Welcome to our growing video library. Here you can take quick product tours, orient yourself with new products and release-specific capabilities, and learn how to perform specific tasks.
Navigate to the Genesis Designer and Navigation dashboards and view customized data in Application Groups, Navigation Groups, and Pages, for example, planning data for budget collection on Expenses, compensation review, workforce planning, and assumptions.
Learn how to effectively edit existing Application Group attributes and create new, custom Navigation Groups. Manage user access and customize your experience through detailed configuration options.
Learn how to manage Application Groups, Navigation Groups, Pages, libraries, instances, and images. View the content layout for end users in Genesis Navigation, and preview and configure content in Genesis Designer.
Learn how to embed a dynamic waterfall chart within the Cube View Comments Content Block and use the Designer tab to add visual data, configure chart types, select data sources, and enter Point of View settings.
Learn how to add and configure Pages within a Navigation Group. Add and configure a new Cube View Advanced Content Block, and link an existing dashboard to display workforce planning data. Use the customization options to provide an enhanced user experience.
Learn how to customize your dashboard appearance within Genesis. Modify the navigation bar and page bar colors using pre-set or custom color sets and style settings to create a personalized user experience.
Create a Home Page in Genesis, configuring a content block to customize elements such as images, announcements, and interactive buttons for a tailored user experience.
Build a dashboard using Genesis content blocks, focusing on KPIs and announcements. Explore the customization of KPIs to display key financial metrics with comparisons across periods and scenarios.
Configure a Cube View Chart content block, and add in another a content block, to customize your chart appearance and dashboard layout.
Set up a Cube View with comments content block that adapts based on account clicks. The process includes creating a comment page, adding the comments block, and configuring scripts and filters for dynamic parameters. It also covers differences in parameter syntax, the use of summary filters for detailed commentary, and customizing comment title fields based on dimensions.
Create a Pivot Grid dashboard using content blocks, in less time than when using traditional methods.
Configure the Cube View Spreadsheet content block to embed a Cube View within a Spreadsheet component, dynamically linking parameters for enhanced filtering and user interaction.
Create a dashboard that integrates a BI Viewer, Grid View, and Cube View components, providing an interactive data visualization and management experience.
Configure the Cube View Advanced Content Block in Genesis designer to enable dynamic member selection, data entry, and calculation execution through customizable buttons.
Create a dashboard using the Spreadsheet Tree content block, which enables spreadsheets to be displayed in a tree view directly within the dashboard.
This video provides a comprehensive overview of the Alias property within OneStream's Application Control Manager. Learn how administrators and end-users can effectively modify aliases for various request types, enhancing the intuitiveness of cube views, dashboards, and reports. Discover how to create user-friendly display names for members, improving navigation and data comprehension within the dimension library.
Navigation Center puts all your reports at your fingertips, with quick access to key insights, due‑soon items, and personalized organization through tags and bookmarks—helping you stay focused and get work done faster.
Workforce Planning in Line Item Modeling features all you need for managing your workforce. Manage security settings, perform employee transfers, using Lookup and Cube drivers, create formulas, calculate your plans and process them all in one place.
Discover OneStream's new Operational Planning with Line Item Modeling. This powerful solution enables agile, driver-based operational plans with granular control over workforce, projects, and contracts.
Narrative Reporting is now a standalone solution that includes a guided wizard for streamlined content insertion. Users can manage parameters, insert content, and export books with ease. These updates streamline document creation and enhance data management, making narrative reports more customizable and ensuring they remain up-to-date.
Introducing the OneStream Tableau Connector, showcasing its seamless integration of OneStream’s financial data with Tableau for dynamic, interactive visualizations. Learn how this connector empowers finance teams to unlock insights, streamline reporting, and make data-driven decisions with ease.
