Workforce Planning Express PV920-SV100 is Live on Solution Exchange!
The Express Development team is excited to share that Workforce Planning Express (PV920-SV100) was released on March 17! What is Workforce Planning Express? It’s a packaged solution designed to help organizations plan and manage their workforce more easily. It includes leading-practice designs and ready-made configurations so teams can get started quickly. With this solution, you can: Plan position adjustments such as hiring, transfers, and terminations. Manage headcount across the organization. Monitor compensation, benefits, and other workforce-related costs over time. Want to learn more? Read: Review of the release notes and product documentation on the Solution Exchange. If you’re working with customers or prospects Here are a few ways you can guide them to get started: Access the Solution: Workforce Planning Express is available for download on the Solution Exchange. Training Opportunities: End-user training will be available on Navigator in mid-April 2026. Have feedback? If you have feedback or receive it from customers or prospects, please share it with the team via this link so we can continue improving the solution.Product Support and Maintenance Policy
OneStream is committed to continually developing and enhancing our SaaS offering and software, providing customers with innovative solutions to meet ever-growing requirements. As new versions are introduced, OneStream actively plans to retire older versions. To support this, OneStream has implemented a Product Support and Maintenance Policy which is available at: https://www.onestream.com/saas-terms-and-conditions. As per the Product Support and Maintenance Policy and the terms, General Support ends 30 months after release. In 2025, this policy will be further implemented by giving customers the option to upgrade to the latest version or transitioning customers on unsupported versions to a limited support model. In this model, only upgrades and Contact changes are permitted. When a customer upgrades to a supported version, General Support will continue to be provided as per the Product Support and Maintenance policy. Support During Upgrades Customers with an active Upgrade Case (Software Upgrade, Cloud Migration Readiness, and Cloud Migration) will be provided with support for a period of 3 months during the upgrade. Upgrade Cases will continue to be available after General Support and prepaid support end. Informational Banners To ensure our customers are aware of their upcoming End of General Support date, we have released informational banners in the Support portal. They will appear 6 months before the End of Support date. The banner will contain a countdown of months remaining before End of General Support. ‘0 months remaining’ means thatGeneral Support will end on the 1 st of the next month. After this, a new banner will appear explaining that General Support has now ended, and that an upgrade is required. Customers on older contracts may see an End of Support banner without a specific date or a countdown of months remaining. In this case, the End of General Support enforcement will begin at contract renewal. For customers actively upgrading, the banner may disappear. If the upgrade becomes blocked due to lack of response or significant planned delay, the banner may re-appear. FAQ How can I tell what my End of General Support date is? For most, the End of General Support date is 30 months after the release date of that version. To locate your release date, review our Release Notes. Navigate to documentation.onestream.com -> release notes -> Platform -> End of Support Dates For customers who are on versions that are already out of General Support, upgrade dates are in staggered batches based on release dates and contract terms. These customers will receive a banner with a specific date or a countdown towards that date. Lastly, for some customers on older contract terms, the Product Support and Maintenance Policy will apply from contract renewal. They will receive a 6 month grace period upon renewal. How are release dates calculated? The Product Support and Maintenance Policy establishes End of Support dates from the major and minor versions. Hotfixes do not reset End of Support dates. For example, the End of Support date calculation for all v7.4.x versions is based on the release date of v7.4.0. My End of General Support date is coming up, but I need more time to upgrade. What are my options? You may submit a Software Upgrade for v8+ to begin a 3 month grace period. You may also purchase Prepaid Support for 6 months after your End of General Support date. My version is already older than 30 months. Will I lose access to the Support portal immediately? We have staggered upgrade dates based on your release date. There will be an informational banner in the Support portal to advise on your End of Support date. If you do not see a specific date, General Support will end at your contract renewal. Where can I find the full Product Support and Maintenance Policy? https://www.onestream.com/saas-terms-and-conditions, then look for ‘Product Support and Maintenance Policy.’October 2025 Customer Newsletter
