Recent Blogs
Certification Prep Webinar - OneStream Certified Professional (OCP) - Core Platform Architect Exam
1 MIN READ Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Professional (OCP) – Core Platform Architect exam! Join us on Monday, November 24, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Cubes Workflows Data Collection ...and more! Our experts presenting will be: Ryann Hristovsky, Director, Black Diamond Carlo Testoni, Senior Instructor, OneStream Ricky Parkash, Senior Instructor, OneStream Register today to reserve your space!Community Highlights: October 2025
2 MIN READ 🎉 Have you explored our latest gem? We’re excited to introduce the OneStream Press Excerpts—a brand-new resource designed to inspire and inform! You’ll find it nestled under the Resources tab in the top navigation. These excerpts are available to everyone completely free of charge, offering a sneak peek into the insights and expertise packed into our full publications. If you’re hungry for more, the complete editions are just a click away at onestreampress.com. 💡 Need a quick dose of knowledge? Don’t miss our QuickTips, released fresh every Wednesday! These bite-sized tips are crafted to help you get the most out of your OneStream experience. Be sure to swing by the Community each week to catch the latest drop. 🎄 As the holiday season approaches, we’re feeling especially grateful for the vibrant, collaborative spirit that defines our Community. Your questions, answers, ideas, and encouragement make this space truly special. From all of us to all of you—thank you for being part of this journey. We wish you a joyful, restful, and heartwarming holiday season. 📈 Now, let’s talk numbers—because the Community is thriving! Here’s a snapshot of October 2025: 👥 42,843 visits and 21,557 unique visitors 💬 99 new discussions, 💡 28 new ideas, and ✍️ 19 new blogs 📊 Reporting took the spotlight as our most active forum, with 18 new discussions Top Engaged Threads: 💬 Most Replies: Restricting access to force Consolidate 👀 Most Views: Workflow Profile Hierarchies: Security Model | Application Security Roles v Workflow Security Most Active Members: 🗣️Most Forum Replies: MarcusH 👍 Most Likes Received: KH1 ✅ Most Authored Solutions: RobbSalzmann
Tech Talks: OneStream Security - Data Access Security (aka Slice) Registration Now Open!
1 MIN READ Registration for our last live Tech Talks of 2025 is now open! On this edition of Tech Talks, the Author of the new OneStream mini book "OneStream Essentials", Teresa Catron Kress, joins Tom Linton and Matt Kerslake to discuss how to design and maintain a robust security model in OneStream. Learn about what's possible with OneStream Security, using Slice Security versus no input business rules, and get a walkthrough of use cases. Register now! Tech Talks: OneStream Security - Data Access Security (aka Slice)New Smart Integration Connector (SIC) Training Modules Available Now
2 MIN READ The Global Education Services team is busy developing a new training course on the Smart Integration Connector (SIC) for OneStream. We’re excited to share that the first four modules of the new SIC course have been released on Navigator and are available now for FREE for those with access to OneStream Navigator. Read on to learn more about what’s been released thus far and what’s coming soon! Smart Integration Connector: An Overview for Everyone This module provides a comprehensive overview of the Smart Integration Connector (SIC) using everyday language, making it accessible to both technical and non-technical audiences. It covers the purpose, functionality, and value of SIC within the OneStream data integration ecosystem. Duration: 20 minutes Link: Smart Integration Connector: An Overview for Everyone Smart Integration Connector: Setting Up the Environment Setting up SIC in OneStream is done in two stages: Stage 1 entails installing SIC and setting up a Gateway Connection. Stage 2 entails connecting to local data sources. This module focuses on Stage 1 of the process. Duration: 30 minutes Link: Smart Integration Connector: Setting Up the Environment Smart Integration Connector: Connecting to a Database After SIC is installed and a Gateway Connection is established and online, this module walks you through how to connect to a database and check that the data is coming through to OneStream. Duration: 20 minutes Link: Smart Integration Connector: Connecting to a Database Smart Integration Connector: Connecting to a File Server After SIC is installed and a Gateway Connection is established and online, this module walks you through how to connect to a file server for bi-directional file exchange with OneStream. Duration: 20 minutes Link: Smart Integration Connector: Connecting to a File Server Smart Integration Connector: Connecting to a Web API Data Source After SIC is installed and a Gateway Connection is established and online, this module walks you through how to connect to a web API data source for bi-directional data exchange with OneStream. Duration: 20 minutes Link: Smart Integration Connector: Connecting to a Web API Data Source Coming Soon Development of the SIC course continues with more modules coming soon to Navigator. Once all modules are ready, they will be brought together as the SIC course and a micro credential granted upon completion of the course. Subscribe to the Community Blog to receive notifications when new OneStream training modules and courses are available.Spreadsheet or Excel Add-in?
2 MIN READ 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 interface to access, manipulate, and submit company data. The use of Spreadsheet and the Excel Add-in is manly focused around two areas: Data Retrieval and Analysis: They allow users to connect directly to the OneStream database to retrieve, analyze, and refresh live financial data. Users can leverage Excel's comprehensive formula and charting capabilities while ensuring that the underlying data is accurate and sourced directly from the single version of the truth within OneStream. This capability is vital for ad-hoc analysis, detailed drill-downs, and creating custom management reports that may be too complex or specialized for the standard built-in reports. Data Submission and Workflow: In some contexts, they are used to facilitate the submission of budget, forecast, or journal data back into OneStream. Templates can be designed in the tool, which then uses the specific functions to upload data, maintaining the integrity of the data submission process by adhering to security and validation rules. Now, what are the differences between these two options? Well, the differences between the Excel Add-in and the Spreadsheet feature lie primarily in their environment, functionality scope, and dependence on Microsoft Excel. Here is a breakdown of the key features and distinctions: So, when you should use one option over the other? Well, you should use the Spreadsheet feature over the Excel Add-in when you need an easy access to the tool and, most important, governance and control: And when you should use the Excel Add-in over the Spreadsheet feature? As we know, the Spreadsheet feature is excellent but cannot replace the power of the dedicated Add-in for advanced tasks. You must use the Excel Add-in when you need: VBA Macros/Automation: Any time you need to use Visual Basic for Applications (VBA) to automate data retrieval, processing, or submission actions; External Data Integration: When you need to combine live OneStream data with data from external sources or other Excel files within the same workbook; Advanced Excel Functions: When you need to leverage highly technical Excel features like Goal Seek, Solver, or specific advanced charting types that are not fully supported by the internal Spreadsheet feature; Complex Report Formatting: For highly customized, production-quality financial reports that require the full fidelity of desktop Excel's formatting, printing, and charting capabilities. In summary: if a user needs the full, uncompromised power of Excel (VBA, Solver, etc.), they must use the Excel Add-in. If a user only needs basic Excel functionality, ad-hoc reporting, and data submission inside the OneStream platform for a seamless experience, the Spreadsheet feature is all they need to use.
