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How to Post a Multiperiod Journal in OneStream

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 […]

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Preparing for Direct Connection to OneStream

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 […]

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Key Takeaways from Splash 2023 – Part 2

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 […]

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Key Takeaways from Splash 2023 – Part 1

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 […]

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Uploading Flat Files to a Custom Table in OneStream

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 […]

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Linked Cube Views in OneStream and Drilling Down to Source Data

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 […]

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Pivot and Submit Data through a Spreadsheet using Table Viewer in OneStream

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 […]

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Getting OneStream Badge-Preparation for Beginner Level

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 […]

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How to Query & Extract data from OneStream metadata XML using XPath & XSLT

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 […]

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OneStream Splash 2023 – Meet Us There!

Splash, OneStream’s annual Global User Conference and Partner Summit, is only two months away – April 17-20 in Washington, D.C.! Attendees can expect 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 and we’re looking forward […]

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Are You Looking for Your Next Career Move?

At Perficient, our people are at the heart of what we do. We love what we do and where we work, contributing to our collaborative, open, and friendly culture. Our culture is one of the main reasons Perficient continues to be recognized as a “Top Workplace” in key markets across the U.S. Perficient invests in […]

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Setup Default Column Set for Guided Reporting

The Guided Reporting solution is used to provide business users with an intuitive and easy-to-use report viewing experience. This solution provides a framework for integrating customer data content into a report viewer workspace that is organized around the hierarchical Entity structure of an organization. In addition, reports are tailored to the data available for the […]

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