OneStream

OneStream XF & MarketPlace Solutions Updates

As I write and post this blog, within a few days the calendar will change from April 2021 to May 2021 and four months of 2021 will be behind us.  As an implementer of OneStream software, my perception is that the first four months of 2021 have been busy for OneStream development as a new […]

Swan And Dolphin

Let’s Meet at OneStream Splash in Orlando

OneStream’s annual User Conference and Partner Summit known as Splash, includes four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe! OneStream is planning for an in-person event with a virtual option, so if you prefer not to travel, you can still benefit from attending. […]

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 […]

Utilizing Text Editor in OneStream Dashboards

OneStream offers a variety of options to visualize reports with the power of Dashboards. Components such as cube views, combo charts, pivot tables, and data grids are commonly used in dashboards. In this post, I would like to demonstrate how to incorporate a text editor component into an OneStream dashboard. Create the Text Editor Dashboard […]

How to Setup the OneStream Excel Add-In and Get Started Using its Features: Part 1

One of the most common questions asked for new OneStream users is “How can I setup and use the OneStream Excel Add-In?” This two-part guide will serve as a resource that OneStream users can utilize to quickly install, log in, and benefit from the handy features within the OneStream Excel Add-In. The OneStream Excel Add-In […]

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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 […]

Diamond

Perficient Reaches OneStream Diamond Level Partner Status

Perficient is excited to announce that we have achieved Diamond level partner status within the OneStream partner network. As the highest level in the partner ecosystem, this represents the exceptional work of Perficient’s OneStream specialists and commitment to 100% customer success. With over two decades of experience in implementing CPM solutions, Perficient is dedicated to […]

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 […]

Onestream Webinar on data planning and analytics

[Webinar Recording] OneStream: How to Transform Finance with a Unified Platform

On November 11, John O’Rourke, VP of Product Marketing and Communications for OneStream, and Saju Philips, Director at Perficient, hosted a webinar: How to Transform Finance with a Unified Platform for Planning, Reporting and Analytics. In this webinar we showcase OneStream Software’s market-leading CPM 2.0 solution, the OneStream XF SmartCPM platform. Saju and John outlined […]

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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 […]

Computer And Tools

Using Overrides to Fix a Cube View GetDataCell Collison

Cube views provide a powerful and dynamic way to query data within OneStream.  Cube views are setup by selecting dimension members on a cube view’s POV, rows, and columns to govern how data will be displayed to the user when a cube view is executed. Users can view data in a variety of formats for […]

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