OneStream

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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 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 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 an even bigger, better Perficient + OneStream […]

Onestream Webinar on data planning and analytics

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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Financial Transformation in Healthcare With OneStream [Webinar]

Leading healthcare organizations are presented with opportunities to meet an accelerated demand for services being driven by a rise in health consumerism, the need to improve patient outcomes and satisfaction, increased cost pressures, and alternative reimbursement models. These healthcare organizations are undergoing Finance transformation and utilizing technology to bridge the gap.  Watch on-demand to learn how […]

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OneStream Splash 2022 Here We Come!

OneStream’s annual User Conference and Partner Summit known as Splash, is just around the corner – May 23-26 in San Antonio, Texas! Attendees can expect four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. If you are unable to attend Splash in person, OneStream […]

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Five Tips for Success for Entry Level IT Consultants

When first starting out your career as an IT consultant, it can prove quite overwhelming. The typical implementation stages for a traditional waterfall project are requirements gathering, solution design, build, user testing, and application deployment. For a project to be a success, not only does the lead consultant/solution architect have to understand the technical aspects […]

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OneStream Drill Down to Account Reconciliation in 5 Easy Steps

I recently configured a Balance Sheet for DrillDown to the underlying Account Reconciliations in OneStream.  Here were my key learnings when setting up a CubeView/Dashboard for DrillDown to Reconciliation Manager (RCM).  I hope they help you get started. The Cube View Rows must reference the following dimensions: Account, Entity, and Time.  I did not want […]

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Kurt Mayer, CPM Solutions Architect, Earns Design Learning Path Certification from OneStream

The OneStream Design Learning Path provides students with access to metadata, workflow, and rules design-related courses. Using a variety of interactive tools, students can navigate through a series of lessons and activities that enable them to comprehend the key elements of a project’s design phase. Students that have earned this certification have demonstrated the knowledge […]

Financial Close Challenges

[Virtual Panel] Financial Close Challenges

Join us for a live, virtual panel where we will discuss financial close challenges, and how modernizing legacy systems with a move to the cloud can bring transformative change. The panel will be moderated by Matt Hopkins, CPA, senior project manager at Perficient, and will feature CPM experts with more than 50 years of combined […]

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