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OneStream

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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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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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OneStream: A Simple Guide to Building Reports and Dashboards Part 3 of 3

For those unfamiliar with OneStream’s reporting capabilities, the two most often used ways to view data in a user-friendly manner are Cube Views and Dashboards. This will be a three-part series that shows how you can create a simple Cube View, Dashboard and how to make them dynamic.   Part 1 – How to Build […]

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OneStream: A Simple Guide to Building Reports and Dashboards Part 2 of 3

For those unfamiliar with OneStream’s reporting capabilities, the two most often used ways to view data in a user-friendly manner are Cube Views and Dashboards. This will be a three-part series that shows how you can create a simple Cube View, Dashboard and how to make them dynamic.   Part 1 – How to Build […]

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OneStream: A Simple Guide to Building Reports and Dashboards Part 1 of 3

For those unfamiliar with OneStream’s reporting capabilities, the two most often used ways to view data in a user-friendly manner are Cube Views and Dashboards. This will be a three-part series that shows how you can create a simple Cube View, Dashboard and how to make them dynamic.   Part 1 – How to Build […]

3 Reasons to Join the Perficient CPM Team

Whatever the technology, everything revolves around three main components: Process, People, and Tools. And while “Tools” receive the majority of focus in any discussion in the technology arena, it’s the People that are the crucial component of successful organizations. We understand this here at Perficient and is a major reason why we continue to be […]

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New OneStream and Informatica Alliance Manager: Juliette Collins

At Perficient, it’s our people who make a difference, and we’re excited to introduce the newest addition to our team. Meet OneStream and Informatica Partner Alliance Manager, Juliette Collins! With over twenty years of sales and relationship management experience, Juliette is using her expertise to build meaningful bonds and drive even bigger, better Perficient partnerships. […]

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Historical Restatement in OneStream using very little code

In today’s modern business world, a company’s organization structure can change more frequently than anticipated through changes in ownership, acquisitions, divestitures and mergers. For those companies leveraging a robust CPM platform like OneStream, the organization’s structure is usually represented in the Entity dimension. This blog discusses a scenario where an entity changed owners and how […]

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