Integrations

Use the Integrations page to connect converted data to cubes. The Integrations page has four tabs:

Dynamic Dimensions: Configure dynamic dimensions for workflow import and a dynamic cube.
Dynamic Cube: Connect your definition data to a dynamic cube. This utilizes dynamic dimensions.
Workflow Export: Connect your Scope 1-3 emissions data to a cube.
Workflow Import:Import definitions, emissions, and utilities data through the OneStream workflow import process. This utilizes dynamic dimensions.

Dynamic Dimensions

The selected dynamic dimensions are used to support multiple ESG Reporting and Planning processes, including dynamic cube reporting and workflow import.

Property	Description
Account	This field is read-only and defaults to Framework KPI and Definition (Dynamic).
Account Inherited Dimension	Select an Account dimension to inherit. This drop-down menu lists all account dimensions in the application. The default value is RootAccountDim.
Flow	This dimension ensures that data goes into the correct database tables. The field is read-only and defaults to Data Type (Dynamic).
Flow Inherited Dimension	Select a Flow dimension to inherit. This drop-down menu lists all Flow dimensions in the application. The default value is RootFlowDim.
UD 1-8	Use these drop-down menus to assign User Defined dimensions. Make selections for the following dynamic dimensions: Control List 1-4 (Dynamic) Unit of Measure (Dynamic) Profile (Dynamic) Site (Dynamic) Factor: Source LCA Activity (Dynamic) NOTE: You are required to make a selection for all dynamic dimensions. Each dynamic dimension can only be listed once.
UD 1-8 Inherited Dimensions	Select User Defined dimensions to inherit. This drop-down menu lists all User Defined dimension in the application. The default value is RootUD#Dim.

For additional details on dimension setup, see Appendix D: Dynamic Cube POV and Appendix E: Workflow Import Dimensions.

IMPORTANT: After a full uninstall, if a dynamic cube already exists, the Dynamic Dimensions page displays the dynamic and inherited dimensions associated with the dynamic cube. These fields are read-only.

Dynamic Cube

Dynamic cubes are used primarily for reporting definitions. They use a selection of the dynamic dimensions created in the dynamic dimensions tab. After dynamic dimensions are selected, use this page to initiate dynamic cube setup.

The structure of the dynamic cube created is based on the entity structure of the ESG Default Cube. If the ESG Default Cube is not a top level cube and has no reference cubes, then a single dynamic cube is created. If the top level cube has two referenced cubes, then a dynamic top level cube with two referenced dynamic cubes is created. See Appendix D: Dynamic Cube POV.

The following dimensions are created for the dynamic reporting cube:

Two account dimensions:
- ESG_AccountsTop: A dimension for dynamic calculations. See Calculation Bucket.
  - ESG_Accounts: A dynamic dimension that holds framework KPIs.
ESG_UOMs: A dynamic dimension that holds unit of measure values.
ESG_ControlLists[#]: Dynamic dimensions that hold control list values.

Select properties to configure your dynamic cube:

Property	Description
Cube Name	Name the dynamic cube. This name cannot be changed once the dynamic cube is created.
Refresh Frequency (Hours)	As data is updated and changed in the solution, the data in the dynamic cube will update accordingly at set intervals. To customize that interval, enter an hourly value in the field. The value must be a whole number greater than zero. The property defaults to 24 hours. IMPORTANT: It is not recommended to refresh hourly outside of solution configuration and testing as this can impact reporting performance. NOTE: Only data from approved profiles will update in the dynamic cube.

Property

Description

Cube Name

Name the dynamic cube. This name cannot be changed once the dynamic cube is created.

Refresh Frequency (Hours)

As data is updated and changed in the solution, the data in the dynamic cube will update accordingly at set intervals. To customize that interval, enter an hourly value in the field. The value must be a whole number greater than zero. The property defaults to 24 hours.

IMPORTANT: It is not recommended to refresh hourly outside of solution configuration and testing as this can impact reporting performance.

NOTE: Only data from approved profiles will update in the dynamic cube.

When you have made your selections, click the Create button. To update the refresh frequency after the dynamic cube is created, update the property and click the Update button.

To force the dynamic cube to refresh data, use the Refresh Cube Data button. The data will refresh regardless of the refresh interval set.

Calculation Bucket

To perform calculations in dynamic cubes, use the Calculation Bucket. While dynamic dimensions are automatically refreshed at regular intervals, members created in the Calculation Bucket can only be updated by an administrator in the Application tab. The Calculation Bucket is automatically created with the dynamic cube and includes the example member GOV_1_05_CALC to demonstrate syntax.

To create a new calculation, complete the following steps:

To update dynamic member settings, in ESG Reporting and Planning, go to Administration > Definitions.
1. Select the definitions that will be calculated in the dynamic cube.
2. In the Cube tab, set the Account Type and Formula Type properties to DynamicCalc.
3. Click the Save button.
To create the calculated member, in the Windows Application, go to Application > Cube > Dimensions.
1. Select the Account Dimensions node and then select ESG_AccountsTop.
2. In the Members tab, select Calculation Bucket - Calculated Accounts and click the Create Member button.
3. Name the member. The member name controls where it displays in the dynamic cube. Use the following syntax to connect the calculation member to an existing definition account member: [Definition Account Name]_CALC. For example, GOV_1_05_CALC references the GOV_1_05 account member in the dynamic cube. Each time the dynamic cube is refreshed, the calculation is copied from GOV_1_05_CALC and pasted into the GOV_1_-5 dynamic member. The member name is case sensitive.
  
