OneStream Fundamentals

OneStream is an intelligent finance platform used by many mid-sized to large enterprises worldwide for consolidation, planning, and reporting. It spans numerous industries, including financial services, energy, retail, and manufacturing. Understanding how the OneStream platform enhances business processes and performance begins here.

This focused and concise starter guide is aimed at individuals who are new to corporate performance management and OneStream, serving as an introduction to the OneStream journey. It starts by identifying the components that make up the platform, then provides a learning roadmap covering metadata, data import, consolidation and planning calculations, workflow, reporting, project methodologies, and troubleshooting.

In this book, you will learn:

• All about Members, Dimensions, and Cube Views
• How to import different Types of Data and build Transformation Rules
• What Calculations offer, and how to create them
• The Power of Workflows
• An introduction to Genesis
• Reporting, including Spreadsheets, Report Books, and Dashboards
• How to troubleshoot problems, such as configuration errors and reporting issues
• Plus much more!

Get up and running with OneStream with this OneStream Fundamentals mini-book!