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.

Featured Guides

Recent Guides

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
24likes
0Comments
How to set up Parcel Services - Batch reporting
Do you have many users that you want to send information? And is this information based on data that is available in OneStream, for instance a periodic internal financial statement? Use Parcel Servic...
MarcR
Contributor II
solutions
2likes
32Comments
How to make coffee with OneStream?
Hi there! If you are reading this post it probably means that you are a coffee addict. Or a OneStream addict. Or both! Before starting the explanation on how to make coffee with OneStream, I woul...
NicolasArgente
Valued Contributor
rules
45likes
11Comments
So You Want to Learn VB.NET - pt.1
Learn VB step by step! part 1
Noemi
OneStream Employee
rules
30likes
0Comments
SELECT Like a Boss With Query Parameters
If you're concatenating strings to build queries, you're doing it wrong! Come with us for a whirlwind tour of the best ways to run raw SQL in OneStream.
JackLacava
OneStream Employee
rules
13likes
9Comments
Consolidation Vs Aggregation
Part 1 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
13likes
2Comments
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
Making sense of the Scenario settings
Learn about Scenario properties and gain some clarity as to how they should be set to meet your customer requirements.
chul
OneStream Employee
Design
Metadata
9likes
1Comment
What is a Data Unit?
As you start to build and design an application, you may keep hearing the concept of a data unit. It is a critical concept and fundamental to how OneStream works. The following is an excerpt of the...
PFugereCSO
OneStream Employee
Metadata
2likes
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
How to Set up and use Task Manager
One of the most popular Market Place solutions is the Task Manager (UTM). Why is this solution so popular? And how does it help you to get more out of your OneStream software? In a series of blogs, w...
MarcR
Contributor II
solutions
4likes
0Comments
Strategies for Data Reconciliation

OSAdmin
OneStream Employee
Design
0likes
1Comment
Dynamic Dashboards – Passing Parameters with Repeat Arguments.
Magic is just science that we don’t understand yet
sameburn
OneStream Employee
dashboards
rules
11likes
8Comments
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
How to set up Predictive Analytics?
The latest release in the OneStream Market Place is one that we have been looking forward to since the sneak preview at Splash last year: a Predictive Analytics Market Place solution. This solution a...
MarcR
Contributor II
solutions
1like
5Comments
OneStream 9.0 Stage Schema Changes
Introduction As part of our ongoing commitment to improving functionality and performance, the 9.0 OneStream release includes significant changes to the database schema related to Stage operations....
JackLacava
OneStream Employee
10likes
3Comments
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
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
Unleashing the Power of OneStream Event Handlers: Enhancing User Experience and Efficiency
Unlocking the Potential of OneStream Event Handlers Hey there! Thanks for dropping by to read about OneStream Event Handlers. If you're looking to supercharge your application's capabilities, you'v...
Omkareshwar
Contributor
rules
Workflow
26likes
0Comments
Introduction To Tree Views
A short introduction to the Tree View Component in OneStream
sameburn
OneStream Employee
dashboards
rules
17likes
4Comments

More Resources

Upgrading to 8.0+
QuickTips
Foundational Design Guides
Foundational guides provide helpful insights into key elements of the OneStream platform.
OneStream Press Excerpts