During one of my previous projects, we needed to delete approximately 200 accounts that were distributed throughout a large Account dimension. This blog discusses how we solved it. One approach would have been to delete each account one time. Obviously, that wasn’t appealing as it is time-consuming and can be prone to error. Another approach […]
OneStream is offering a 50% discount in June for virtual public training courses
In January 2019, Perficient delivered our first OneStream Application Build for Administrators course. Since then, countless students have trained at our facility in Houston, TX featuring state of the art student personal computers with dual monitors, USB charging outlets and HD projection screens. If you’ve ever considered taking this OneStream course, but couldn’t find the […]
Using Drill Back Types to Display Content in OneStream – Web URL
Drill back is a key function in OneStream that allows end users to have a visual representation of their source data. Direct Integration Connectors make it possible to directly connect to source GLs such as Oracle, PeopleSoft, or SAP. Listed below are different drill back types: Data Grid Text Message Web URL File Viewer File […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 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 […]
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, […]
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 […]