About This Book

Publication

Published in 2023 by OneStream Press.

Copyright (c) 2023 OneStream Software LLC, Roy Googin, Jessica Toner, Andrea Tout

OneStream and the OneStream logo are trademarks of OneStream Software LLC, www.OneStream.com, and used with permission.

ISBN: 978-1-8382528-2-3

All Rights Reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior permission of the publisher.

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OneStream Press has endeavored to provide trademark information about all the companies and products mentioned in this book by the appropriate use of capitals. However, OneStream Press cannot guarantee the accuracy of this information. OneStream Press is an imprint of Play Technologies (England) Limited. 6 Woodside, Churnet View Road, Oakamoor, ST10 3AE, United Kingdom.

www.OneStreamPress.com

Disclaimer

While the advice and information in this book is believed to be true and accurate at the date of publication, OneStream Press, the authors, and OneStream Software LLC do not guarantee the accuracy, adequacy, or completeness of any information, and are not responsible for any errors or omissions or the results obtained from the use of such information.

OneStream Press, the authors, and OneStream Software LLC make no warranty, express or implied, with respect to the material contained herein, and hereby disclaim any liability to any party for any loss, damage, or disruption caused by errors or omissions, whether such errors or omissions result from negligence, accident, or any other cause.

Note: Any Files provided for Exercises in this OneStream Press Book are for the use of Customers and Partners in an On-Premise environment and are not supported by the OneStream Support Team.

About the Authors

Roy Googin is OneStream’s Vice President of Presales Operations. Since joining the company in 2015, he has served in the implementation services, presales consulting, and demo engineering organizations. With over 25 years of experience in the field of corporate performance management (CPM), Roy has helped guide some of the world’s largest and most complex organizations in the selection and implementation of multidimensional planning, forecasting, financial reporting, and profitability analysis solutions.

To my OneStream colleagues and friends, who constantly amaze me with their talent, creativity, and imagination. And, especially, to my wonderful wife Diane, who makes everything matter.

Jessica Toner is a Lead Solution Consultant on the OneStream Demo Architecture team. She joined the OneStream Software services team in 2017, where she played a vital role in the successful implementation of OneStream’s inaugural Federal customer solution. In 2020, she shifted her focus to Partner Enablement as a Partner Engagement Manager, providing partner implementation support and project management for the OneStream Public Sector practice. Jessica currently manages the OneStream Public Sector Practice Demo Assets and provides technical build support throughout the organization. Prior to joining OneStream in 2017, she amassed over a decade of experience in accounting and finance across diverse industries, enabling her to acquire a deep understanding of the complex financial challenges that many organizations face. Jessica currently resides in Royal Oak, Michigan.

To my fiancé, Eric. I couldn’t have asked for a better partner – you are my rock.

Andrea Tout joined OneStream in 2015 with the services team, where she spent five great years working with amazing consultants and clients. Andrea’s OneStream career began with building reporting tools, and she hopes this book will inspire others to tackle something new in OneStream, think about the end-user when designing, and pass it on to others who need the knowledge and support! Andrea is grateful to her team of Technical Education Consultants, Technical Writers, Product Advocates, and Release Enablement Managers for their hard work and support of the community on Product Knowledge. Most of all, she is extremely grateful to the OneStreamers who dedicated so much time to helping her learn the product and still put up with her to this day.

To my husband, Justin, who encouraged me to write this book. Thank you for always pushing me to do things I am afraid to try, supporting me when I need it, and channeling some of my wild ideas into a reality.

Technical Reviewers

Peter Fugere is recognized as a leader within the corporate performance management (CPM) community, where he has been working to deliver world-class solutions for the past 25 years. He has worked extensively with Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle EPM Cloud Financial Consolidation and Close, Oracle Hyperion Financial Data Quality Management, Hyperion Enterprise, Upstream, and SAP BPC (Business Planning and Consolidation) before leaving Hyperion in 2004 to help build another consulting practice. He has published books and written whitepapers on the topic of implementation and best practices. He joined OneStream in 2013, is currently OneStream’s Chief Solution Officer, and is responsible for OneStream’s “Architect Factory”.

John Rodgers is based in Manchester, UK, and joined OneStream in 2016, having previously spent several years in the Oracle-Hyperion space. Since joining OneStream, John has worked in the Remote Consulting and Education organizations before moving into Solutions Consulting, aka Presales. In his various roles, John has provided training and enablement to hundreds of OneStream colleagues, customers, and partners over the years. As Director of POC Architecture, John has a passion for creating sophisticated consolidation, planning, and reporting & analytics solutions.

Errata

Despite best efforts, mistakes can sometimes creep into books. If you spot a mistake, please feel free to email us at [email protected] (with the book title in the subject line).

The errata page for this book is hosted at www.OneStreamPress.com/Dashboards

Version Updates

The OneStream platform is constantly evolving, with each release bringing new features and capabilities. The material in this book is based on Platform Version 7.3.1, which was current at the time of writing. As new releases become available, information about Dashboarding and Reporting updates can be found at: www.OneStreamPress.com/Dashboards

Accompanying Download

An accompanying file containing sample material is available for this book. To download this file, visit: www.OneStreamPress.com/Rad