This month we're inviting you to join the M365 Early Access Program, celebrating being named Exemplary in Financial Close, Financial Consolidation, and overall Record to Report in the 2025 ISG Record to Report Buyers Guide, sharing how EP Group unified reporting across 100+ companies, and so much more! View Newsletter The October 2025 OneStream customer newsletter includes: Product Updates - Early Access Program, documentation updates 2025 ISG Record to Report Buyers Guide - OneStream named Exemplary Education - New and updated courses, Community improvements Customer Story - EP Group unifies reporting across 100+ companies Solution Exchange Spotlight - QuickLaunch Analytics OneStream Solution Spotlight - Journal Entry Manager Upcoming Events, Webinars and User Group Meetings Guide - 2025 Finance Leader's Guide to CloseOctober 30th: Platform Power Hour Webinar – The Modern Close
Join us on Thursday, October 30 at 10 AM ET / 4 PM CET to discover how to make the financial close process faster, smarter, and more strategic by unifying, automating, and de-risking every step—from transaction creation to financial reporting—so you can OWN the close like never before. In this webinar, we'll demonstrate how: Transaction matching automates high-volume matching across multiple sources with proven volumes & performance – surfacing exceptions early and accelerating reconciliations, certifications, and consolidations. Anomaly detection leverages machine learning for AI-powered reconciliations to surface exceptions and spot anomalies ensuring completeness and accuracy before consolidation. Journal Entry Manager (JEM) empowers finance teams with full lifecycle control, role-specific workflows, and built-in audit trails— centralizing consolidation and operational journal postings across ERPs and business units enabling faster, more accurate period-end closes. Can't attend? Register anyway and we'll send you a link to the recording.Extensibility Series: Riding the Wave of Vertical Extensibility
What is Vertical Extensibility? Vertical or entity/cube extensibility is the transformative feature of OneStream’s Extensible Dimensionality that allows for the collapsing and extension of dimensional detail as you move up and down the entity hierarchy. This feature offers the ability to include and/or exclude detail at different levels in the entity structure, and its proper use has three major benefits: It allows for a single, unified, data model to provide the flexibility required in management reporting while maintaining a single source of truth. It allows for the management of data unit sizing to provide a highly performant end user experience. It provides flexibility and future-proofing by setting the foundation for growth in your business and the OneStream platform. Instead of needing separate, distinct, data sets to meet the various reporting needs of your business, vertical extensibility provides the ability to maintain a single linked data model. The cube structure and data model in OneStream is flexible enough to include the details where they are needed and exclude them where they are not (while still providing visibility through drill down). The main difference between horizontal and vertical extensibility is that horizontal is within the same cube across different Scenario Types while vertical extensibility is across cubes in the same Scenario Type. A common example of vertical extensibility showcasing all three of the benefits mentioned above is that of a Summary cube (sometimes referred to as a “super-cube”) containing a total company entity and various Detail cubes (or “sub-cubes”) for each of the various business units in that company. In the CPM Blueprint application, you can see this type of configuration within the FinRptg linked cube structure as diagramed below. In this example, the cubes and data models are linked through a common entity hierarchy. When we look at the entity dimension above, it’s not immediately apparent that anything is going on there. However, when we compare the cube dimension assignments for Actuals, you can start to see differences in the level of detail. In the FinRptg cube, we can see that a summary level of Accounts, UD1, and UD2 have been assigned. This will allow us to collapse the data unit down to that more summary level used in total company reporting. In the account dimension, for example, the lowest base members in the FinRptg cube would be at the NetRev, COGS, and OpEx level. When data consolidates from an entity in a sub-cube to a parent entity in the FinRptg cube, the records will be collapsed and stored in the higher dimensionality members. The lower-level base entities (ex. BU_100) and BU parent entities (ex. TotBU1) that exist in the FinBU1 and FinBU2 cubes will still have the more detailed granularity, but the TotCORP entity will only be stored in the database at that higher level. Without vertical extensibility, every distinct base intersection from both detailed cubes would also be stored for TotCORP as shown below: Applying vertical extensibility to our design allows us to collapse the data unit as it moves into the summary cube. This allows us to better manage the data unit size and keep the details where they are reported on. Applying this concept to the database records we looked at in the previous example, you can see a considerable reduction in the TotCorp entity data unit size and the amount of data we are storing in the database: Base revenue accounts collapsed into NetRev. Base geographies collapsed into a summary level (NA / EMEA). Base products collapsed into a summary product line (Product Line 1 / Product Line 2). The benefit of this is a direct reduction of the TotCORP entity’s data unit size which will lead to more snappy reporting and improved consolidation times. With the linked cube structure, we can