OneStream

OneStream’s Financial Task Management (UTM) solution is a web-based platform that provides customers with a central location for managing period closing activities for their entire organization. Task Manager is made up of activities called “Tasks.” These tasks can include all standard monthly, quarterly, and yearly financial reporting tasks that have been identified by an organization’s […]

On my most recent client engagement, I was tasked with importing data into OneStream. Data integrations are a strength of OneStream, and there are several methods to load data into the system. The four types of data integrations are: delimited file, fixed file, data management, or data connector. My client required flat file and direct […]

On June 25, 2020, I received an email which I suspect most readers of this blog received announcing the release of OneStream XF 6.1.1 which  per the email “represents a minor release containing new features, enhancements to existing features, API additions”.  Even though OneStream software considers this a minor release, I want to spend a […]

In my previous blog post, I demonstrated how members meeting the appropriate criteria could be deleted from an OneStream XF application with a XML file.  In this blog, I will demonstrate how a member relationship “parent / child” can be deleted and more importantly changed using a XML file which is a necessary part of […]

Centene, a large multi-line managed care organization, was looking to modernize and streamline its corporate performance management (CPM) applications. Centene had to move data between platforms multiple times during the close process so that close data could be fully consolidated and made available for reporting. This process had numerous challenges and inefficiencies that Centene wished […]

During one of my previous projects, we needed to delete approximately 200 accounts that were distributed throughout a large Account dimension. This blog discusses how we solved it. One approach would have been to delete each account one time. Obviously, that wasn’t appealing as it is time-consuming and can be prone to error.  Another approach […]

In January 2019, Perficient delivered our first OneStream Application Build for Administrators course. Since then, countless students have trained at our facility in Houston, TX featuring state of the art student personal computers with dual monitors, USB charging outlets and HD projection screens. If you’ve ever considered taking this OneStream course, but couldn’t find the […]

Drill back is a key function in OneStream that allows end users to have a visual representation of their source data. Direct Integration Connectors make it possible to directly connect to source GLs such as Oracle, PeopleSoft, or SAP. Listed below are different drill back types: Data Grid Text Message Web URL File Viewer File […]

Windows PowerShell is a shell scripting language often used in conjunction with Windows Task Scheduler for the automation of tasks and activities. Being able to automate tasks takes one more thing off an end-user’s plate. In this article, we will explore how to use Windows PowerShell to execute a data management job from OneStream. Data […]

Nowadays, many companies are migrating their data to a cloud storage solution rather than on a physical server. Utilizing the cloud has been an increasingly popular solution over the past few years. The advantages of using cloud storage over physical storage include cost-effectivity, always-on availability, increased security, increased mobility, and more. One popular cloud solution […]

OneStream’s drill-back feature is a very flexible and powerful capability that helps OneStream differentiate itself from its competitors. OneStream provides flexibility to drill back to a variety of different platforms and data sources. Just in the past year, Perficient has implemented drill-back functionality for a multitude of clients and to a variety of data sources […]

The purpose of this blog is to educate OneStream Software customers and consultants in the art of building dashboards. This blog provides a basic example of how to create a cube view based dashboard. This type of dashboard allows end-users the flexibility to select new drivers/variables on the fly with the click of a button. […]