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OneStream is a world-class Intelligent Finance Platform that empowers organizations to have confidence in their data and make decisions that maximize business impact. It is used by enterprises all over the world to streamline financial close, consolidation, planning, reporting and analysis, and drive effective business decisions - all based on near real-time data.The user experience is the point of contact with the platform, and while OneStream comes with a powerful standard UI, one of its greatest strengths is its ability to create bespoke reports and custom dashboards. Like our customers, each OneStream application is unique - whether you're a novice or have experience with CPM solutions, OneStream provides the flexibility to tailor a solution to meet your needs. Concepts discussed in this book are intended to help you understand the unlimited possibilities of designing your ultimate user experience.Written for administrators, dashboard and report designers, plus end users, and filled with background knowledge and step-by-step guides, this book deep dives into cube views, dashboards, reporting, and highlights the tools and tricks that will take user experiences to a new level.We examine how leveraging the full power of the OneStream Platform will help you move beyond the standard interface, align your end-user experiences with your business and process requirements, promote user adoption through efficiency and ease of use, and truly maximize the value of your OneStream implementation.By the end of this book, you will have a deep understanding of the components that drive the user experience and how and when to use them. You'll walk away with a plethora of tools and ideas to incorporate into your application to deliver your very own user experience.In this book, we will:Design and build cube views, based on data entry and reporting needs.Discuss the use of cube view extender business rules to expose advanced formatting capabilities.Explore how navigation links and drill to dashboard functionality provide intuitive analysis.Identify the benefits of configuring personalized home pages to ensure user adoption.Create working role-based dashboards inspired by real-world customer requirements.Note: The material in this book is based on Platform Version 7.3.1, which was current at the time of writing.

OneStream is a world-class Intelligent Finance Platform that handles the complex planning, consolidation, reporting and other requirements of mid-sized to large enterprises. Whether in retail, financial services, manufacturing or other industries, the OneStream platform provides the means to integrate multiple data sources and utilize a wide range of tools and methodologies to improve business processes and performance. Through OneStream, organizations benefit from unified, real-time, enterprise-wide planning and forecasting.Aimed at OneStream Planning practitioners, administrators, implementors, and power users alike, as well as Financial close and consolidations practitioners, OneStream Planning: The Why, How and When is the first standalone book in the performance management space to cover the power and potential of Planning in OneStream. Drawing from real-world deployments, the book is rooted in easily understood business use cases, and explains approaches (with code) through a comprehensive exploration of the solution. All this is offered within a framework of top functional and technical practice as informed by the authors' decades-long consulting and application development experiences.Which should I do - Import or Direct Load, Consolidate or Aggregate?How do Data Buffers really work; what is Eval and why should I care? Which approach is fastest and does it really matter?Why Multiyear Scenarios should never be YearlyCan Thing Planning run in the Spreadsheet? (It can.)Combining REST API and Analytic BlendSlice Security down to the very tiniest slicePivot Grid or Large Pivot Grid, that is the questionA book filled with clear use casesExhaustively tested and verified solutions, and extensive source codeUndocumented features and functionality covered, along with functional and technical good practicesCameron Lackpour first worked with Corporate Performance Management technology in the dinosaur days of mainframe multidimensional databases and saw the OneStream light in 2017. He has been in the consulting business since 1996, creating solutions for customers using best of breed planning and analytic tools. Cameron blogs on www.thetruthaboutcpm.com and is a host on the podcast www.epmconversations.com. Despite painful experience, this is his third book, and (as always) Cameron thought it would be "fun". He hopes you enjoy it.Celvin Kattookaran has more than 17 years of experience in Business Intelligence and Corporate Performance Management. He has developed creative and practical business solutions to address clients' planning and analytical challenges. He has extensively worked in gathering requirements, interacting with the client, managing the development team, design analysis, implementation, and support. Celvin has successfully implemented enterprise-wide performance management solutions across many industries with heavy experience in the OneStream Platform and various Specialty applications. Celvin is an avid blogger and shares his ideas and utilities on his blog cpminsights.com. He is also a host on the podcast epmconversations.comNote: Any Files provided for Exercises in this OneStream Press Book are for the use of Customers and Partners in an On-Premise environment and are not supported by the OneStream Support Team.The information contained within this book is relevant to software version 3.5.6

The Definitive Reference to Design, Configure and Support Your OneStream Platform.OneStream is a modern, unified platform that is revolutionizing Corporate Performance Management. This proven alternative to fragmented legacy applications is designed to simplify processes for the most sophisticated, global enterprises. Hundreds of the world's leading companies are turning to OneStream to help with reporting and understanding financial data.In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company's top team of experts. Beyond offering a training guide, the focus of this book is on the 'why' of design and building an application.> Manage your Implementation with the OneStream methodology> Understand Design and Build concepts> Build solutions for the Consolidation of financial data, and develop Planning models> Create Data Integration solutions that will feed your models> Develop Workflows to guide and manage your End-Users> Advance your solutions with Rules and Security> Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding> Tune Performance, and optimize your applicationNote: Any Files provided for Exercises in this OneStream Press Book are for the use of Customers and Partners in an On-Premise environment and are not supported by the OneStream Support Team.The information contained within this book is relevant to software version 3.5.6