Posts Tagged ‘#OneStream #OneStreamXF’

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OneStream Drill Down to Account Reconciliation in 5 Easy Steps

I recently configured a Balance Sheet for DrillDown to the underlying Account Reconciliations in OneStream.  Here were my key learnings when setting up a CubeView/Dashboard for DrillDown to Reconciliation Manager (RCM).  I hope they help you get started. The Cube View Rows must reference the following dimensions: Account, Entity, and Time.  I did not want […]

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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 […]

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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 […]

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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 […]

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 […]

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OneStream – Integration and Attribute Dimensions

Recently a question was posted to OneStream Champions, inquiring on how to configure Attribute Value Dimensions.  This blog will provide a tutorial on how this configuration occurs which will be demonstrated with the OneStream GolfStream application. As is customary, log into the GolfStream application. Select and expand “Application” -> “Cube” -> “Cubes“. Select the “Cube” […]

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OneStream – Importing Non-Default Descriptions

Does your organization need to produce reporting with descriptions other than the Default Description specified on a member?  If yes, this blog post is for you as I will demonstrate how to leverage Excel and a metadata import to update member descriptions that are not the Default Description.  The reason for a custom solution is […]

Utilizing Text Editor in OneStream Dashboards

OneStream offers a variety of options to visualize reports with the power of Dashboards. Components such as cube views, combo charts, pivot tables, and data grids are commonly used in dashboards. In this post, I would like to demonstrate how to incorporate a text editor component into an OneStream dashboard. Create the Text Editor Dashboard […]

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OneStream Data Attachments with Google Docs

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 […]