OneStream Adapter Improvements and Longview Tax Connectivity

CXO Software Version 22.1 provides new updates and functionality to help you better utilize your data and reduce manual efforts. This release introduces three new features: 

• OneStream: load parent members only
• OneStream: Clearer error messages
• Longview Tax

OneStream: load parent members only

For our connection with OneStream, we added an option that makes it possible to only load data of totals that are stored on parent members. This is useful as for reporting you don’t always need to have all the detailed data that you have in your EPM system. Now you can indicate to load only certain total data on parents, and by doing that the detailed data on children are not loaded into CXO. Extractions and your CXO application therefore contain less data which will benefit performance, both of the extractions and the loading of reports. More information can be found here: OneStream Adapter - Metadata Loading - Documentation - Confluence (atlassian.net)

OneStream: clearer error messages

We now have clearer error and warning messages generated by CXO in the OneStream adapter to better understand what the message is about. Furthermore, we provide next steps to make it easier to address the right people to resolve the problem. Finally, some UI tweaks make the data processing screen more intuitive. These features are an addition to our OneStream troubleshooting guide: Onestream troubleshooting guide - Documentation - Confluence (atlassian.net)

Longview Tax

We have created a connection to Longview Tax. It's not only possible to connect to Longview Tax (as described here: Longview Close and Tax Adapter - Installation Guide - Documentation - Confluence (atlassian.net) ), but you can also download a standard set of 7 Tax reports. Next to that, you can still build your own tax reports. This feature is an addition to out Longview Close adapter.