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Posts Tagged ‘OneStream’

Splash 2024

OneStream Splash 2024 Las Vegas – Let’s Meet

Splash, OneStream’s annual Global User Conference and Partner Summit, takes place May 20-23 in Las Vegas! OneStream is expecting 2,300+ attendees to converge on Las Vegas for four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. Perficient is proud to be a Splash sponsor […]

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Identifying & Deletion of Orphan Members in OneStream via simple Excel hacks

Background Orphan members in OneStream are the members with no parent. Due to this, they are bit difficult to locate using Search Hierarchy feature, since technically they do not sit anywhere in hierarchy. They even do not get captured in grid view. Sometimes, an organization might want to delete them as they are no longer […]

Business People Discussing Strategy With A Financial Analyst

How to Post a Multiperiod Journal in OneStream

One of our client requirements was to post a multiperiod journal. In the Consolidation process, this kind of request is uncommon; however, this request was from a Planning process perspective. In the following document, I describe the steps to create a multiperiod journal with OneStream XF. Create a Journal Template Navigate to and select Application […]

Splash Washington Dc 600x400 Highlights

Key Takeaways from Splash 2023 – Part 2

Last week we published the first blog post in this two-part series sharing highlights of Splash,  OneStream’s Global User Conference and Partner Summit! We enjoyed four days of best practices, product updates, networking, and hands-on workshops with finance and industry experts! We’ll pick up where we left off with comments from the Perficient team about […]

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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 […]

Salesforce for Financial Services

How to Query & Extract data from OneStream metadata XML using XPath & XSLT

Background OneStream supports exporting metadata into XML file for backup and restore purpose (via menu Application > Tools > Load/Extract). This blog covers technique to extract this information from metadata XML using technology named XSLT (eXtensible Stylesheet Language Transformation), which can read XML hierarchy & extract information from it.   Tools Required Microsoft Visual Studio […]

Washington Dc

OneStream Splash 2023 – Meet Us There!

Splash, OneStream’s annual Global User Conference and Partner Summit, is only two months away – April 17-20 in Washington, D.C.! Attendees can expect four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. Perficient is proud to be a Splash sponsor and we’re looking forward […]

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Setup Default Column Set for Guided Reporting

The Guided Reporting solution is used to provide business users with an intuitive and easy-to-use report viewing experience. This solution provides a framework for integrating customer data content into a report viewer workspace that is organized around the hierarchical Entity structure of an organization. In addition, reports are tailored to the data available for the […]

3 Reasons to Join the Perficient CPM Team

Whatever the technology, everything revolves around three main components: Process, People, and Tools. And while “Tools” receive the majority of focus in any discussion in the technology arena, it’s the People that are the crucial component of successful organizations. We understand this here at Perficient and is a major reason why we continue to be […]

Juliette Blog2

New OneStream and Informatica Alliance Manager: Juliette Collins

At Perficient, it’s our people who make a difference, and we’re excited to introduce the newest addition to our team. Meet OneStream and Informatica Partner Alliance Manager, Juliette Collins! With over twenty years of sales and relationship management experience, Juliette is using her expertise to build meaningful bonds and drive even bigger, better Perficient partnerships. […]

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Financial Transformation in Healthcare With OneStream [Webinar]

Leading healthcare organizations are presented with opportunities to meet an accelerated demand for services being driven by a rise in health consumerism, the need to improve patient outcomes and satisfaction, increased cost pressures, and alternative reimbursement models. These healthcare organizations are undergoing Finance transformation and utilizing technology to bridge the gap.  Watch on-demand to learn how […]

San Antonio Riverwalk

OneStream Splash 2022 Here We Come!

OneStream’s annual User Conference and Partner Summit known as Splash, is just around the corner – May 23-26 in San Antonio, Texas! Attendees can expect four days of best practices, product updates, networking and hands-on workshops with finance and industry experts from around the globe. If you are unable to attend Splash in person, OneStream […]

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