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 Oracle Hyperion, Anaplan, IBM Planning Analytics, 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