© 2015-2024. MindStreamAnalytics.com

Blog - OneStream Data Import

Concatenating two source fields

When loading source data into OneStream, you may have a requirement where the mapping of a dimension is based on the content of two separate fields in the source. For example, you may have a target Product dimension that is populated based on the combination of the values stored in the source Entity and Account fields. In this case, a single account may represent different products based on the source entity.

Let's say our client is a group of car dealerships. The OneStream application contains a dimension called Brands_Model, which identifies car models by Brand. Account #40000 represents the sale of a car. For Entity A, account #40000 it represents the sale of a DeLorean. For Entity B it represents the sale of a Gremlin. When the data is imported, we will map to the correct Product based on the combination of Entity and Account.

Let's also say that for whatever reasons, we will not be able to use Composite Mapping , and we choose not to use Rules to parse the source data and combine the fields during import. Either of these options can be used in various circumstances. But for our purposes, we will be focusing on concatenating the two fields as part of the Data Source definition.

By concatenating the two fields as part of the Data Source definition, we can make use of one-to-one mapping of the data fields, which is known to be the most efficient and fastest method of mapping. The mappings themselves are easy for the end user to read, understand and maintain. And the fact that two fields are being used as the source for the mapping of a single dimension is easily identifiable when viewing the Data Source definition.

onestream data source screen

In order to concatenate the two fields, we will first add Brands_Models as a Data Source dimension (if it does not already exist). In the Data Sources screen, find the Data Source you will be modifying. Highlight the source and then click "Create Source Dimension".

onestream create source dimension

Select the Dimension you will be targeting (in this case "Brands_Models" and select Data Type "Text".

onestream select entity field Identify the field number or string you will be using as the source. In this case we are suing a delimited file at the source and will be selecting the Entity field (Column #1) as the first field for our concatenation.
data source screen

Click the "Save" button.

Now we will add a second instance of Brands_Models. Again, highlight the same source and then click "Create Source Dimension".

create source dimension

Once again, select "Brands_Models" and select the data type as Text.

onestream field instances

You should now see two instances of the "Brands_Models" in the list.

onestream highlight 2 instances

Highlight the second instance and select the field or text you will use for the second part of the concatenated field, in this case we will be using Field 2 for the Account

onestream order target dimension

Click Save. If you want to change the sequence, perhaps putting the Account first, simply highlight the Dimension in the list and click the up or down arrows to move it in the tree.

The next time you import data via this Data Source, OneStream will concatenate the contents of the Entity and Account fields.

By default, OneStream will concatenate the fields using a period.

onestream concatenate

Now, you can map the newly concatenated field to the proper Brand_Model member.

There are a number of ways you can combine source fields for mapping and loading into OneStream, including rules and composite mapping.

Using multiple instances of a Dimension in the Data Source offers a simple �no rules required� option to merge the contents of two or more source fields into a single target dimensions for mapping.

Partner SpotLight

OneStream aligns to your business needs and changes more quickly and easily than any other product by offering one platform and one model for all financial CPM solutions. OneStream employs Guided Workflows, validations and flexible mapping to deliver data quality confidence for all collections and analysis while reducing risk throughout the entire auditable financial process.

OneStream Profile

Case Studies

Accumen

Thanks to the intervention of MindStream Analytics, Accumen's Finance department can now model their business with a new, more organized structure that isn't conventionally available in NetSuite.

Acme Brick

Acme Brick turned to MindStream Analytics for help implementing OneStream to replace their outdated TM1 solution.

Alterra

Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.

ATCO Group

Energy conglomerate ATCO operates worldwide in utilities, power generation, and related services.

Avalon

Working with MindStream Analytics, Avalon Healthcare Solutions adopts NetSuite Planning and Budgeting to accelerate budgeting and forecasting processes.

Bayer Health Care

Bayer Healthcare implemented Hyperion Planning and Workforce Planning in 10 weeks to dramatically streamline their Income Statement budget and Workforce Planning process..

BluEarth

MindStream Analytics' partnership with BluEarth Renewables epitomizes the power of technology and collaboration.

Celgene

An Oracle Hyperion Planning Upgrade provides multi-national organization Hyperion Application optimization and stabilization.

Cleaver Brooks

OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.

CoorsTek

The collaboration between CoorsTek and MindStream resulted in significant improvements in CoorsTek's financial consolidation and reporting processes.

Elite Body Sculpture

MindStream Analytics' collaboration with Elite Body Sculpture encapsulates the transformative potential of targeted tech solutions in streamlining administrative processes.

Enlyte

Enlyte, a merger of Mitchell, Genex, and Coventry, faced challenges with disparate financial solutions and the need for combined reporting.

Flanders

MindStream Analytics collaborated with Flanders to implement OneStream Consolidation and Reporting solution.

Foley Products

Foley Products was facing a significant challenge with its Excel-based actual management reporting system.

Harte Hanks

The collaboration between MindStream Analytics and Harte Hanks culminated in a highly customized, user-friendly NetSuite implementation.

Interface

Interface used a complex, manual, excel-based FP&A process for monthly review, and the summary data was loaded in OneStream.

Kymera International

Thanks to Mindstream Analytics' assistance, Kymera was able to load all of their data into OneStream and validate it successfully.

MacLean Fogg

MacLean-Fogg partnered with MindStream, a leading implementor specializing in modernizing and optimizing enterprise systems.

MEPPI

MindStream's expertise and experience were sought to conduct a vendor selection initiative focusing on MEPPI's F2023 planning process.

OUAI

MindStream Analytics and OUAI's collaboration showcases the transformative power of strategic technological intervention.

Plaskolite

By migrating to OneStream, Plaskolite has achieved a material reduction in consolidation time and overall Financial Close cycle, eliminated the hours spent compiling and verifying data in Excel, streamlined its Planning, Budgeting and Forecasting model and delivered flexible and timely reporting that enables more strategic analysis of their financial data.

Redwire

Understanding the nuances of Redwire's challenges, MindStream Analytics devised a holistic approach to overcome them. The implementation of NetSuite was just the beginning.

Simon

Simon's existing corporate Hyperion Financial Management (HFM) production application was consolidating at a rate of seven hours, a performance issue causing great headache to corporate Accounting.

Source Code

The successful transition to OneStream revolutionized Source Code's financial reporting.

Subway

Subway collaborated with MindStream Analytics for the NetSuite Analytics Warehouse implementation.

UPenn

MindStream Consulting and AppCare team members are proud be working side by side with UPenn university in accomplishing this implementation and along with continuing our AppCare services after go-live.

USG

USG was an Oracle Hyperion customer realizing that it needed more specialized support for its various Oracle Hyperion applications.

Vantiv

Dividing a hyperion planning application, expanding the hyperion footprint to forecast on the business? Customer categories.

Versant Health

Versant Health engaged MindStream to help resolve the challenges they were experiencing with their consolidation, close, and financial reporting processes.

Virginia Spaceport Authority

The MindStream team implemented the Standard + Workforce NetSuite Planning & Budgeting.

WeWork

MindStream Analytics determined that the best solution was to implement Oracle Essbase Cloud as part of the Oracle Analytics Cloud (OAC) platform-as-a-service

WindStream

Innovative use of essbase to streamline and connect hyperion financial management for enhanced financial analysis.

XY Planning

MindStream Analytics, well-versed in addressing such challenges, presented a comprehensive Netsuite solution for XY Planning.

Related Links