directly drill down from TotCORP at the higher level into either TotBU1 or TotBU2 which sit in the detail cubes whenever we need to explore additional detail. Looking back at the CPM Blueprint application’s cube dimension assignment, we can also see a different application of vertical extensibility in UD3. FinBU1 does not collapse detail into FinRptg (as they both have the ProductSummary dimension assigned) but FinBU2 does. This shows the ability to vary base dimensions in each of the detail cubes. Perhaps different business units across the company use distinct cost centers, separate charts of accounts, or in this case, BU 1 may have a more detailed breakout of products than BU 2. This use of vertical extensibility allows the cubes to be more targeted to the data. This will improve the performance and end user experience by reducing sparseness. With this configuration, we can exclude members that aren’t applicable to BU 2. When designing an application, it’s important to consider future flexibility and expansion both within the business and the OneStream platform. Utilizing vertical extensibility to configure a linked cube design from the start leaves the door open by providing numerous possibilities in the future. By extending the entity dimension down from a summary cube to at least one detailed cube, you are then able to: Expand and collapse detail in separate scenario types as they consolidate up. Utilize vertical extensibility on any new dimensions activated in the future. Link additional detail cubes to the summary cube. Once Workflows have been configured and data has been loaded to a cube, you cannot add a summary cube above it. The foundation has been set and your options around flexibility and managing the data unit size have been truncated. How Should Vertical Extensibility be Applied? Vertical extensibility is the natural next step in the extensibility design process. After aligning on the levels of input each dimension should have, you should also discuss how the detail varies across business segments and what levels of detail are required for reporting. In design I find myself asking some of the following questions: Do all entities follow the same chart of accounts? Do all entities follow a similar breakout of detail (geography, products, cost center, etc.)? Are there common characteristics of entity groupings? How does corporate reporting differ from management and base entity reporting? At a consolidated level, do you need to see the lowest level of detail? The most granular GL accounts? Each individual product? Every project? Could a restructuring cause entities to move between BUs or other groupings? Planning & Preparation In terms of order, I like to start with horizontal extensibility first. Horizontal extensibility is more of a business process mapping into OneStream while vertical extensibility is more of a technical lever to drive performance, maintenance, and flexibility. Because of this, I find horizontal extensibility to be easier to understand, and I like to let the client walk before we run. I suggest having the business define input extensibility across scenario types first and then work into the reporting levels and variances across business units or other groupings. I find this exercise to be a back-and-forth refining process. Look at existing reports, analyze what needs to be produced out of OneStream, and make suggestions on the details in each cube. Solicit feedback and refine the suggestions. Bump up calculations that need to run, ad-hoc reporting, etc. to the suggestions and further refine. And finally, map out the combined vertical & horizontal extensibility in a matrix that the business can visualize and agree upon: Throughout this design process, it is helpful to mockup what the data will look like in OneStream and what will/will not be valid with this data model: Remember that alternate entity hierarchies will also need to be extended from summary into the detail cube(s). All entity structures (ex. Total Legal, Total Management, Total Tax, etc.) need to be thoughtfully planned out to incorporate extensibility and alternate entity parents placed in the proper cube. If possible and time permits, create a quick strawman and load some raw data in a OneStream application so the client can play around with it and visualize in QuickViews and drill downs. This will help further their understanding and learning journey. To reiterate, this is the time to set a healthy foundation for the future. Configuration The configuration of vertical extensibility and the linked cube structure has three main pieces: Configure the entity dimensions. Create the cubes and assign the created entity dimensions. Assign the cube references. Configuring the entity dimensions Continuing with the example in the CPM Blueprint application, we will need to configure three entity dimensions and link them by adding cross-dimensional relationships. First, we create the three entity dimensions and the desired members within each: Next, we need to add relationships to link the structure. Select the FinRptg entity dimension, click on the TotCORP entity, and follow the steps in the image below: Select “Add Relationship for Selected Member” TotCORP should be populated as the Parent Member. Select the ellipsis to the right of Child Member. Change the dimension from FinRptg to FinBU1. Select the TotBU1 entity. Select OK on the “Select Member” popup window. Select OK on the “Add Relationship” popup window. Repeat process for adding the TotBU2 entity