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Blogs from Experts on OneStream

Blog Articles

Changing Signs in OneStream

Any data loaded in OneStream has to be logged against an Account. Typically, the Account Type property of the account member will determine how the data is treated, but there are a number of other fac...

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So You Want to Learn VB.NET - pt.2

As we've seen in part 1, we can manage data in memory using individual variables. However, often you need to handle multiple elements in a similar manner: you might want to retrieve all base members u...

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Stop confusion with empty parameters in Dashboards

Tired of opening your dashboard to find no pre-populated values? Frustrated when your combo boxes and list boxes don’t display a value upon runtime? This brief blog post will assist admins/super users...

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So You Want to Learn VB.NET - pt.1

If you want to unlock the full potential of the OneStream platform, you want to learn a bit of VisualBasic.NET. Don't be scared! It's much easier than it looks. We'll now cover the basics (lol) of the...

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Cool CubeViews with Custom GetDataCell Functions

"Hey boss, look a this Cube View I made - it shows our EUR Fx rates against all currencies in our app. Cool, uh?" "FX rates we loaded last month aren't cool. You know what's cool?" "... You?" "Real-ti...

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How soon the summer ends and September rolls around!

How soon the summer ends and September rolls around. The languid heat of summer is over, and the crisp crack of newly sharpened pencils and the smell of strawberry highlighters fill the air as new rec...

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SELECT Like a Boss With Query Parameters

SQL: cross and delight of the IT revolution. If you've been in the game for more than a few years, chances are that you got your hands dirty with database queries once or thrice. OneStream itself keep...

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A sneak peek into Dashboard XFBR Business Rules

Have a cube view where the Member Expansions or Time Functions just don’t provide you with what you need? You have this report you need to build and you’re struggling to match the formatting that is p...

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What in the World is a Sankey Diagram?!?!?

The second-hardest thing about writing a book is getting yourself to stop typing (the hardest thing, of course, is getting started). Particularly when the book in question covers a topic as broad and ...

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The Human Voice inside Automation

A colleague recently asked if I'd like to write about aspects of OneStream that I find interesting. As you can imagine, this took me a moment to think about, with all the different features and functi...

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Plant a Tree in your Member List!

The CPM world has traditionally allowed users to define custom lists of members in code, which is very useful when built-in expansions are not enough for their needs. This is a fairly rare occurrence ...

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Map Component Tutorial

So you’ve bought the OneStream Advanced Reporting and Dashboards book - congratulations on being on your way to mastering these tools! The book is chocked full of examples and guidance on how to tailo...

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The OneStream Rainbow

It is the month of June, I wanted to pay homage to PRIDE month. When I think of PRIDE The image of the rainbow is a very clear one for me. The colours reflect the diversity of communities and the rang...

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Can a member have two or more different Account Types?

Have you run into the situation where a customer has a KPI or statistical account that they want OneStream to dynamically calculate for one Scenario Type and users to enter for another? If you’ve work...

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The Dutiful Dead, or: A Tale Of Mixed DataSets

It's Friday afternoon, and you are already tasting a metaphorical daiquiri. Suddenly, the phone rings: it's your boss! Are you getting a pay rise? Did he finally agree to send you to Splash on expense...

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Making sense of the Scenario settings

Many of us have been through the rigors of data validation at some point during a system implementation – and if you haven’t, lucky you. For the unlucky ones, you’ve likely encountered someone on your...

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Authentication Control - Separation of Duty

Security is at the top of everyone’s minds these days. It should be - sensitive financial data is well… sensitive. But at the same time, administering security doesn’t need to be complex. Our customer...

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A Review of Selected Admin Solutions in OneStream

1. Log Cleaner OneStream provides sophisticated and detailed audit trail capabilities using various types of logging. The logging functionality is distributed over the system and the Log Cleaner Marke...

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How to make coffee with OneStream?

Hi there! If you are reading this post it probably means that you are a coffee addict. Or a OneStream addict. Or both! Before starting the explanation on how to make coffee with OneStream, I would lik...

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How to set up Data Entry 123

How to setup Data Entry 123 Data Entry 123 requires the configuration of database settings that are also required for many other MarketPlace solutions. After downloading the solution as a .zip file fr...

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How to set up Parcel Services - Batch reporting

So, where do you start with Parcel Services? We’ll first describe the setup of the solution and after that the usage. How to setup Parcel Services Parcel Services requires Ancillary Table access like ...

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How to set up Predictive Analytics?

The most common issue with predictive systems is the quality of the source data. Without proper data quality used for input, what can be expected of the outcome? That’s exactly where OneStream disting...

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How to use Scenario Analysis 123 ?

First of all, please note that the solution Scenario Analysis 123 is not intended for full Entity or multiple-hierarchy consolidations spanning multiple periods or years. Therefore, it is mainly desig...

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How to Set up and use Task Manager

According to the official documentation, this solution is described as: “The Task Manager (UTM) Solution is a way to organize workflows inside and outside of OneStream. It provides one stop for Admini...

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What are the best ways to train end users in OneStream?

End User Training apps in the OneStream MarketPlace In the MarketPlace, you’ll find a wide range of end user training material. There is standard training material available for: End User Excel Analys...

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