OneStream

Splash, OneStream’s annual Global User Conference and Partner Summit, takes place May 20-23 in Las Vegas! OneStream is expecting 2,300+ attendees to converge on Las Vegas for four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. Perficient is proud to be a Splash sponsor […]

Background Orphan members in OneStream are the members with no parent. Due to this, they are bit difficult to locate using Search Hierarchy feature, since technically they do not sit anywhere in hierarchy. They even do not get captured in grid view. Sometimes, an organization might want to delete them as they are no longer […]

During the implementation of OneStream application, Implementation Consultants and Administrators create different security groups based on the client’s security access requirements. However, as the project progresses from one phase to another, these security groups may become obsolete or redundant. Security groups are assigned to different objects in the application to enable users to access certain […]

One of our client requirements was to post a multiperiod journal. In the Consolidation process, this kind of request is uncommon; however, this request was from a Planning process perspective. In the following document, I describe the steps to create a multiperiod journal with OneStream XF. Create a Journal Template Navigate to and select Application […]

One of the most common if not the most common requests when setting up OneStream is to have a direct connection from an ERP such as Oracle, Peoplesoft, and/ or Netsuite to OneStream to allow for data to be automatically uploaded on a regular basis.  Below is a link from one of my fellow Perficient […]

Last week we published the first blog post in this two-part series sharing highlights of Splash,  OneStream’s Global User Conference and Partner Summit! We enjoyed four days of best practices, product updates, networking, and hands-on workshops with finance and industry experts! We’ll pick up where we left off with comments from the Perficient team about […]

So much time is spent planning for Splash, OneStream’s Global User Conference and Partner Summit and then it feels like it’s gone in the blink of an eye! Four days of best practices, product updates, networking, and hands-on workshops with finance and industry experts – what a fantastic event!       The Perficient team […]

Table Data Manager: OneStream has a Marketplace Solution called Table Data Manager that allows users to create custom tables where data can be loaded and updated.  See also this Perficient blog post on how to get started with Table Data Manager: OneStream – Table Data Manager / Blogs / Perficient Table Data Manager has a […]

Perficient was engaged with a client that wanted to be able to drill down from a summary report into the details in their Thing Planning database.  This was done in OneStream using linked cube views and bound parameters.  The project team created 2 separate drill downs: From summary information to detail within the cube. From […]

Thing Planning Solution Perficient was recently engaged with a client that was implementing a Thing Planning solution to manage thousands of line items for their planning process.  The client wanted to be able to look at a small set of data in a form and submit the changes to just those rows without having to […]

Coming from IBM Planning Analytics (TM1) and Anaplan background OneStream’s first-hand experience was quite distinctive and interesting. There are no prerequisites to have experience in any EPM tool but it provides a slight edge. Anyone with technical / finance background can learn this tool. As compared to other EPM tools OneStream has the unique capability […]

Background OneStream supports exporting metadata into XML file for backup and restore purpose (via menu Application > Tools > Load/Extract). This blog covers technique to extract this information from metadata XML using technology named XSLT (eXtensible Stylesheet Language Transformation), which can read XML hierarchy & extract information from it.   Tools Required Microsoft Visual Studio […]