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
Oracle EPM Cloud
Oracle Analytics Cloud
IBM Planning Analytics
Step 1: Get Access to OneCloud
If your company is not yet registered, visit https://app.onecloud.io/trial to sign up for a full-use trial of OneCloud.
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 email@example.com 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.
Create Workspace variables and create Environments for LCM.
Create a standard Connection to Workiva to exchange data and perform other administrative tasks.
Create Connections to retrieve data to load into Workiva.
Create a Connection to either an Oracle or SQL Server relational database to query, load and execute Commands.
Create a OneCloud Chain to load data from a source CSV to Wdesk.
Create a copy of the prior Chain and load data from a source CSV to Wdata.
Learn how to promote a Chain from one Environment to the next.
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 ...