Set Up Narrative Reporting
The first time you run Narrative Reporting, a guided table setup process begins.
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In OneStream, click Community Solution > Dashboards > Application Reports > Narrative Reporting.
Create Tables
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Click Step 1: Install Solution
This step may be necessary when upgrading even if tables are already present. Narrative Reporting does not drop existing tables but modifies table structures and adds new ones if necessary.
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When setup is complete, click Step 2: Launch Solution to open Narrative Reporting.
Package Contents
The Dashboard Maintenance unit provides the user interface for Narrative Reporting and includes the required dashboard groups, components, data adapters, parameters, and files. The following business rules are included:
NRR_HelperQueries
This is a dashboard dataset business rule. This rule provides various dashboard dataset helper functions to generate the reports for Narrative Reporting.
NRR_SolutionHelper
This is a dashboard extender business rule that provides various helper functions for Narrative Reporting. These helper functions include management of the solution setup, configuration settings and management reporting details.
NRR_ParamHelper
This is an XFBR String business rule with conditional parameter helper and security access functions for Narrative Reporting.
NRR_ProcessAndZip
This rule processes any document under a selected tree item and packages the files into a .zip file. Security access determines which files can be processed for a user.
NRR_MergeDocs
This rule processes any document under a selected tree item and packages the files into a single document. Security access determines which files can be processed for a user.
The following Data Management Sequences and Steps are created and can be used with their related business rules. Running these processes through a Data Management Sequence allows them to run in the background while the user continues to work.