relationship. After assigning these relationships, you will see the full linked structure in the FinRptg entity dimension. Note: The entities in black text are members of the FinRptg dimension while the entities in gray text are inherited members. Create the cubes and assign the created entity dimensions The next step is to create the cubes and assign the configured entity dimensions. Continuing with the CPM Blueprint application example, we will need to configure three cubes (FinBU1, FinBU2, & FinRptg) More information on proper cube dimension assignment can be found in the linked article. Assign the cube references The final step is configuring the cube dimensions and assigning the proper cube references to link them. Select the FinRptg cube and navigate to the “Cube References” tab. It will auto-populate based on the entity dimensions linked previously but the cube references also need to be assigned to complete the cube linking. After configuring extensibility and assigning the proper Cube References, the Cube Properties and Data Access settings may also need to be updated: Is Top Level Cube For Workflow should be set to “True” on the summary cube. Workflow suffixes should be set on the summary cube. This section will be grayed out on all linked detail cubes. Calculation settings typically align across the linked cube structure. Business Rules that need to be run in all cubes (ex. Custom Translation) should be assigned in both the summary and the linked detail cubes. Data cell security settings may need to be maintained in all cubes depending on the requirements around them (ex. UD1#200 requires data cell access security and UD1#200 exists in all cubes. Therefore, the data cell access “slice” security must be applied on all cubes in the linked structure). Recommendations & Considerations The Data Unit is a key concept to understand in OneStream. It is important to effectively manage its size to allow for optimal performance while accounting for future growth. Vertical extensibility directly affects the data unit size as you consolidate up the entity hierarchy by allowing you to vary the levels of detail assigned across business units and summary levels of the business. The mindset going into an application design should not be whether or not to use vertical extensibility but rather how it should be applied. There are very few cases where vertical extensibility should not be used because of the benefits outlined in this article. Even in cases where the same dimensions are assigned to both the summary and detailed cubes (therefore not collapsing the data unit at all), I would still utilize a linked cube structure. This foundational setup allows you to use a separate Scenario Type in the future if the data unit size or performance does become an issue as the business grows or new use-cases are brought into OneStream. When deciding how many detail cubes to include in an application design, it is important to weigh many different factors including: Are there data unit size concerns with a single detailed cube? Having a consolidated member across various BUs within a detailed cube could lead to an unmanageable data unit depending on the use of UDs and data volume. Is there a business reason to split into separate detail cubes? Maybe they have different charts of accounts or other dimensional differences (ex. Services vs Manufacturing). How often do entities move between business units? Frequent movements would be complicated between cubes so you may want to contain these in a single detail cube. However, if it’s once every three years or if you have to stretch to remember the last time it happened, the benefits may outweigh any effort to (potentially) move an entity between cubes later. What is shared across business units or other management structures vs what is distinct? If most items are shared, does it make sense to split across cubes? Consider any potential business changes as well if they may push these business units to be more aligned in the future. How do internal controls differ? How should we be thinking about cubes in relation to the security model? Applying extensibility is a balancing act. Too many dimensions and cubes can add maintenance overhead and detract from the end user experience. Too few can slow performance and also detract from the end user experience. There are typically compromises across the business during design. For example, it may make more sense to add a few accounts to a common chart to be able to share across the business, or to add some product lines to a business unit’s dimensionality even if they don’t use them. Instead of splitting these entities out into their own cubes, the complexities may outweigh the benefits. In design, it is important to outline the assumptions and reasoning behind a particular decision. List the options that were considered and the reasons they did not prove to be the best fit. With so many design levers at our disposal, it is helpful to have callbacks to the conversations that were had leading up to the final documented design. In a linked cube structure, reports in OneStream can be created using the parent cube. The concept of Merged Hierarchies allows OneStream to understand the extended entity’s data model from within the parent cube. Use “MergeMembersFromReferencedCubes” to control the extensibility level in reports. Example: A#IncomeStatement.TreeDescendantsInclusive.Options(Cube = |WFCube|, ScenarioType = XFMemberProperty(DimType=Scenario, Member=|WFScenario|, Property=ScenarioType), MergeMembersFromReferencedCubes = False) Finally, as detailed in the horizontal extensibility article, it is important to properly configure account-type dimension extensibility or else it will not consolidate up to the summary cube in a linked cube structure. When reconciling data in a detailed cube, this issue won’t present itself but when the data tries to consolidate up to a parent entity in the summary cube, it doesn’t have anywhere to go if you have not extended from a base member. For the most part, this consideration should apply to all configured dimensions but there are select use cases where it is desirable for the data not to consolidate up to the summary cube and those members not be visible to other business segments. Some examples of this include drivers specific to a business unit, dynamic calculations specific to one segment, and alternate hierarchies specific to one cube. Conclusion Vertical extensibility allows OneStream to remain a single source of truth for both corporate and management reporting. By extending dimensions down the entity hierarchy, organizations can avoid fragmented systems and empower users with the detail they need. Proper application of vertical extensibility provides: Performance benefits Flexibility to assign dimensional detail in a more purposeful way Future-proofing by leaving the door open to additional configuration options Lower maintenance overhead with a single unified data model Extensibility should be a discussion topic in every solution design. Its use is the key to unlocking the full potential of the OneStream platform.September 2025 Customer Newsletter
This month we're announcing updates to the Financial Close and ESG solutions, helping you save on Instructor-Led Training courses and certification exams, sharing how Parkdale Mills eliminated manual reporting across seven spreadsheet consolidations, and so much more! View Newsletter The September 2025 OneStream customer newsletter includes: Product Updates - OneStream Financial Close and ESG Connect North America - Events in Minneapolis, NYC, and Atlanta Education - New and updated courses, training special offer and more Customer Story - Parkdale Mills streamlines reporting and close cycle Solution Exchange Spotlight - Workforce planning with CompAnalytics OneStream Solution Spotlight - SensibleAI™ Studio Upcoming Events, Webinars and User Group Meetings Report - Women in Finance
The OneStream Podcast: Expert Series - From Power User to Advanced Administrator available now
On this episode of The OneStream Podcast, longtime OneStream software instructor, Tom Linton joins Peter Fugere to talk about the roles of Power Users and Administrators. This is an in-depth and informative discussion about how to advance your knowledge, skills and career in the OneStream ecosystem that you don’t want to miss!The OneStream Podcast: Foundation Series - Platform Version 9 now available!
OneStream Platform v9 introduces breakthrough platform technology, empowering Finance to go further with integrated Operational and Financial data. On this episode of The OneStream Podcast, Jessica McAlpine from the OneStream product management team joins Peter Fugere to discuss feature highlights such as Genesis and Dynamic Cube Services, and how this upgrade benefits all of your OneStream users. Listen now!July 2025 Customer Newsletter
July 2025 Customer Newsletter We're excited to bring you the OneStream customer newsletter in a new interactive format. Quickly jump to your favorite sections, bookmark the newsletter to reference later, and share with colleagues. This month we're introducing you to the new Productivity Pack, offering discounted pricing on Splash EMEA passes, sharing how Valeo achieved 96% faster data configuration and so much more! View Newsletter The July 2025 OneStream customer newsletter includes: Product Updates - Productivity Pack & System Diagnostics OneStream Splash - EMEA Registration Now Open Quick Tips - Import templates in ESG Reporting and Planning Solution Customer Story - Valeo achieves 96% faster data configuration Readiness Toolkit - Get the most out of your OneStream data in Power BI Solution Spotlight - Planning Upcoming Events, Webinars and User Group Meetings Blog - AI Talent Shortage in FinancePlatform 9.0.1 Hot Fix : Database Upgrade Utility
OneStream Software has released Hot Fix v9.0.1 to address an issue observed during the v9.0.0 database upgrade process. The correction only updates the OneStream Database Configuration Utility and does not impact OneStream core functionality. This Hot Fix will ensure an uninterrupted database conversion for future upgrades to v9. Platform v9.0.1 is now on Solution Exchange, and all new v9 upgrades will be to v9.0.1. To ensure uniformity, all existing v9.0.0 customers will be upgraded to v9.0.1 during the regularly scheduled June 16 th maintenance window. v9.0.1 Release Notes are available on the OneStream documentation site. FAQ: Will the Hot Fix be Backwards Compatible with v9.0.0 Clients? Yes, the 9.0.1 Fix is backwards compatible with v9.0.0 clients. Will customers have to install the Windows desktop and Excel Add-in with the Hot Fix? No, the 9.0.0 Windows Desktop and Excel Add-In are compatible with the 9.0.1 Server and no client re-installation is necessary. Does Click-Once need to be updated as part of this Hot Fix? No, there are no changes required for Click-Once users. Users will see 9.0.1 indicated on their OneStream landing page indicating the connection to the 9.0.1 server.
