Using Sample Templates

This guide describes the necessary steps to set up and use the OneStream Sample Templates Solution. The package contents for the solution is located in the OneStream Marketplace.  The templates include:

• Time Profiles

• Default Dimensions

• Simple Currency Cash Flow

• Simple Single Currency Cash Flow

• Security

• US Entity Dimensions

• Workflow Import/Custom Tables

NOTE: Excel files imported into custom tables need to be modified to match the table definition prior to importing.