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Community Highlights: October 2025
2 MIN READ š Have you explored our latest gem? Weāre excited to introduce the OneStream Press Excerptsāa brand-new resource designed to inspire and inform! Youāll 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 youāre hungry for more, the complete editions are just a click away at onestreampress.com. š” Need a quick dose of knowledge? Donāt 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. š As the holiday season approaches, weāre 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 youāthank you for being part of this journey. We wish you a joyful, restful, and heartwarming holiday season. š Now, letās talk numbersābecause the Community is thriving! Hereās a snapshot of October 2025: š„ 42,843 visits and 21,557 unique visitors š¬ 99 new discussions, š” 28 new ideas, and āļø 19 new blogs š Reporting took the spotlight as our most active forum, with 18 new discussions Top Engaged Threads: š¬ Most Replies: Restricting access to force Consolidate š Most Views: Workflow Profile Hierarchies: Security Model | Application Security Roles v Workflow Security Most Active Members: š£ļøMost Forum Replies: MarcusH š Most Likes Received: KH1 ā 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. Weāre 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 whatās been released thus far and whatās 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.New Course Announcement: OneStream Architecture: Implementing Analytic Blend
2 MIN READ OneStream Global Education Services is excited to announce the newly launched OneStream Architecture: Implementing Analytic Blend course available now On-Demand (OD). Course Description Analytic Blend is built into OneStream import functionality. It allows you to blend external data using OneStream cube characteristics. Analytic Blend is typically used for voluminous, operational, and highly transactional data, which is unsuitable for the cube, but for which reporting and analysis in a cube-context is desired. In this course, you will learn how to import, transform, and enrich your data using OneStreamās Stage and Blend engines. You will also learn how to pull your imported data from the external SQL Blend database and report on it responsively in OneStream. In addition, you will learn how to manage performance using FDX, automate imports, apply Blend derivative rule calculations, and use Dynamic Cube Services to enable cube-based reporting using Cube Views and the Excel Add-in. Delivery Types On-Demand (OD) Availability Customers Partners Employees Who Should Take This Course? This course is intended for seasoned Administrators and OneStream Implementers. Duration On-Demand (OD): 12 Hours Prerequisites Prior to taking this course, you should have completed the following course, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream OneStream Essentials: Building Basic Reports OneStream Essentials: Implementing OneStream Companion Courses Two companion courses to the Implementing Analytic Blend course have also recently been released on OneStream Navigator: Workspace Assemblies: Quick Start Guide A quick start guide to using Workspace Assemblies in OneStream. Explore how rule and service logic are called from Application Artefacts and organized and dispatched from the Application | Workspaces area. Approximate Duration: 30 minutes Introduction to Derivative Rules This module provides an introduction to Derivative Rules. Derivative Rules can be applied during Import to derive new and enhanced data from the imported records. Learners will explore the creation and configuration of derivative rules, understand rule expression syntax and logical operators, and learn how to sequence and troubleshoot rules. By following the illustrated examples, participants will gain the skills needed to create derivative rules for both standard and Blend imports. Approximate Duration: 1 hour, 40 minutes Micro Credential Upon completion of this course a micro credential will be issued. Important Links Register via OneStream Navigator: On-Demand (OD) Course Description PDF Pricing and Learning Paths PDF