Learn how to add varying member properties to a layout and use them in a mass update spreadsheet. The process involves creating a layout, selecting properties, and validating updates. It showcases the steps for adding properties and updating dimensions, culminating in the addition of new items to the dimension library, highlighting the effective application of varying member properties.
Connecting SAP data requires the Smart Integration Connector (SIC) for secure access. Users must download necessary files, configure gateway settings, and install the SAP connector. Connections are made via RFC or Web API, with specific steps outlined for each method. Ensuring proper file placement and server verification is essential for successful connections.
Demonstrates how to create security requests using Mass Update in Application Control Manager.
This video the latest updates to the Journal Entry Manager, including importing and overriding accounting periods, automatic attachment of import files, manual reversals, and recurring journals, all designed to streamline financial close processes and improve efficiency.
In this video, we demonstrate how different layouts in a request profile can change the available fields for actions. Observe how various layouts influence actions such as adding and updating, with certain properties being limited depending on the layout you choose.
Demonstrates how to utilize Layout Properties to update Mass Updates in Application Control Manager.
In PV9.0.0 SV200, you'll discover improved efficiency in rule creation and management. Enhanced functionality enables easy rule migration between development and production environments and delivers a streamlined user experience across the Transactions, Matches, and Administration pages.
Demonstrating how empty fields are handled in the Mass Update feature.
Orients you with how to add line items to a request using the Mass Update spreadsheet.
Journal Entry Manager is a centralized, finance-owned solution within OneStream that streamlines journal entry management across multiple ERP systems by providing configurable workflows, audit-ready compliance, role-specific interfaces, and self-service administration to simplify and control the entire journal lifecycle from creation to ERP posting.
Dynamic attribute mapping streamlines reconciliation updates through multi-tiered rule-based logic. The process allows for adjustments to reconciliation attributes such as risk level and frequency, with options to preview and finalize updates.
Master working with remote business rules using the Smart Integration Connector. Set up a Gateway Connection, create new connections, and use an optional Web API key for authentication. Navigate the process of writing and compiling remote business rules, verify syntax accuracy, and choose the appropriate gateway. In Smart Integration Connector, you can create extender business rules with unique names and modify custom code, supported by sample code demonstrations.
Learn how to restrict traffic over the Smart Integration Connector by whitelisting IPs to the Azure Relay and managing outbound traffic through your firewall.
Powered by SensibleAI Studio, AI System Diagnostics empowers organizations to optimize their OneStream environment with AI-driven business rule analysis and performance insights. The solution builds on the capabilities of System Diagnostics by introducing the ability to scan custom code within a customer's application for inefficiencies and poor coding practices that may negatively impact the environment's performance.
Learn how to connect OneStream to Power BI desktop using Get Cube Data.
Modifying a OneStream Get Cube Data Query and Transforming the data to restructure how the data is pulled. * *Requires all previous videos to be watched.
Transforming a OneStream query to accommodate variable entity and cube dimensionality. * *Requires all previous videos to be watched.
In this fifth, and final, installment of the Get Cube use case we expand on the dynamic time entity and cube values based on the dataset in OneStream.* *Requires all previous videos to be watched.
Part 3 of an in-depth use case on using OneStream's Power BI connector. Transforming a OneStream query to accommodate variable month reporting (Forecast vs Actual). * *Requires all previous videos to be watched.
SensibleAI Forecast is an AI Powered OneStream MarketPlace solution that lets businesses build, manage, and deploy highly accurate time-series forecast models that power downstream planning processes.
Learn how to use Smart Integration Connector (SIC) to set up a connection to your database by creating and connecting a local gateway server. This video will go over the requirements, walk through the steps of setting up the local gateway connection, then using that connection to connect to a database. You can find the written instructions on the Smart Integration Connector Guide.
Parameter-driven drop-down menus significantly enhance functionality and user experience. They increase interactivity by allowing users to interact with data by selecting different Parameters that can dynamically change and visualize Cube Views, Table Views, and XF Functions. The Parameter-driven drop-down menus also streamline data analysis by allowing users to filter and view specific subsets of data which makes it easier to focus on relevant information and draw meaningful conclusions.
