BDA Stage Data Explorer

Application Summary

The BDA Stage Data Explorer browses Stage data by Workflow Import Children or Data Sources.

BDA Stage Data Explorer Overview

The BDA Stage Data Explorer browses Stage data in a code-free interface by Workflow Import Children as well as Fixed and Delimited text files, SQL Connectors, and Data Management Export Sequences Data Source types.

Multiple Data Sources/Workflows can be selected and, so long as their scope is different, their output is merged into a single table view. Overlapping Workflow Import Children and their Data Sources can be simultaneously selected but will not result in a doubled record count.

Developers, administrators, and – potentially – selected FP&A superusers, can browse Stage data. Note that Workflow, Entity, and Cube Access security does not apply; Access to this utility must be tightly controlled.

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 Stage Data Explorer

OneStream Stage Data is stored in 24 tables and views that drive core Stage data, audit history, Stage metadata, and more. Stitching these normalized tables for review in a denormalized fashion requires an understanding of table layout, purpose, and common fields, creating custom SQL to perform these transformations, and a user interface.

The BDA Stage Data Explorer presents Stage Data in a code-free Dashboard with selectors for Scenario, Time, and Data Source.

The Stage Data Explorer Dashboard

Scenario

To explore the data, select a Scenario:

Period

Select a Period, which can either be by year or individual period :

Sources

One or many Sources may be selected. Where their Scenario and Period values match, they will be displayed together, identified by the Source field.

When Workflow Import Children coincide with Data Sources, e.g., Houston.Import and HoustonActual, Stage data is not replicated.

Browse Stage Data

Load and Transformed Data and Metadata

Stage data is presented in a fully denormalized fashion, showing source and target values. These are the result of whatever Transformation Rule is associated with the Data Source/Workflow Import Profile Child.

Time Ranges

The Period combobox displays all periods in Stage data across all Data Sources, potentially resulting in queries that return no data, e.g., Valencia.Import does not contain 2010M1 data (it does contain 2010M12), resulting in a null result set:

A full year retrieve pulls – up to the 5,000 record limit – all months in that year.

Filtering and Grouping

Field Filters Filtering can be performed through unique results or via freeform queries.

Grouping

By dragging field names to the results TableView header, items can be grouped by any of the visible fields.

Filtering by Target Entity and the grouping by Target Account creates the following result set:

Export

Using Excel XML – likely the most commonly used format – right clicking on a row and selecting Export->To Excel XML launches the export process. Note that no more than 5,000 rows can be exported.

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

The export is automatically in Excel filter mode:

Administration Tasks

As noted in the Overview section of this document, access to this Solution must be tightly controlled because of its wide data scope.

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