  NOTE: To view definition account names, go to Account Dimensions > ESG_AccountsTop > ESG_Accounts > TotalFrameworks.
4. Under Settings, from the Account Type and Formula Type drop-down menus, select DynamicCalc.
5. Under Vary By Scenario Type And Time, in the Formula field, add your formula.
6. Click the Save Member button.

NOTE: Calculations stored in the Calculation Bucket are updated each time the dynamic cube is refreshed. To see how often the dynamic cube is refreshed, view the refresh interval entered on the Integrations page in Refresh Frequency (Hours).

Workflow Export

Use this page to initiate Connector Data Source setup. Select properties to customize your Connector Data Source:

Property	Description
Connection Name	Name a unique name to the connection. If you enter a name that already exists, you are asked if you want to overwrite the existing connection.
Destination Cube	This drop-down menu lists all available cubes in the application. Select a cube to connect data to.
Destination Workflow Import Profile (Optional)	This drop-down menu lists all available Workflow Profiles in the selected destination cube. This drop-down menu is blank until you select a destination cube. If you select a Workflow Profile, that Workflow Profile's Data Source Name is set to ESG_[CubeName]_DataSource.
Destination Transformation Rule Profile (Optional)	This drop-down menu lists all available Transformation Rule Profiles in the selected destination cube. This drop-down menu is blank until you select a destination cube. If you select a Transformation Rule Profile, then the workflow profile will be updated based on the selected value.
ESG Scenario	Use this field to choose the scenario member that will receive the data. Click the ellipses to open the Select Member window and choose a scenario from the cube selected in Global Options. See Global Options.
ESG Entity Filter (Optional)	Use this field to filter outgoing data. Click the ellipses to open the Member Filter Builder window. Enter a valid filter and click the OK button. All valid filters must start with E#.

When you have made your selections, click the Create button. A Connector Data Source is created with the following configurations:

Name: ESG_[CubeName]_DataSource
Description: Data Source Generated by ESG
Access Group: Everyone
Maintenance Group: Everyone
Cube Name: The name of the Destination Cube selected
Scenario Type: (All)
Data Structure Type: Tabular Data
Allow Dynamic Excel Loads: False
Connector Name: ESG_[CubeName]_BR
Connector Uses Files: False

The Connector Data Source is configured with the following Connector Fields:

FactorName
co2e
co2
n2o
ch4
Scenario
Time
Entity
Control List Value

To view or edit the configurations, go to Application > Data Collection > Data Sources > Connectors > ESG_[CubeName]_DataSource. See Connector Data Source.

Workflow Import

This page enables you to import data into ESG Reporting and Planning through the OneStream workflow import process by utilizing a selection of dynamic dimensions and a custom Transformation Event Handler rule.

Select ESG Import Workflow

This drop-down menu displays all import workflow in the current application. Select the workflow profile you want the transformation event handler to intercept on the import step. You can select multiple workflows. See Edit the Transformation Event Handler Business Rule.

Complete the following steps to set up the workflow import process:

Create Dynamic Dimensions in ESG Reporting and Planning. Go to Settings > Integrations > Dynamic Dimensions.
Create or configure a cube in the Application tab. The cube should be top-level.
1. Align your cube dimensionality assignments with the dynamic dimension assignments on the Integrations page.
2. Align the Entity and Scenario dimension assignments to the cube set in ESG Reporting and Planning Global Options. See Global Options.
3. Go to Cubes > Integration > Label Dimensions > TextValue. In the TextValue settings, set the Enabled property to True. This dimension supports narrative entries.
Create an Import Workflow Profile in the ESG Reporting and Planning import cube.

NOTE: When setting up your workflow profile for import, go to Profile Properties > Workflow Settings > Workflow Name and select Import (Stage Only). See Profile Properties.
Create or edit the TransformationEventHandler business rule.
Connect ESG Reporting and Planning to the related import workflow. Go to ESG Reporting and Planning > Settings > Integrations > Workflow Import.
Create the data source and transformation rules, then connect to the related Workflow Import.

See Appendix E: Workflow Import Dimensions.

Edit the Transformation Event Handler Business Rule

The Transformation Event Handler enables the solution to accept data that would otherwise import to the cube. Add the following code snippet and referenced assembly to ensure data routes correctly:

Go to Application > Tools > Business Rules > Extensibility Rules. Select the Transformation Event Handler or create one if needed.
Navigate to the Properties tab. In the Referenced Assemblies property, type the following assembly name: WS\Workspace.Environmental Social Governance (ESG).Assembly_ESG.

In the Formula tab, include the following code:

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var wsAssemblyFile = new Workspace.EnvironmentalSocialGovernanceESG.Assembly_ESG.BusinessRule.BusinessRulesService(); wsAssemblyFile.InterceptESGWorkflowData(si, args);