More Than Drill Downs: DrillIt, Your First Choice for OneStream Reporting

Prepare to be amazed by the transformation of DrillIt—the OneStream reporting boost you never knew you needed. No longer just a simple drill-down tool, DrillIt has now become your first stop for OneStream reporting. Whether digging into the details of the latest sales report or trying to understand your forecast variances, DrillIt revolutionizes your OneStream reporting experience. Equipped with powerful new features and enhancements, DrillIt streamlines your workflow and elevates your data analysis to new heights. Here’s what you can expect in this release: 

 Feature Highlights  

• Self-Service OneStream Reporting from Day One: DrillIt is a completely standalone reporting solution that empowers novice OneStream users to intuitively explore their data in OneStream from Day One.  
• Introducing Matrix Drill: Dive deeper into your data in new ways with Matrix Drill, a two-dimensional view of your OneStream cube data. 
• Expand Your View with Drill to Trends: Identify patterns and trends quickly with our new trend analysis tool. 
• Custom Source System Integration: Link to existing source system details straight from DrillIt, making it easy to find the information you need. 
• Enhanced Variance Drills: Want to see both the variance amount and the percentage change simultaneously? Now you can! You can also sort either variance column. 
• Streamlined Improvements for a Smoother Workflow: Now you can see cell-text commentary or Stage data attributes from within DrillIt, making it quicker to navigate to details and saving you a few clicks.  

Self-Service OneStream Reporting From Day One

DrillIt has evolved from its early days as an advanced OneStream drill-down tool. DrillIt now functions as a complete standalone reporting solution, allowing you to explore your OneStream data from the ground up. DrillIt enables novice OneStream reporting users to intuitively explore their data in OneStream with little to no training and with minimal configuration. 

If there’s data in your OneStream application, you can use DrillIt as your core reporting solution from Day One! 

Unlike standard OneStream reports & Cube Views, which require ongoing setup & maintenance, DrillIt offers self-service reporting, interactive analysis, built-in variance tracking, and seamless data exploration. Users don’t need admin support or structured reports—they can simply access, drill, compare, and analyze. 

DrillIt is no longer just a nice-to-have—it’s the first choice for all your OneStream reporting needs. 

Matrix Drill: A Fresh Perspective on Your Data

Introducing Matrix Drill, a powerful new way to explore your OneStream data. Joining the existing Standard Drill and Variance Drill types, the Matrix Drill offers a flexible, two-dimensional view to unlock insights that were previously out of reach. 

Explore Data from Every Angle 

Matrix Drill displays your data in a grid, with one dimension in rows and another in columns, helping you quickly uncover relationships between dimensions. 

Easily Compare Data Across Dimensions 

Traditional drill downs often fall short when analyzing complex relationships, Matrix Drill changes that by: 

• Breaking Down Data: See how account balances break down by region or how entities align with specific cost centers 
• Streamlining Views: Replace multiple Cube Views or pivot tables with one intuitive layout 
• Saving Time: Access critical insights quickly and easily without extra effort 

Matrix Drill is an essential addition to your analysis toolkit, empowering you to analyze multi-dimensional data with ease. 

Drill to Trends: See the Story Behind Your Numbers  

Data trends tell a story, but getting to them can be tedious. Drill to Trends simplifies this process, giving you a seamless way to explore how your data evolves over time. 

Customizable Trends at Your Fingertips 

Drill to Trends generates a multi-period view of any selected data point in DrillIt with one click. Accessible from Standard, Variance, or Matrix Drill, this feature helps you uncover time-based insights effortlessly. 

Turn Numbers into Insights. Drill to Trends enables you to: 

• Spot Patterns: Quickly identify growth, seasonal trends, or anomalies 
• Customize Timeframes: Choose the time periods that matter most to you—whether it’s prior months, weeks, or quarters. 
• Visualize Results: Use built-in, customizable charts to bring your data to life. Prefer bars over lines? It’s all up to you. 

With Drill to Trends, uncovering time-based changes is straightforward, helping you make better decisions faster. 

Drill to Source: Connect Directly to Your Data’s Origins 

DrillIt is all about making your data exploration faster and more intuitive. With Drill to Source, you can now plug in your existing Source System connections directly to DrillIt—giving you instant access to the underlying details. 

Streamline Your Analysis 

Simplify your data exploration with Drill to Source: 

• Get Straight to the Source: Instantly retrieve supporting details for any selected data point* 
• Save Time and Effort: Eliminate extra steps and focus on meaningful analysis 
• Improved Accuracy: Verify data directly from its source for reliable insights 

Drill to Source makes DrillIt an even more powerful ally in your data analysis. Whether you’re validating a variance, exploring unexpected results, or answering ad hoc questions, you can get the answers you need without breaking your flow. 

*Requires existing Source System Connector & Dashboards and updating business rules for full functionality. 

Enhanced Variance Drill: More Flexibility, Deeper Insights 

We’ve upgraded Variance Drill to make it more versatile, allowing for quicker analysis of your data. 

View Variances for Any Time Period 

Previously, Variance Drill was limited to predefined time periods. Now, you’re in control.  

DrillIt now enables custom time comparisons when viewing variances, letting you: 

• Tailor Your Analysis: Compare week-to-week, month-to-month, quarter-to-quarter, or any custom time frames 
• Expand Your View: Focus on timeframes that matter most to your business 

See Percentage and Currency Together 

Until now, you had to choose between seeing variances in percentages or currency terms. Switching back and forth made it harder to see the full picture. Now you can: 

• Gain a Complete Perspective: View both percentage and currency changes side by side 
• Make Faster Decisions: No more toggling between views—everything you need is in one place 
• Simplify Analysis: Manage everything from a single view 

Other Updates for a Smoother Workflow 

We’ve made additional adjustments to enhance your experience: 

See Cell Text Commentary 

OneStream’s Cell Text Commentary functionality is now enabled in DrillIt. The commentary indicator is automatically visible, so you can access cell-specific notes without extra navigation.  

Show Stage Data Attributes 

Drill to Detail just got more powerful! Stage attributes can now be displayed alongside the Stage detailed data, giving you deeper context and a clearer view of your data’s characteristics. 

Layout Adjustments 

Drill to Detail, Drill to Trends, and any custom Source Drills are now conveniently located at the bottom of the DrillIt dashboard for quicker access.