OneStream Foundation Handbook [Second Edition]

In this practical second edition of the OneStream Foundation Handbook - comprising more than 15% new and revised content - The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company's top team of experts.

Beyond offering a training guide, the focus of this book is on the 'why' of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape.

Manage your Implementation with the OneStream methodology

Understand Design and Build concepts

Build solutions for the Consolidation of financial data, and develop Planning models

Create Data Integration solutions that will feed your models

Develop Workflows to guide and manage your End-Users

Advance your solutions with Rules and Security

Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality

Tune Performance, and optimize your application

New content on Workspaces, Smart Integration, Dashboard design, and more.

Over 180 updated images.

The information contained within this book is relevant to software version 8.4.0.

Foreword by Tom Shea

1. Introduction [Peter Fugere, updated by Chul Smith]

2. Methodology and the project [Greg Bankston, updated by Greg Bankston]

3. Design and Build [Peter Fugere, updated by Chul Smith]

4. Consolidation [Eric Osmanski, updated by Nick Bolinger]

5. Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski]

6. Data Integration [John Von Allmen, updated by Joakim Kulan]

7. Workflow [Todd Allen, updated by Chul Smith]

8. Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith]

9. Security [Jody Di Giovanni, updated by Bobby Doyon]

10. Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith]

11. Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky]

12. Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith]

13. Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker]

14. Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]