OneStream Tax Provision

Knowledge Base Articles

Form Template Groups & Profiles

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 32. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Form Templates" Tax Provision Blueprint Forms There ar...

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Sample Workflow Upload Template

Attached is a one tab Excel file that has a sample Workflow Upload template. It is OneStream's "Workflow Hierarchy Builder" that has been updated with sample Tax Provision Blueprint metadata. If you have a lot of WF's to create, this may be a good so...

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Sample Excel Formulas

Attached is a 4 tab Excel file that has many sample Excel formulas. It shows you how to reference the 18 dimensions in order to pull or push data as well as pull in metadata attributes. Areas of examples include: XFSetCell / XFGetCell / XFGetMemberPr...

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