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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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Connect with us at OneStream Splash #SplashNOLA

What is Splash? OneStream’s annual User Conference and Partner Summit including four days of best practices, product updates, networking and hands-on workshops with an estimated 1,200 finance and industry experts! Perficient is proud to be a gold sponsor of OneStream Splash, which is being held May 14-17 in New Orleans. Visit us at booth #303 […]

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Useful string manipulations in VB.NET

From the perspective of the developer, one of the biggest selling points of XF OneStream is the coding power and flexibility that comes with VB.NET. In this post I wanted to share a couple useful tricks when working with strings in OneStream applications. Text.StringBuilder First, any complicated string that is being put together from different […]

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OneStream – My High-Level Perspective

I recently got my hands on OneStream software. I can definitely say that OneStream is in vogue, especially working through many other products since the Essbase- Hyperion System 9 days, surviving the changes from Enterprise -> FDM -> FDQM -> FDMEE / Data Management, navigating through to see Planning/ HFM on cloud taking multiple forms […]

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OneStream Elevates Perficient to Gold Partner Status

Perficient is excited to have attained gold partner status within the OneStream partner network. OneStream Software is a leader in corporate performance management solutions (CPM) for the mid-sized to large enterprise and recently ranked 212th Fastest Growing Company in North America on Deloitte’s 2018 Technology Fast 500™. With the surge of customers moving off legacy systems […]

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OneStream XF: How to Clear Data in Slices

Many of us here at Perficient have been busy lately exploring OneStream XF, the new planning and financial consolidation solution. For consultants coming from the Hyperion Financial Management (HFM) background like me, it’s impossible not to appreciate new amazing capabilities that come with .NET platform, the elegance of and omnipresence of help articles on VB.NET […]

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OneStream Authorized Training in Houston Delivered by Perficient

As a OneStream Silver Partner, we are pleased to share the good news that Perficient is now a OneStream Authorized Training Partner with our first class, OneStream Application Build for Administrators, less than two weeks away, January 21-24, 2019!  If this class doesn’t work with your schedule, please see the North America Training Schedule, dates […]

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Working with OneStream XF Workflow Engine

The OneStream XF Workflow Engine is one of my favorite design components in the platform. It leads the users to a centralized working panel and protects them from the complex technical concepts of the system through the entire work cycle. First of all, the workflow tasks are not limited to having users input and review […]

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Comparing Data Integration between OneStream and Oracle EPM Cloud

Everyone in the industry is talking about the differences between Oracle Enterprise Performance Management Cloud and OneStream XF – the latter was created by the inventors of Oracle Hyperion Financial Management and Oracle Hyperion Financial Data Quality Management (formerly Upstream Software). The blog post will address the data integration options of each solution. Oracle Enterprise  […]

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OneStream and its Place in the Market

When I first starting working with OneStream over a year ago I found myself saying, “well XYZ did this better” and “why is it so much harder in OneStream to do X. Slowly, but surely, I realized this was just a product of my lack of fully understanding of the platform, being set in my […]

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