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:
Load sample bank balance data
List and run reports
Step 1: Get Access to OneCloud
If your company is not yet registered, visit https://www.onecloud.io/trial-request 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.
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.
Create Workspace variables and create environments for LCM.
Create a standard connection to BlackLine to exchange data and perform other administrative tasks.
Create connections to retrieve data to load into BlackLine.
Create a chain to list and view a BlackLine report.
Create a chain to load bank balance data to BlackLine.
Learn how to promote a chain from one environment to the next.