Recent Blogs
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.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 OneStream’s 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
Tech Talks: Designing with OneStream Genesis Replay Available!
1 MIN READ Tech Talks: Designing with OneStream Genesis is now available. On this edition of Tech Talks, Doug Kinchley and Jacqui Slone return to take a further look at OneStream Genesis, including using embedded blocks and layouts. This replay is FREE to all OneStreamers and does not have an expiration date so watch as often as you like!New Exam Announcement: Core Platform Architect Exam
2 MIN READ The OneStream Certification Program is pleased to announce the availability of the OneStream Certified Professional (OCP) Core Platform Architect exam! Description Individuals who successfully earn the OneStream Certified Professional Core Platform Architect certification have the knowledge, skills, and experience to design and implement OneStream’s unified financial platform. They have experience with consolidation, planning, data integration, reporting, workspaces, workflows, dimensionality, security, rules, MarketPlace Solutions, and data management. They are knowledgeable in the areas of accounting, finance, and information technology. This exam is based on six courses in the OneStream Essential Series and OneStream Architecture Series: Getting Started with OneStream Building Basic Reports Implementing OneStream Configuring Core Application Security OneStream Administration Designing an Application Design Decisions Instructor Led To prepare for the exam, including exam objectives, learning of recommended courses and real-world experience, download the exam study guide. Register today by logging into CM Connect (formerly known as CertMetrics) and SSO to TestWise! Delivery Type Remote, Live-proctored via webcam Exam Fee $1,000.00 USD Duration 2.5 hours Number of Items 60 to 70 Multiple Choice and 3 to 5 Performance-based tasks Digital Credential Yes For any additional questions, please contact the Certification Team by opening a ServiceNow ticket with credentialing. Thank you to the Exam Subject Matter Experts and Contributors! The OneStream Certification Program thanks the following subject matter experts for their valuable contributions throughout the exam development process. Without their dedication and expertise, this exam would not have been possible. Ben Holladay-McCann, Finit Cindy Eichner, Finit Henning Windhagen, OneStream Software Lara Sturm, OneStream Software Michelle Casey, Finit Rich House, OneStream Software Ryann Hristovsky, Black Diamond Sumeet Dwesar, OneStream Software Wayne Hulshof, Nova Advisory Werner Nindl, Nova Advisory
