings for creating Drill Down formulas
4) Finished formula
Account Member selector
The Account dimension can be manually navigated or searched via the Choose Account search box:
Scenario Type
Drill Down Formulas can vary by Scenario Type. This selector defines the formula’s Scenario Type.
| Drill Down Formula | Drill Down Editor |
|---|---|
 |
 |
Operators/Settings
Operators
| Operator | Description | Possible Values |
|---|---|---|
| Explanation | Use this to write any commentary necessary for the formula | Any text can be input here to show in the cell detail |
| Member Script | Targets the specific POV intersection to be shown as a component of the formula. Be sure that the cube view can auto-fill the rest of the POV if only a partial tuple is input. | Member script, e.g., A#Cash:O#Top:F#Top |
| ( | Inserts a character as a visual aid in understanding the formula | No value should be input |
| ) | Inserts a character as a visual aid in understanding the formula | No value should be input |
| + | Inserts a character as a visual aid in understanding the formula | No value should be input |
| - | Inserts a character as a visual aid in understanding the formula | No value should be input |
| * | Inserts a character as a visual aid in understanding the formula | No value should be input |
| / | Inserts a character as a visual aid in understanding the formula | No value should be input |
| = | Inserts a character as a visual aid in understanding the formula | No value should be input |
| () | Inserts a character as a visual aid in understanding the formula | No value should be input |
- Operator Builder
Used to graphically create a Drill Down Formula through a click-and-assign method:
Settings
Assigned elements, e.g., Explanation and Member Script can be manually edited in the Settings text box.
Memberscripts can be 1) manually entered or 2) selected via the Member Filter. Memberscripts can be manually added or selected via Dimension hierarchy. Member hierarchy functions are also supported in a click and drag fashion.
Once the member selection is complete, it is moved to the Settings text box. Click on the Update button to write the selection to the overall formula.
Once complete, save:
Finished Formula
When complete, the Drill Down formula is created:
Enabling in a Cube View
To enable a drill down definition within a Cube View its Navigation Links Bound Parameter Names must be valued, using a DrillDimensionType convention, e.g., Entity is DrillE, Account is DrillA, etc.
Results
Once the definition is complete and the Cube View Bound Parameter properties are complete, the Drill Down formula, text Annotation, and Cell History appear:
Flash Current Ratio displays its formula but shows no data as its base members have no data to display.
Current Ratio does have data and it is displayed on cell selection as are any text Annotations:
For dynamic formulas, set the Member Formula Type as DynamicCalcTextInput to enable text Annotations:
Dynamic Parents
Calculation & Data Details automatically display their components without a Drill Down Formula definition. Note that the results may not foot because of financial intelligence.
Cell History
Cell History is valid only at base level – it displays the data audit:
Drill Down Explorer
Drill Down Formula-enabled Cube Views can be accessed either through Task Editor and Workflow or directly via the Drill Down Explorer:
Administration Tasks
The code-oriented nature of this Solution dictates that only administrators and implementers should have access to this Solution.
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Once installed, there are no settings.
Data Structures
This Solution uses three tables: BDA_FW_Solution_Keys, BDA_FW_Task_EditHistory, and BDA_FW_Task_Status.
BDA_FW_Solution_Keys
Solution key(s) for the relevant BDA Solutions.
Sample Data
Table Schema
BDA_FW_Task_EditHistory
Tasks in Task Editor with 10 generations of audit.
Sample Data
Table Schema
BDA_FW_Task_Status
Tracks completed task status when feature is in use
Sample Data
Task Schema
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