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
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
Dynamic Cube Services - an Introduction
Overview of Dynamic Cube Services, their use-cases, and how to get started.
JackLacava
OneStream Employee
Design
2likes
0Comments
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
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
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
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
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
Dynamic Dashboards – Passing Parameters with Repeat Arguments.
Magic is just science that we don’t understand yet
sameburn
OneStream Employee
dashboards
rules
11likes
8Comments
Linked Cube Views in OneStream and Drilling Down to Source Data
Linked Cube Views and drilling down to source data in Thing Planning.
poswald
New Contributor II
Cubeview
solutions
1like
0Comments
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
The Magic and Math of C#Top
I hear that you’ve bought the OneStream Administrator Handbook – well, well, congratulations on taking the steps that will (hopefully) make your life as an Administrator easier! The book is brimmi...
jzhang
OneStream Employee
Design
Metadata
6likes
1Comment
"Top N" reports - no code required!
OneStream has come a long way! In order to produce "Top N" reports (e.g. "Top N locations by sales"), in the past we had to resort to custom code. But now we don't! Read more to find out how...
JackLacava
OneStream Employee
dashboards
4likes
0Comments
Preparing for Direct Connection to OneStream
Low cost Direct Connection to OneStream
poswald
New Contributor II
dashboards
Workflow
1like
0Comments
Rules about Rules: Tips and Calculations Optimization
Rules about Rules: VB.NET in OneStream - Tips and Calculations Optimization Unraveling the Mystery of OneStream Application Performance: Unintentional Consequences of Code Rule Violations by Lead C...
cbriscoe
OneStream Employee
rules
4likes
1Comment
Pivot and Submit Data through a Spreadsheet with Table Views
Background We were recently engaged with a client implementing a Thing Planning solution, which would manage thousands of line items for their planning process. The client wanted to be able to look...
poswald
New Contributor II
Excel
rules
0likes
0Comments
Data import through external API services - integrating with Dynamics 365
How to leverage the power of the platform to achieve a seamless connection with your API-enabled ERP, in this specific example we will be looking at Dynamics 365 Finance and Operations.
mroscelli
OneStream Employee
rules
Workflow
8likes
0Comments
Log Like a Champ with JSON
Logging basic messages is nice and all, but what about dumping complex objects? JSON to the rescue...
ludodepaz
OneStream Employee
rules
3likes
0Comments
How to upload Flat Files to a Custom Table
Upload a flat file such as a comma delimited file, instead of XML, to a custom table in OneStream.
poswald
New Contributor II
solutions
3likes
2Comments

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