OneStream

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]