DrillIt: Drill Beyond the Cube

by | Mar 18, 2024 | PartnerPlace Solutions, Finit, OneStream

We’re excited to roll out our latest updates to DrillIt, your intuitive OneStream data wayfinder.

This release adds powerful new data drilling capabilities, extending DrillIt beyond the OneStream cube, enabling visibility into data loaded via Stage (Import), Forms, and Journals. We’ve also continued to improve existing functionality based on feedback from you, our users.

Jump to Features

More Detail in One Place with One Click
See the Full Picture of Imported “Stage” Data
Clearer View of Data Entry Details
“Please Listen Carefully As Our Menu Options Have Changed”

Drill Further to the Details You Need

We listened to your feedback and developed more drilling capabilities, enabling you to drill further into your OneStream data faster than ever before!

Figure 1″Drill to Detail” in one click from DrillIt

More Detail in One Place with One Click

“Drill to Detail” reveals imported data and data entry details for a selected data point, all in one place, with only one click.

Figure 1″Drill to Detail” in one click from DrillIt

See the Full Picture of Imported “Stage” Data

Not only can you see the data records imported through Stage at a Summary (Target) level, but you can go one step further to view both Source and Target details for Stage data records.

Figure 3 View Stage data source detail in “Drill to Detail”

Clearer View of Data Entry Details

We’ve enhanced the visibility of data entered via Forms and Journals by placing them near the Stage detail for quick and easy access. Additionally, we’ve incorporated a Data Entry Audit History that shows how the entered data has changed over time. With Impacting Journals, you can delve deeper to obtain comprehensive information on the journal entries that influenced the selected data point.

Figure 4 View Data Entry Audit and Impacting Journals

Continuous Improvements

We’re continually optimizing DrillIt to keep your experience simple, intuitive, and bug-free.

“Please Listen Carefully As Our Menu Options Have Changed”

As we are adding more functionality and more settings, we took this opportunity to improve the organization in the Settings area. All of the settings are still available, they just may be in a different place than where you last checked.

Other Minor Fixes

This update includes various minor fixes to keep things running smoothly. Please refer to the DrillIt SV120 Release Notes on the Finit Support portal for a comprehensive list of fixes included in this release.

 

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