OneStream

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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How to Transform Finance with a Unified Platform for Planning, Reporting and Analytics [Webinar]

Today’s uncertain environment has caused the Office of the CFO to think outside typical business parameters and seek investments in finance capabilities that enable the bold moves needed to become more agile during times of ambiguity. The first step in becoming a more agile finance organization requires transforming the people, processes, and technologies. OneStream is […]

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 […]

Data Business Computer People

Journal in OneStream

Traditionally, you use journal for consolidation. In OneStream,  you can use journal to load data to “AdjInput” in “Origin” dimension, not only for consolidation cube, also for planning or reporting type cube. Journal or journal template in OneStream have many settings to meet different requirements. For example, you can choose “Balanced” or “UnBalanced” for “Journal […]

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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 […]

Oracle EBS Direct Connect Configuration in OneStream

As mentioned in part one, the four types of data integrations are delimited file, fixed file, data management, and data connector. In this blog, I will explain how to set up a direct connect that will pull data into OneStream from an external data source without the need for a file. This article assumes that […]

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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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Embracing a User Guided Experience with OneStream Task Manager

OneStream’s Financial Task Management (UTM) solution is a web-based platform that provides customers with a central location for managing period closing activities for their entire organization. Task Manager is made up of activities called “Tasks.” These tasks can include all standard monthly, quarterly, and yearly financial reporting tasks that have been identified by an organization’s […]

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Configure Flat File Data Integrations in OneStream

On my most recent client engagement, I was tasked with importing data into OneStream. Data integrations are a strength of OneStream, and there are several methods to load data into the system. The four types of data integrations are: delimited file, fixed file, data management, or data connector. My client required flat file and direct […]

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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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