OneStream for Data Foundation

Connect PlaidCloud to OneStream so Data Foundation can read your consolidated results and reconcile its management group profit and loss to them. OneStream is supported through its connector: PlaidCloud signs in with OAuth 2.0 client credentials and reads a data adapter that your OneStream administrator builds. It only reads. If you name a Data Management sequence, PlaidCloud runs that sequence first to refresh what the adapter reads, and runs nothing else.

OneStream is a source of results to reconcile to, not of ledger lines: its rows land as the Consolidated scenario of the model’s budget table, version OneStream. See Reconcile to Your Consolidation System.

Note

The adapter’s columns are a contract you and your OneStream administrator agree. When the adapter is built to this page, its rows land as described below. Compare the first load’s results with a OneStream report you trust.

What Your OneStream Administrator Sets Up

The Foundation tab writes an access request for you to send. It asks for the following.

1. A client for PlaidCloud in OneStream’s identity service that uses the client credentials grant, with a service user who can run the adapter and, if you want PlaidCloud to refresh results first, the Data Management sequence.

2. In the application and workspace you report on, a data adapter named Foundation_Results that returns one table of the consolidated results with exactly these columns:

   Column	Holds
   entity	The consolidation member: an entity, an elimination member or the group total.
   account	The account code. Base accounts only.
   time	The month, as YYYY-MM.
   scenario	The scenario.
   view	YTD or Periodic. PlaidCloud reads only the rows of the view you choose.
   amount	A number, in the sign and scale your reports show.
   currency	The currency the amount is stated in: your group’s reporting currency.
   flow, ud1, ud2, ud3, ud4	Flow and user-defined dimensions. Base members only.

   Serve base members of the account, flow and user-defined dimensions. A parent member’s row would count its children twice. The adapter reads the consolidation member from the substitution variable Member and the view from View.

3. The members to read: the entities, the elimination members and the group total.

Create the Connection

1. Open Tools > Connections and click New Connection, then choose REST - OneStream.

2. Fill in the fields:

   Field	Value
   Host	The OneStream base URL, starting with https://.
   Client ID	The client ID of the PlaidCloud client.
   Client Secret	Its secret. Stored encrypted and never shown again.
   Token URL	Leave blank to use the Host followed by /identity/connect/token.
   Default Application	Used by a read that leaves its application blank.
   Default Workspace	Used by a read that leaves its workspace blank.
   Timeout (seconds)	Defaults to 120.

3. Click Create.

You can also create the connection on the Foundation tab when you add the source: choose Create a new connection and fill in API host URL, Client ID, Client secret, Token URL, Application and Workspace, which mean the same as the fields above.

Add It to a Data Foundation Project

On the Foundation tab, add the connection as a source, as you would any other (see Connect Your ERP), OneStream lists no members to tick, so the form asks for the consolidation member to read: enter it under Name. Then, under System settings, describe the adapter’s amounts. The settings show by these names:

Setting	What it means
view	ytd (the default) when the adapter’s amounts are year to date, or periodic. Year-to-date rows land as periodic amounts.
sign	natural (the default): each account in its own sign, as OneStream reports it. debit_positive: debits positive.
scale	The multiplier to whole currency units: 1000 when OneStream serves thousands. Defaults to 1.
fy_start_month	The month your fiscal year starts, from 1 to 12, for converting year to date to periodic. Defaults to 1.
application, workspace	Override the connection’s. Leave blank to use the connection’s.
table	The table name within the adapter’s data set. Defaults to Results.
sequence	A Data Management sequence run before the read to refresh what the adapter reads.

Map the OneStream members to your entities with a code-map file that applies to this source. See Entity Crosswalk. The source reads no history window: the adapter’s own substitution variables bound it.

A load that returns no rows from the adapter finishes with a warning, not an error, and the table is empty.

Read the Adapter in a Workflow

To read the adapter into a table of your own, use OneStream: Read Adapter.

Related

• OneStream: Read Adapter
• Data Foundation: The Common Finance Model
• Connect to Anaplan