We’re excited to unveil the newest enhancements to Toolkit, our comprehensive suite of tools designed to supercharge OneStream Administrators’ capabilities in managing their applications.
This release marks a significant leap forward, broadening the scope of Toolkit beyond its robust Reporting & Search functionalities. We proudly introduce our inaugural set of Utilities, specializing in Metadata Analysis – a game-changer for in-depth application insight. Additionally, we’ve enriched our existing reports, introduced a wider range of reporting options, and implemented a series of incremental improvements for an even smoother administrative experience.
Jump to Features
Precision Tools for Metadata Consistency
Streamlined Member & Property Insights
Comprehensive Metadata Analysis
Clarify Formula Calculation Order
Dive Deeper into Journal Entries
Track Inactive Users
Supercharged Search
Easier Stage Analysis Across Workflows
Cross-Application Database Insight
There are a lot of updates to cover, so let’s dive into How Admins Win in this latest release.
Do More with Utilities
Expand your administrative prowess with Utilities in Toolkit. Our latest tools are precision-crafted to tackle specific challenges, enabling OneStream Admins to accomplish more in less time directly within the OneStream platform.
Precision Tools for Metadata Consistency
Dimension Comparison
Effortlessly compare dimension metadata between applications or XML files with an intuitive side-by-side Tree View, offering a clear visual and navigable hierarchy of changes. For those who prefer Excel, changes are neatly laid out in an exportable Grid View.
Hierarchy Validator
Keep your metadata structures precisely aligned with our Hierarchy Validator. It automates the essential checks, such as verifying consistency across hierarchies and ensuring there are no orphaned or duplicated members.
Property Consistency
Our Property Consistency utility streamlines complex metadata property checks, enabling you to easily identify and resolve discrepancies, such as when a base-parent member have a currency mismatch, directly through a grid or report format.
Streamlined Member & Property Insights
Member Statistics
Effortlessly access comprehensive statistics for all application dimensions and members in one intuitive, user-friendly interface.
Property Change History
This dynamic tool enables swift and easy access to the property change history of any specific metadata member.
Property Analysis
Effortlessly examine property values across various members, utilizing a member filter for targeted and efficient analysis.
Gain More Clarity with Expanded Reporting
Comprehensive Metadata Analysis
The new Metadata report group introduces four innovative reports that offer unparalleled visibility into metadata statistics, changes, and currency validations.
Clarify Formula Calculation Order
Visualize the order of operations of all member formulas using OneStream’s Data Unit Calculation Sequence in the Formula Pass – DUCS Order report.
Dive Deeper into Journal Entries
Now, quickly analyze your journal entries by line item and view the full audit history across workflows with our Journals Analysis report. You can also pivot your results by status, journal type, and entities.
Track Inactive Users
Easily identify users who haven’t logged in for a chosen time frame, like the previous 90 days, to help manage system access and maintain security.
More Capable Search & Analysis
Supercharged Search
Introducing Advanced Search for Toolkit: Broaden your search horizons with new wildcard capabilities, case sensitivity options, and enhanced search operators. Our latest update also lets you delve into Metadata member names, inspect visible properties in encrypted business rules, and seamlessly trace the interconnections between business rules.
Easier Stage Analysis Across Workflows
Additionally, investigating imported data across multiple workflows has never been easier as we’ve enabled the ability to “Export All Workflows” for our Stage reports.
Cross-Application Database Insight
Our latest update enhances the ‘Database Size’ and ‘Database Table Size’ reports, now allowing you to generate insights for tables across any application within your OneStream environment.
Continuous Improvements
We’re continually optimizing the solution to keep your experience seamless and bug free. This update includes various minor fixes to keep things running smoothly.
Please refer to the Toolkit SV110 Release Notes for the complete list of updates in this release.
This update is part of our commitment to providing you with the tools you need for a more efficient, informed, and seamless administrative process. We’re excited for you to experience these enhancements and look forward to your feedback, and as always, we’re here if you need any help at http://support.finit.com/
Stay tuned for more updates, and as always, thank you for being a part of our journey towards excellence!