BDA Item Explorer

Application Summary

Find and display OneStream application artifacts by name, type, and folder/group across object types and, when applicable, within those objects.

Note– All examples in this guide use GolfStream.

BDA Item Explorer Overview

The BDA Item Explorer finds OneStream artifacts by name and displays their type and folder/group location. Example OneStream object types that are supported: Dimensions, Members, Data Sources, all Business Rule types, Data Sources, Transformation Rules, etc.

Item Explorer also searches within artifacts for strings. As an example, a search for “BudgetV1” returns Business Rules, Cube Views, Dashboard Components, Members, Member Formulas, Member Formulas for Drill Down, and Transformation Rules.

The audience is developers and administrators only with a use case of finding object names within a OneStream application.

No more than 5,000 records can be returned.

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 Item Explorer Solution

Finding an Instance

On initial launch, a null search result is displayed:

Finding a Name

Type a case-insensitive string into the Search For text box and click on the magnifying glass icon. Using “Actual” as an example returns:

Filtering by Type

Standard TableView filter functionality shows that the word “actual” resides in the following application artifacts:

The following Member Formula and Dashboard Component examples are just that: examples. The filtering and search functionality is the same across all OneStream object types.

Member Formula

Filtering on Member Formula shows:

Navigating to CorpAccounts’ EBITDA_BadDebtVar’s Member Formula shows S#Actual:

Dashboard Component

Filtering by Dashboard Component type returns a list of all artifacts with “actual” as a property:

Filtering by Folder/Group for “water”:

Returns Waterfall_Chart_Adj_Chart and Waterfall_EBITDA_Chart:

Navigating to that artifact shows “Actual” in the Component Description field:

Group column values for ad hoc reporting

By dragging field names to the TableView header, items can be grouped by Name, Type, and Folder/Group.

Grouping by Type shows the following hierarchical groupings. Note that Member Formula For Drill Down and Member Text are expanded.

Exporting

Item Explorer supports four export formats: Excel XML, csv, text (tab), and HTML:

Using Excel XML is likely the most commonly used format.

Once exported, right click on the filename and select Open With->Excel:

The export is automatically in Excel filter mode:

Administration Tasks

The developer-oriented nature of this Solution dictates that only administrators and implementers should have access to this Solution.

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