About Planning
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 Yearly
- Can Thing Planning run in the Spreadsheet? (It can.)
- Combining REST API and Analytic Blend
- Slice Security down to the very tiniest slice
- Pivot Grid or Large Pivot Grid, that is the question
- A book filled with clear use cases
- Exhaustively tested and verified solutions, and extensive source code
- Undocumented features and functionality covered, along with functional and technical good practices
To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com.
Table of Contents
Foreword
Introduction
Chapter 1: Theory, Philosophy, and Practice
Chapter 2: Core Planning I – Data and Calculations - Available Excerpt
Chapter 3: Core Planning II – Command and Control the Cube
Chapter 4: Planning Without Limits
Chapter 5: All Data Points Lead to Reporting and Analysis
Chapter 6: Specialty Planning Analysis
Afterword