OneStream Functionality You Might Not be Using (But Should Be)

Presenter: | Aug 20, 2015

OneStream has really made a splash since being formally introduced in 2012. Finit Solutions partnered early with OneStream to gain insight into a next generation tool designed by the original creators of HFM and FDM. As of June, 2015 Finit Solutions is involved with 15 OneStream implementations including the very first OneSteam XF client. In the past 3 years we have gained knowledge working with clients on their projects which may be useful to other clients. In this session, we will dig in to a variety of solutions to improve, enhance, and simplify your OneStream implementation or administration. We will go through:

  • Creating member lists (like all IC accounts), without Business Rules (using where clauses)
  • Using VB.Net Math functions (like ABS) to simplify confirmation rules
  • Truly blank rows in a cube view
  • Pulling Exchange rates into the cube, so they can be used in cube view/ quick view.
  • Cross-cube calculations
  • Loading data to “BeforeAdj”
  • Importing a Matrix Excel file thru workflow
  • Force Translate to reporting currency (using 3.5 Auto Translation Currencies functionality)
  • Control which entities are subject to confirmation rules
  • Pulling Beginning Balances from a different scenario

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