Technical Guides

Technical Guides Welcome

Our Technical Guides are your go-to resource for mastering the OneStream Platform. Designed for customers, partners, and technical professionals, these guides provide step-by-step instructions, best practices, and expert insights to help you build, configure, and optimize your applications.

Whether you’re working on reporting, rules, workflow, or data integration, you’ll find trusted content curated by OneStream experts and an active community of peers. Browse below to access comprehensive guides, troubleshoot challenges, and accelerate your success—all in one central hub for learning and growth.

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Recent Guides

The Dynamic Grid Dashboard Component
Are you frustrated by volume limitations and the inability to edit data in grid view? Do you find the SQL Table Editor restrictive because it only supports a single table? Are your items taking too l...
Eric_Hanson
OneStream Employee
dashboards
0likes
1Comment
Who should be the OneStream application administrator?
The skill set needed to administrate an OneStream application is very valuable. Luckly you should not need to look farther than the team you have that supports the application. Not only the key r...
PFugereCSO
OneStream Employee
Security
2likes
0Comments
Spreadsheet or Excel Add-in?
Spreadsheet or Excel Add-in? As we know, the Spreadsheet and Excel Add-in capabilities extend OneStream's functionality, providing financial analysts and FP&A professionals with a familiar interfac...
ctestoni
OneStream Employee
Excel
3likes
0Comments
Locking (and Unlocking) OneStream Security
How often are you, as a consultant or OneStream administrator, scrambling before UAT or go-live to get all your business rules working, all your workflows setup and tying out data? And you completely...
T_Kress
OneStream Employee
Security
7likes
0Comments
Cool CubeViews with Custom GetDataCell Functions
Can we make our Cube Views do cool stuff with a sprinkle of code? Yes we can!
JackLacava
OneStream Employee
dashboards
rules
3likes
5Comments
Introduction To Tree Views
A short introduction to the Tree View Component in OneStream
sameburn
OneStream Employee
dashboards
rules
17likes
4Comments
How to build a Multi-Select TreeView
"It's still magic even if you know how it's done."
sameburn
OneStream Employee
dashboards
rules
19likes
6Comments
The Consolidation Dimension
Part 2 of 3 - In this series of blogs we discuss the Consolidation and Dimensions that drive the power of the Cube in OneStream.
PFugereCSO
OneStream Employee
Design
Metadata
5likes
8Comments
Dynamic Dashboards – Passing Parameters with Repeat Arguments.
Magic is just science that we don’t understand yet
sameburn
OneStream Employee
dashboards
rules
11likes
8Comments
Maximizing Cube Utilization in OneStream Applications
Cubes control how data is stored, calculated, translated and consolidated based on the Dimensions assigned to it. Cubes are flexible and can be designed for a specific purpose (HR or People Plannin...
cbriscoe
OneStream Employee
Design
Metadata
1like
0Comments
Data Processing and Performance - A comprehensive guide of tables, and design
Overview To maintain well performing application, one must understand how the underlying database works and more importantly its limitations. Understanding how a system works, allows designers an...
OSAdmin
OneStream Employee
Metadata
22likes
0Comments
Menu Component in Practice
If you create the new Menu Component in your Maintenance Unit, you will quickly notice that it has very few properties. That's because its configuration will actually come from an attached Data Adapt...
JackLacava
OneStream Employee
dashboards
rules
7likes
4Comments
Dynamic Cube Services - an Introduction
Overview of Dynamic Cube Services, their use-cases, and how to get started.
JackLacava
OneStream Employee
Design
2likes
0Comments
Closing Workflows
Tackling the myth around Closing the workflow and discuss approaches to achieve the best result for your application.
KarlT
OneStream Employee
Workflow
8likes
1Comment
Floor's Lava—Time to Branch Out: Building Your Tree
Welcome to the blog! In today's post, we're diving deep into the world of hierarchical data visualization—Mission Tree-Ting style. If you’ve ever needed to see your organization’s structure at a glan...
Sudhakar
New Contributor III
dashboards
rules
1like
0Comments
Map Component Tutorial
So you’ve bought the OneStream Advanced Reporting and Dashboards book - congratulations on being on your way to mastering these tools! The book is chocked full of examples and guidance on how to tai...
JessicaToner
OneStream Employee
dashboards
rules
9likes
3Comments
Enriching Embedded Dashboards with Custom Controls
This is an introduction to Custom Controls in OneStream Workspaces. In this blog we will walk you through a simple (almost) No-Code example, creating a Custom Control dashboard with an embedded Butt...
sameburn
OneStream Employee
dashboards
3likes
3Comments
Service Factory in Practice
The Service Factory is a big paradigm shift for OneStream developers. This posts shows some of the capabilities they enable, and how they can help you organize your code in a better way.
JackLacava
OneStream Employee
dashboards
rules
6likes
0Comments
Building BiBlend table names, or: a classic tale of XFBR escapology
Tables produced by BiBlend are named with a simple convention, which makes it easy to build dynamic DataAdapters to report on them; however, day-to-day practice is often made awkward by a few gotchas...
JackLacava
OneStream Employee
rules
6likes
4Comments
The Dutiful Dead, or: A Tale Of Mixed DataSets
We have a problem: our Security is infested by ectoplasmic users. How can we bring them into the open to spring our traps, mixing data from different databases? Sounds like a job for Dashboard DataSe...
JackLacava
OneStream Employee
dashboards
rules
18likes
5Comments

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