Terry LedetSenior Solutions Architect

Terry is a Senior Solutions Architect at Perficient specializing in OneStream CPM solutions. He is a frequent speaker at Splash and passionate about making clients successful. When not blogging about OneStream, Terry is a husband, parent, and baseball enthusiasts.

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Blogs from this Author

Data DNA

OneStream Transformation Rules Quick Tip

One of the reasons companies choose, OneStream XF, is because the product is a platform and included in the platform are various engines with one of those engines being the stage integration engine.  With the appropriate requirements and design, the dimension library and stage integration engine can be leveraged by a company to create a […]

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OneStream Specialty Planning Quick Tip

In my previous blog, the focus was a Quick Tip for Thing Planning and this post will provide a Quick Tip for any Specialty Planning Solutions as the focus is the exporting and importing of register data. Prior to providing instructions on how to customize the export and import process, I will demonstrate the default […]

OneStream Thing Planning Quick Tip

Since early December 2020, I have been working on a project which is utilizing MarketPlace Solution, Thing Planning, to enable the collection of information which will ultimately be summarized and pushed to a cube.  As the project has progressed, the team has customized Thing Planning primarily to improve from the team’s perspective the end user […]

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OneStream Standard Application Reports

At the beginning of December 2020, OneStream Software announced an update to MarketPlace Solution, Standard Application Reports “RPTA”.  If you are not familiar with RPTA, this offering is one hundred and twenty reports about the application your organization utilizes to Consolidate, Plan, Reconcile, Report, etc.  In this blog, I will discuss the brief upgrade process […]

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OneStream Data Attachments with Google Docs

Recently a colleague was conducting an OneStream training course and posted a question to the Perficient OneStream collaboration channel.   An excerpt of the post follows “Is there a URL Link type or other View Member that would allow an end-user to just click on a link from the Data Attachments window after right-clicking on a […]

What is MarketPlace?

Recently, I was working on an engagement for a long term Hyperion / Oracle client who is considering replacing Hyperion / Oracle with OneStream as their strategic Corporate Performance Management solution.  The subject of this blog “What is MarketPlace” is paraphrased from one of the questions which occurred during discovery meetings with the client.  So […]

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External Content with OneStream

One of the capabilities of OneStream XF is the ability to present data not loaded to a cube.  In this blog, I will discuss how to add a hyperlink to a report and render an invoice.  The GolfStream application will be utilized to document and demonstrate this functionality. For individuals familiar with GolfStream, the Houston […]

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Recent MarketPlace Solutions with OneStream XF

In addition to releasing version 6.0 and 6.1.1. of OneStream XF this year, OneStream software continues innovating and enhancing MarketPlace solutions.  During the last two months approximately, one new solution, Cloud Administration Tools “CAT”, and three updates:  Account Reconciliations “RCM”, Task Manager “UTM” and Tax Provision “TXP” have been released.  This blog will feature CAT, […]

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Enhancements with OneStream XF 6.1.1

On June 25, 2020, I received an email which I suspect most readers of this blog received announcing the release of OneStream XF 6.1.1 which  per the email “represents a minor release containing new features, enhancements to existing features, API additions”.  Even though OneStream software considers this a minor release, I want to spend a […]

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Update Member Relationship in OneStream XF

In my previous blog post, I demonstrated how members meeting the appropriate criteria could be deleted from an OneStream XF application with a XML file.  In this blog, I will demonstrate how a member relationship “parent / child” can be deleted and more importantly changed using a XML file which is a necessary part of […]

Digital Transformation

Mass Delete Members in OneStream XF

During one of my previous projects, we needed to delete approximately 200 accounts that were distributed throughout a large Account dimension. This blog discusses how we solved it. One approach would have been to delete each account one time. Obviously, that wasn’t appealing as it is time-consuming and can be prone to error.  Another approach […]