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 […]
OneStream
[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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
OneStream Custom Color Quick Tip
Recently I was working on a project and as part of the implementation, Cube Views were created which were deployed as Forms for data input. For most individuals who have implemented OneStream, creating a Cube View and deploying it as a Form is standard practice. What was different about this implementation is that the Cube […]
New OneStream Partner Alliance Manager: Kelly Reck
We are excited to welcome Kelly Reck to Perficient as the OneStream Partner Alliance Manager! The Partner Alliance Manager role is focused on the stewardship of our OneStream partnership. Kelly joins our team with over a decade of Corporate Performance Management (CPM) experience and is excited to hit the ground running as a new member […]
Why OneStream?
Before I discuss my “Why OneStream?”, I will provide an abbreviated background for myself to assist you the reader in understanding my perspective. I started with Hyperion Enterprise and Arbor Software’s primary product, Essbase, in 1998 at a time when for many users Excel was a shirt size, fax machines were dominant, and email was […]
OneStream – Table Data Manager
During the month of June 2021, OneStream Software made available a new MarketPlace Solution, Table Data Manager, to which this blog will provide an introduction. Per the Setup Instructions, “Table Data Manager was built to enable the management of tables and views in an Azure SQL Database” and based on this blog the functionality I […]