OneCloud has some very convenient features to help with the integration, automation, and management of a Workiva Environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Anaplan, Host Analytics, IBM Planning Analytics, Oracle Hyperion, Workday, NetSuite and relational databases.

This quick-start guide sets up OneCloud so that it is optimized to work with Workiva in the following ways:

  • Load basic transactional data from Wdesk and Wdata

  • Setup or loading into Wdesk or Wdata from the following data sources:

    • Relational database technology

    • Anaplan

    • Oracle EPM Cloud

    • Oracle Analytics Cloud

    • IBM Planning Analytics

Step 1: Get Access to OneCloud

New Company

If your company is not yet registered, visit https://app.onecloud.io/trial to sign up for a full-use trial of OneCloud.

Existing Company

If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, please contact your OneCloud system administrator. This will ensure you are added to a security group with Workspace administrator access. Please contact support@onecloud.io if you require additional guidance.

Step 2: Get Started

The seven (7) tasks below will jumpstart users looking to optimize their Anaplan experience. The estimated time to progress through the content below is one hour and 25 minutes. While the exercises below build off one another, they do not all need to be completed.

Task

Summary

Time

Configure a Workspace for Workiva

Create Workspace variables and create Environments for LCM.

5

Create a Workiva Connection

Create a standard Connection to Workiva to exchange data and perform other administrative tasks.

10

Create a Source Data Connection

Create Connections to retrieve data to load into Workiva.

10

Create a Relational Connection

Create a Connection to either an Oracle or SQL Server relational database to query, load and execute Commands.

5

Load to Wdesk with a OneCloud Chain

Create a OneCloud Chain to load data from a source CSV to Wdesk.

25

Load to Wdata with a OneCloud Chain

Create a copy of the prior Chain and load data from a source CSV to Wdata.

20

Chain Promotion

Learn how to promote a Chain from one Environment to the next.

10

Step 3: Go Further with Workiva

Visit the collection of Workiva related articles Integration Studio Premium BizApps to acquire further understanding of the capabilities OneCloud provides ...


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