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Using Windows PowerShell to Kick Off a OneStream Data Management Job

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 […]

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Integrating AWS S3 and Windows PowerShell to Download and Rename Files

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 […]

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Multiple Options to Drill-Back with OneStream

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 […]

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Building Basic Dashboards in OneStream XF

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. […]

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Focus on Change That Brings Value

This blog is part of a series, if you are just now joining us, we suggest you go catch up on what you’ve missed! In our previous post, we reviewed the solutions to period-close management. In this installment of the series, we will focus on changes and tools that can help bring value to your […]

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Solutions to Period-Close Management

In our previous post, we looked at the challenges in managing the period-close process and their implications in finance organizations. In this post, we will review some solutions to period-close management. We will go on to examine the benefits of automated management tools over manual, and the use of real-time reporting tools. Period-Close Core to […]

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Period-Close Management

In our previous post, Solutions to Periodic Reconciliations, Part 1 we identified solutions to help streamline the reconciliations process to better equip your accounting team. In this post, we will review some of the challenges in managing the period close and how they impact the accounting and finance organizations. We will then review some of […]

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Solutions to Periodic Reconciliations, Part 2

In our previous post, Solutions to Periodic Reconciliations, Part 1, we identified some solutions to help streamline the reconciliations process to better equip your accounting team. In this post, we will explore some of the new tools that can be a time saver when reconciliation has the same reconciliation components period over period. Streamlined Processing […]

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Solutions to Periodic Reconciliations, Part 1

In our previous post, Periodic Reconciliations, we took a look at the account reconciliation process, the challenges it brings, and why reconciliations are a critical tool for organizations. In this post, we will identify solutions to help streamline the reconciliations process to better equip your accounting team. Account Reconciliation Tools While the process of reconciling […]

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Periodic Reconciliations

In our previous post, Solutions and Tools to Closing the Books, Part 2, we delve deep into the world of closing books, external reporting, and some of the challenges you might face closing your books. In this post, we take a look at the account reconciliation process, the challenges it brings, and why reconciliations are […]

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Solutions and Tools to Closing the Books, Part 2

In our previous post, Solutions and Tools to Closing the Books, Part 1, we identified financial consolidation tools and solutions to closing the books to equip your accounting team. In this second part of the series, we dig into powerful data processing and reporting tools. Open Systems for Integrations Modern applications can accept a variety […]

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Solutions and Tools to Closing the Books, Part 1

In our previous post, Closing the Books and External Reporting, we went into depth to examine the period-close process as well as addressed various challenges you might come across as you’re closing your books. In this post, we will identify a couple of financial consolidation tools and solutions at your disposal to better equip your […]

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Closing the Books and External Reporting

In our previous post, [Guide] Modern Accounting: How to Overcome Financial Close Challenges, we gave a general overview of the guide-to-blog series highlighting key topics relevant to today’s modern accounting. In this post, however, we’ll delve deep into the world of closing books, external reporting, and some of the challenges you might face closing your […]

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[Guide] Modern Accounting: How to Overcome Financial Close Challenges

In this guide-to-blog series, broadly speaking, you’ll learn how to overcome financial close challenges to better your organization’s bottom line. More specifically, you’ll learn to shorten the period-close process and pivot from collecting data to analysis with advanced tools designed to help the accounting office modernize and potentially eliminate certain routine and rote tasks. In […]

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OneStream Splash 2019 Recap: Cube View Best Practices Design

What a great week it was at the OneStream Splash 2019 Conference in New Orleans! I know my Perficient colleagues and I enjoyed meeting potential/current customers, fellow partners and OneStream employees. Perficient had a strong showing at the Splash conference with four employees being selected to present. I am writing this blog post as a […]

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Perficient Attains OneStream Platinum Partner Status

In early February, OneStream elevated Perficient to gold partner status within the OneStream partner network. We are excited to announce just three short months later, the momentum continues with Perficient having earned Platinum status. OneStream Software was recently named a leader in the 2019 CPM Value Matrix by Nucleus Research. Andrew MacMillen, analyst at Nucleus […]

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How to Add Runtime Details to OneStream XF Reports

Providing runtime details in the header of a report is crucial for compliance and tracking potential data validation issues. In this blog post I define runtime details as adding the time / date stamp, calculation status, cube view name, and cube view time to the header of a report. OneStream XF considers adding these details […]

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Utilizing the Power of Linked Cube Views in OneStream XF

When first working with OneStream XF and building Cube Views, I found myself running into a problem. I wanted my cube views to be detailed without being cluttered. When dimensions are stacked in the columns and rows of a single cube view, data can become sparse and the overall presentation unreadable. This method of trying […]

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Guided Workflow for Complex Planning and Approval Processes at #SplashNOLA

OneStream Splash is just around the corner! We are looking forward to four days of best practices, product updates, networking and hands-on workshops with an estimated 1,200 finance and industry experts during May 14-17 in New Orleans. I am proud to present at this year’s conference alongside our customer, Herbalife. Don’t miss our breakout session, […]

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How to Implement Lookup Tables in a OneStream Application

When developing OneStream applications, very often the need arises to convert certain strings like member names into other strings using some sort of a lookup table. It is similar to mapping, but outside transformation rules – say, when calculating cash flow items, the code needs to look up the correspondence between balance sheet and income […]

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