On November 11, John O’Rourke, VP of Product Marketing and Communications for OneStream, and Saju Philips, Director at Perficient, hosted a webinar: How to Transform Finance with a Unified Platform for Planning, Reporting and Analytics. In this webinar we showcase OneStream Software’s market-leading CPM 2.0 solution, the OneStream XF SmartCPM platform. Saju and John outlined […]
How to Transform Finance with a Unified Platform for Planning, Reporting and Analytics [Webinar]
Today’s uncertain environment has caused the Office of the CFO to think outside typical business parameters and seek investments in finance capabilities that enable the bold moves needed to become more agile during times of ambiguity. The first step in becoming a more agile finance organization requires transforming the people, processes, and technologies. OneStream is […]
CPM Data File Batch Functionality
Both OneStream and Oracle EPM cloud provide the data file batch functionality to load the data. The common ground is that they both need a specific file name format, others are different. For OneStream, here are the steps: Create batch processing extender business rule. Batch file processing is executed by creating an Extender Business […]
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 […]
Oracle EBS Direct Connect Configuration in OneStream
As mentioned in part one, the four types of data integrations are delimited file, fixed file, data management, and data connector. In this blog, I will explain how to set up a direct connect that will pull data into OneStream from an external data source without the need for a file. This article assumes that […]
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, […]
Configure Flat File Data Integrations in OneStream
On my most recent client engagement, I was tasked with importing data into OneStream. Data integrations are a strength of OneStream, and there are several methods to load data into the system. The four types of data integrations are: delimited file, fixed file, data management, or data connector. My client required flat file and direct […]
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 […]
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 […]
Mass Delete Members in OneStream XF
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 […]