OneStream

Perficient is excited to announce that we have achieved Diamond level partner status within the OneStream partner network. As the highest level in the partner ecosystem, this represents the exceptional work of Perficient’s OneStream specialists and commitment to 100% customer success. With over two decades of experience in implementing CPM solutions, Perficient is dedicated to […]

Since early December 2020, I have been working on a project which is utilizing MarketPlace Solution, Thing Planning, to enable the collection of information which will ultimately be summarized and pushed to a cube.  As the project has progressed, the team has customized Thing Planning primarily to improve from the team’s perspective the end user […]

At the beginning of December 2020, OneStream Software announced an update to MarketPlace Solution, Standard Application Reports “RPTA”.  If you are not familiar with RPTA, this offering is one hundred and twenty reports about the application your organization utilizes to Consolidate, Plan, Reconcile, Report, etc.  In this blog, I will discuss the brief upgrade process […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]