OneCloud

OneCloud for Workiva Quick Start

OneCloud has some very convenient features to help with the integration, automation, and management of your 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 Workiva-focused quick start guide will walk you through setting up OneCloud so that it is optimized to work with Workiva in the following possible use cases:

  1. Load basic transactional data from Wdesk and Wdata.
  2. 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

Not all sections need to be completed, but some do build off of work from completed prior sections.

How do I get access to OneCloud?

We have made it easy for people interested in OneCloud to get access. Simply visit https://app.onecloud.io/new-user to spin up your own 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, then please contact your OneCloud system administrator to ensure you are added to a security group with Workspace administrator access. Please contact support@onecloud.io if you require additional guidance.

Task
Summary
Time Estimate
Required

Create Workspace variables and create environments for LCM.

5m

Yes

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

10m

Yes

Create connections to retrieve data to load into Workiva.

10m

Yes

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

5m

Optional

Create a OneCloud chain to load data from a source CSV to Wdesk

25m

Yes

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

20m

Yes

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

10m

Optional


OneCloud for Workiva Quick Start


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.