Understanding Tree Views and Data Entry 123 in OneStream

Tree Views in OneStream

Tree Views in OneStream provide a structured way to display hierarchical data, allowing users to navigate complex relationships intuitively. These views play a crucial role in dashboards, enabling finance teams to drill down into financial structures and analyze data efficiently.

Example: Entity Hierarchy in a Global Business

Consider a multinational corporation that needs to visualize its organizational structure:

📂 Global Corporation
    📁 North America
        📄 USA
        📄 Canada
    📁 Europe
        📄 UK
        📄 Germany
    📁 Asia
        📄 India
        📄 China

Benefits:

• Enables finance teams to view reports at multiple levels (regional vs. country-specific data).
• Managers can expand or collapse nodes to focus on relevant data.

No-Code Tree Views :

OneStream provides no-code solutions for implementing Tree Views, including the Member Select Button and Member Tree components.

1. Member Select Button

A Member Select Button allows users to choose a member from a hierarchy dynamically. The selected value is stored in a Bound Parameter, which updates dashboards and reports accordingly.

Configuration Steps:

Set Button Type to "Select Member" – this triggers a selection window.

Define Dimension Settings – specify dimension type (Entity, Account, etc.), cube, and member filter.

Assign a Bound Parameter – stores the selection for dynamic filtering.

2. Member Tree Component

The Member Tree component enables users to interact with hierarchical data visually. It provides expand/collapse functionality for easier navigation.

Configuration Steps:

Create a "Member Dialog" Parameter – stores selected members.

Add a Member Tree Component – assign the bound parameter for dynamic selection.

Embed in a Dashboard – enables interactive navigation and filtering.

Code-Based Tree View :

While no-code options are useful, advanced users can leverage XFTreeItemCollection to build highly customizable Tree Views through a Dashboard Dataset Business Rule.

Key Implementation Steps:

Create a Business Rule using XFTreeItemCollection to generate hierarchical data dynamically.

Set Up a Data Adapter – links the business rule to dashboards.

Configure the Tree View Component – assigns the data source and bound parameters.

Attach to a Dashboard – enables interactive data exploration.

Sample code snippet:

 
  Function CreateTreeViewDataSet(si As SessionInfo) As DataSet
    ' Step 1: Initialize Tree Collection
    Dim treeCollection As New XFTreeItemCollection()

    ' Step 2: Create Parent Node (Global Company)
    Dim parentItem As New XFTreeItem("Global Company", "Global")
    Dim childItems As New List(Of XFTreeItem)()

    ' Step 3: Fetch Child Members (Regions)
    Dim members As List(Of Member) = API.Data.GetMembers(si, "FinancialCube", "EntityDimension")

    ' Step 4: Loop Through Members and Add as Children
    For Each member As Member In members
        Dim childItem As New XFTreeItem(member.Name, member.UniqueName)
        childItems.Add(childItem)
    Next

    ' Step 5: Assign Children to Parent Node
    parentItem.Children = childItems
    treeCollection.Add(parentItem)

    ' Step 6: Convert to Dataset and Return
    Return treeCollection.CreateDataSet()
  End Function

No-Code vs. Code-Based Tree Views

Feature	No-Code (Member Tree)	Code-Based (XFTreeItemCollection)
Customization	Limited	Full control over styling and logic
Filtering	Fixed structure	Dynamic filtering based on conditions
Data Sources	OneStream metadata only	Supports external data (SQL, APIs)
Hierarchy	Predefined	Custom hierarchies supported

Data Entry 123 in OneStream

Data Entry 123 is a MarketPlace solution in OneStream that simplifies data entry through structured forms and selectors. After downloading and importing the solution, it appears in OnePlace -> Dashboards.

Components of Data Entry 123:

1. Selectors – Dropdown menus and input fields for user selection.
2. Calculations – Business rules applied dynamically in forms.
3. Forms – Dashboards, spreadsheets, or data entry interfaces grouped into Form Groups.

1. Selectors: Creating Dynamic Input Fields

Selectors allow users to choose values dynamically during data entry. These values can be:

• Metadata-driven (Entities, Accounts, Departments).
• SQL-based (Custom database queries).
• Manually defined (Static dropdown lists).

Creating a Selector List:

1. Define a Selector List to store selectable values.
2. Fetch data from metadata, SQL queries, or manual input.
3. Embed the selector in a form to enable dynamic input.

2. Calculations: Automating Data Processing

OneStream enables automatic calculations based on defined rules. These calculations:

• Apply business logic to entered data.
• Support real-time updates to financial metrics.
• Ensure accuracy and consistency across dashboards.

3. Forms: Designing User-Friendly Interfaces

Forms in Data Entry 123 serve as input interfaces and are structured into Form Groups and Form Sets, which map to Workflow Assignments.

Conclusion

Tree Views and Data Entry 123 in OneStream empower users to interact with data hierarchies and streamline financial workflows efficiently.

• Tree Views (No-Code & Code-Based) enhance navigation and drill-down analysis.
• Data Entry 123 simplifies input processes using selectors, calculations, and structured forms.

By leveraging these features, finance teams can optimize reporting, improve data accuracy, and enhance decision-making in OneStream. For more details, check out the official OneStream documentation on Data Entry 123 and our blog on Setting Up Direct Connections and Predictive Analytics in OneStream.