In the previous episode, we installed and configured Data Entry 123. Now it is time to put the solution to work! In this post, I will show you how to create selectors. You will see that selectors are extremely configurable: your imagination is the limit.
Let’s imagine our favorite coffee company, the AVBS Co has been acquired by a Japanese conglomerate like Mitsui (a company that started with miso soup by the way). We need to input and report numbers in both Calendar (January to December) and Fiscal Year (April to March).
Creating a Cube View
Let’s say we have a Cube View where we want to enter coffee volumes in tons for each product and for each Region. We need to create a selector for the Entity member (the region) and then we need to create two forms: one for a Calendar view and one for a Fiscal view.
Creating a Selector
Let’s go to Data Entry 123 to create a fancy selector:
Go to Selector List and open click on the + to create a new list:
We need to create a list of Entities, for this, you need to add a ‘List Name’, a ‘Label’, the ‘Member Filter’, which members do you want to show? And you need to select the dimension for your members and filter.
Don’t forget to hit the floppy disk button to save your work.
You can see your list with the Preview button:
Now, we need to include this list in a Selector Bar. Everything is modular in OneStream so the same list can be used in different bars that can be used in different forms. It’s up to you.
Create a Selector Bar, save it then add the Selector List to the Selector Bar. Each list refers to a Parameter. You will call this parameter from the CubeView, the parameter is E_DFM in our case. Don’t forget to save your work.
Calling a Selector from a Cube View
Go back to your Cube View and open the Object Lookup (the pair of glasses)
From there, find the object E_DFM, you can type part of the name if you don’t want to scroll down and look for it:
Copy to Clipboard and paste it for the Entity field:
Save your work and now let’s look at the results. For this, we need to link the form and the selector together with the Form Builder.
Creating your first Data Entry 123 Form
Go back to Dashboards -> Data Entry 123 and select Forms
The logic is the same as creating a Selector: you create a Group first then the item, so you can have the same form with different selectors giving different results.
If you cannot find your Cube View, make sure you are pulling from the correct Cube View Group in the Settings page
You can Preview the result clicking on the Preview button: the highlighted button
You will get a nice preview:
It’s not looking too bad, note that the rows in Green are totals and cannot be a direct input (you need to spread values to enter data at this level)
Duplicate Entry forms at a crazy fast pace
Now, let’s create a form for the Fiscal year in no time:
We need to duplicate the Cube View then use the form Designer to create the form in Data entry 123
Select the new cube:
Give a name your new CubeView. The only change you need to make is to change the Cube property for your Cube View and use the Sample FY Cube
Create the form
Note that the first period is April. Great, we now have 2 forms in Data Entry 123: one for Fiscal Year and another one for Calendar Year. In the next chapter, Compute more with Calculations, we are going to attach calculations to the forms to move data from one cube to the other.