About Foundation Second Edition
Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality Tune Performance, and optimize your application New content on Workspaces, Smart Integration, Dashboard design, and more. Over 180 updated images. The information contained within this book is relevant to software version 8.4.0. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Foreword by Tom Shea Introduction [Peter Fugere, updated by Chul Smith] Methodology and the project [Greg Bankston, updated by Greg Bankston] Design and Build [Peter Fugere, updated by Chul Smith] Consolidation [Eric Osmanski, updated by Nick Bolinger] Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski] Data Integration [John Von Allmen, updated by Joakim Kulan] Workflow [Todd Allen, updated by Chul Smith] Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith] Security [Jody Di Giovanni, updated by Bobby Doyon] Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith] Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker] Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]About Planning
Aimed at OneStream Planning practitioners, administrators, implementors, and power users alike, as well as Financial close and consolidations practitioners, OneStream Planning: The Why, How and When is the first standalone book in the performance management space to cover the power and potential of Planning in OneStream. Drawing from real-world deployments, the book is rooted in easily understood business use cases, and explains approaches (with code) through a comprehensive exploration of the solution. All this is offered within a framework of top functional and technical practice as informed by the authors’ decades-long consulting and application development experiences. Which should I do – Import or Direct Load, Consolidate or Aggregate? How do Data Buffers really work; what is Eval and why should I care? Which approach is fastest and does it really matter? Why Multiyear Scenarios should never be Yearly Can Thing Planning run in the Spreadsheet? (It can.) Combining REST API and Analytic Blend Slice Security down to the very tiniest slice Pivot Grid or Large Pivot Grid, that is the question A book filled with clear use cases Exhaustively tested and verified solutions, and extensive source code Undocumented features and functionality covered, along with functional and technical good practices To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Foreword Introduction Chapter 1: Theory, Philosophy, and Practice Chapter 2: Core Planning I – Data and Calculations - Available Excerpt Chapter 3: Core Planning II – Command and Control the Cube Chapter 4: Planning Without Limits Chapter 5: All Data Points Lead to Reporting and Analysis Chapter 6: Specialty Planning Analysis AfterwordAbout Foundation
In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company’s top team of experts. Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding Tune Performance, and optimize your application To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Introduction [Peter Fugere] Methodology and the project [Greg Bankston] Design and Build [Peter Fugere] Consolidation [Eric Osmanski] Planning [Jonathan Golembiewski] Data Integration [John Von Allmen] Workflow [Todd Allen] Rules and Calculations [Nick Kroppe and Chul Smith] - Available Excerpt Security [Jody Di Giovanni] Reporting [Jacqui Slone and Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea] Introduction to the MarketPlace [Shawn Stalker] Performance Tuning I [Jeff Jones and Tony Dimitrie] - Available Excerpt Performance Tuning II [Jeff Jones and Tony Dimitrie]Cube | Data Access | Data Cell Access Security/Slice Security by U1#Geography
Data Management Access Security Please share your expertise to set up a Cube's Data Cell Access Security / Slice Security to limit data read access as outlined below: Dimension: U1# - Geography Total_Geography = Child 1 + Child 2 = Total / Top North_America = Child 1 / NA International = Child 2 / Int'l Slice Security: Access Level - Read Data by Geography - in a CV and a QV Total_Geo_Data = Read Total data | Read NA data and Read Intl data NA_Data = Read NA data | no data access = International and Total Intl_Data = Read Int'l data | no data access = North America and Total TY for your practical advice - SMEs.
QuickTips: Materiality in the ESG Reporting and Planning Solution
This QuickTips video explores ESG in OneStream, focusing on Materiality in Frameworks. Learn how to designate a KPI as Material or Not Material, sort your KPIs by Materiality, and filter Frameworks to only show relevant KPIs based on Materiality. This video uses ESG version SV100.
