OneStream

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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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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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OneStream Hands-On Workshop Earns High Marks

We are so excited to have partnered with OneStream for our first in-person workshop ‘Drive Better Business Decisions Through FP&A’, on December 15th. Led by a certified OneStream instructor, attendees gained valuable insight into a market leading, corporate performance management platform through hands-on learning. Attending a webinar or watching a demo can’t compare to navigating […]

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OneStream – Table Views Part 2 of 2

In Part 1 of 2 Table Views, I demonstrated the data querying functionality of Table Views and stated that in Part 2 of 2 I would demonstrate how to update the data that was queried which is the subject of this blog.  If you have not read Part 1 please do so before proceeding as […]

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A Solution Architect Shares Why He Chose Perficient

What is your role? I’m a Solutions Architect within our OneStream national practice. In short, I partner with our customers to identify their financial systems requirements and then lead the design, development, and delivery of a solution to address the need. What’s keeping them up at night? Why are we having a discussion? You could […]

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OneStream – Table Views Part 1 of 2

Table Views if you are not familiar is the OneStream functionality which enables the querying and updating of relational data utilizing the Spreadsheet Page.  In this blog which is Part 1 of 2, I will review the data querying functionality of Table Views, and then in Part 2 will extend Part 1 by discussing how […]

Productivity Is In His Hands

Technical Consultant Shares Why He Got into OneStream Consulting

What is your role at Perficient?  In my role as a technical consultant, I work directly with clients that have chosen OneStream to fulfill their corporate performance management (CPM) needs. I collaborate with our knowledgeable Perficient project team to identify solutions to address client pain points and discuss a possible MarketPlace solution. When we have […]

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OneStream File Association Quick Tip

As with most programs, the OneStream platform utilizes file extensions that typically will not be associated with a program on your computer.  This Quick Tip will provide the steps on how to associate the import log of a file represented by extension “XFL” and the export of a transformation rule represented by extension “TRX” with […]

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