About This Book

Publication

Published in 2022 by OneStream Press.

Copyright (c) 2022 Jon Golembiewski. Al1 rights reserved.

Portions of this book are Copyright (c) 2022 OneStream Software LLC, and courtesy of OneStream Software LLC. Al1 rights reserved.

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

ISBN: 978-1-8382528-5-4

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.

This book is sold subject to the condition that it shall not, by way of trade or otherwise, be lent, re-sold, hired out or otherwise circulated without the publisher’s prior consent in any form of binding or cover other than that it which it is published and without a similar condition including this condition being imposed on the subsequent purchaser.

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 author, 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 author, 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.

About the Author

Jon Golembiewski is a Distinguished Architect on the OneStream Services Team. Jon joined OneStream in 2013 as one of the first members of the Services Team. Jon’s experience stretches across both Consolidation and Planning projects. He has worked on projects in over 20 countries, including OneStream’s first customers in South Africa, Australia, Finland, and Norway. Jon has also helped build and deliver training for both customers and consultants. He has lived in Amsterdam and currently resides in Pittsburgh, Pennsylvania.

Acknowledgements

First and foremost, I’d like to thank the founders of OneStream – Tom Shea, Bob Powers, Craig Colby, John Von Allmen, Todd Allen, Terry Shea, Eric Davidson and Matt Baranowski – for not only creating a brilliant product but fostering an infectious company culture too. They are not only insanely smart but genuinely good people that I am proud to call both colleagues and friends.

I’d also like to thank Peter Fugere for hiring me and both him, Steve Mebius, and Jerri McConnell for being my early and present mentors.

This book was far from a one-man show, and I’d like to thank the numerous colleagues that helped me with this book. Eric Osmanski and Tommy Sandi provided technical editing as well as direct content contribution. Matt DeCarlo for providing the very well-detailed and thought-out Consolidation Rule examples in Chapter 8. Additional editing and help by Chul Smith, Nick Bollinger, Ludo De Paz, Matt Ha, and Sam Richards. Finally, Amanda Goralewski and James Lumsden-Cook for their editing and logistical efforts.

Technical Reviewers

Eric Osmanski is a CPA who joined the OneStream Software Services organization in 2014 to deliver revolutionary corporate performance management (CPM) solutions. He is currently a Distinguished Architect focusing on the design, development, and maintenance of OneStream applications for OneStream’s largest and most complex customers.

Tommy Sandi joined OneStream within the Pre-sales organization and focused on the creation of proof of concepts for the largest prospects and customers requiring unique solutions in the enterprise performance measurement area. He then moved to an engineering role where he became a Distinguished Architect working with the platform, MarketPlace development, and customers to constantly improve the OneStream platform.

Accompanying Download

There is a substantial archive of code material that accompanies this book, available as a free download. Download the file from: www.OneStreamPress.com/FRC

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.

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/OneStreamFRC