OneCloud has some convenient features to streamline the loading of a variety of data types as well as running BlackLine reports. These features can be combined with various integration points that OneCloud supports with other technologies including Anaplan, Host Analytics, IBM Planning Analytics, Oracle Hyperion, NetSuite, Workday, relational databases and more. For a full overview visit www.onecloud.io/solutions.

This BlackLine-focused quick-start guide will walk you through setting up OneCloud so that it is optimized to work with BlackLine in the following sample use cases:

  1. Load sample bank balance data

  2. List and run reports

Step 1: Get Access to OneCloud

New Company

If your company is not yet registered, visit https://www.onecloud.io/trial-request 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.

Step 2: Get Started

The six (6) tasks below will jumpstart users looking to optimize their BlackLine experience. The estimated time to progress through the content below is 55 minutes. While not mandatory, we recommend completing each of the tutorials in order. Further, not all sections need to be completed, but some do build off work from completed prior sections.

Task

Summary

Time (minutes)

Configure a Workspace for BlackLine

Create Workspace variables and create environments for LCM.

5

Create a BlackLine Connection

Create a standard connection to BlackLine to exchange data and perform other administrative tasks.

10

Create a Source Data Connection

Create connections to retrieve data to load into BlackLine.

10

View a BlackLine Report

Create a chain to list and view a BlackLine report.

10

Load data to BlackLine

Create a chain to load bank balance data to BlackLine.

10

Chain Promotion

Learn how to promote a chain from one environment to the next.

10


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