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Posts Tagged ‘OneStream XF’

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Getting OneStream Badge-Preparation for Beginner Level

Coming from IBM Planning Analytics (TM1) and Anaplan background OneStream’s first-hand experience was quite distinctive and interesting. There are no prerequisites to have experience in any EPM tool but it provides a slight edge. Anyone with technical / finance background can learn this tool. As compared to other EPM tools OneStream has the unique capability […]

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OneStream Authorized Training

We are a OneStream Authorized Training partner with state-of-the-art facilities in Houston, Texas, and expanding to other locations. Courses are delivered by our experts, who bring real-world OneStream project experience to the classroom. We train clients to use OneStream XF and provide advanced-level training to the OneStream partner community. “Instructor provided many real-world examples that […]

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External Content with OneStream

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 […]

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Recent MarketPlace Solutions with OneStream XF

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, […]

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Enhancements with OneStream XF 6.1.1

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 […]

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Update Member Relationship in OneStream XF

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 […]

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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 […]

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 […]

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 […]

Utilizing the Power of Linked Cube Views in OneStream

When first working with OneStream 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 to […]

Reflections on Splash 2018 – OneStream’s Annual Conference

This past week I was fortunate to attend Splash 2018, OneStream’s user conference and partner summit. The 3-day event was filled with hands-on workshops, numerous end user sessions from what’s new with account reconciliations and approaches to take when budgeting and forecasting with OneStream to a partner track on why OneStream is beating the competition. […]