Learn how to set up a Direct Connection Gateway using Smart Integration Connector.
Genesis is a plug-and-play solution that empowers finance teams to quickly configure, personalize, and deploy solutions on OneStream. It allows for the creation of custom dashboards, analysis, and user experiences across various financial workflows. With Genesis, teams can enhance existing dashboards with reporting, analytics, and insights, and rapidly design new financial models and reporting solutions. The platform offers flexible content management, and comprehensive reporting solutions, simplifying and accelerating financial processes.
This video provides a step-by-step guide on how to install the Smart Integration Connector. It outlines the system requirements, including a Windows Server 2019 or newer, .NET Framework 4.8, and specific RAM and CPU specifications. The installation process involves downloading the Smart Integration zip file, extracting the MSI file, and running it through a wizard. It also includes important notes for users upgrading from previous versions, emphasizing the need to back up configuration files. See more in our SIC documentation.
Learn how to submit and support ideas for product enhancement on OneStream Community, collaboratively helping to shape the product landscape across key domains (3:26).
Explore the setup and functionality of the OneStream's ESG Reporting and Planning Solution. It highlights the benefits of ESG, such as streamlining the data collection processes, improved accuracy and compliance with sustainability metrics and the European Sustainability Reporting Standards (ESRS). This video will demonstrate how End Users can enter in data to generate reports for Scope 1, Scope 2, and Scope 3 and how Admins can customize the Frameworks, Factors and KPIs.
OneStream Smart Integration Connector provides a secure alternative to traditional VPNs for data integration. It simplifies access to local and cloud data sources while ensuring security through encrypted gateways. You can control data access with IP whitelisting and use remote business rules for real-time data interaction. The system enhances financial reporting accuracy, accelerates data access, and automates processes, supporting scalability for large data volumes. To learn more about OneStream, visit onestreamsoftware.com.
Introducing redesigned request pages for the Application Control Manager for better filtering and management. The homepage now has five tiles for easy filtering, while the detail panel shows request status, activity log, and comments. The request details page is now organized into sub pages, has a new navigation tree, and moving members is made easier with a dialogue box. Key features are highlighted with additional resources available.
Learn about key features in PV840 SV100 such as a redesigned interface with updated Data Sets and Rules pages, and a Defer Refresh option. These new enhancements save you time and boost efficiency.
Whether you're an executive or end-user, you're constantly on the move. Accessing financial and operational data on any device or browser is crucial to keeping pace with business. Watch to see how with the Modern Browser Experience you can access key data on any device, anywhere, anytime.
Unleash the full potential of your OneStream data by using the Power BI Connector. See how our connector can enhance your reporting, reduce data management, and empower decision-makers all while learning how to connect OneStream data to Power BI, build a report, publish it to the Power BI Service, and schedule refreshes.
Learn about key features in PV800 SV200 such viewing source account descriptions, summing balance check items by dimension, and viewing child reconciliation details in templates.
Learn how to add, test, edit and remove SAML 2.0 identity providers in the Identity & Access Management portal.
A complete walk-through of the OneStream Software Cloud Administration Tools Marketplace Solution. Learn how to manage applications and keys in one, streamlined interface.
Learn how to securely and independently manage OpenID Connect (OIDC) identity providers for authentication without having to engage Customer Support. Use the Identity & Access Management portal to add, test, edit, and remove your OIDC providers.
OneStream IdentityServer (OIS) is the new standard authentication service for applications hosted in the OneStream Cloud environment. Watch to learn how OIS extends and enhances authentication, provides independent identity provider and Personal Access Token management, and supports intuitive, streamlined login.
OneStream IdentityServer facilitates secure and independent Personal Access Token management. Watch to see how to add, modify and manage Personal Access Tokens using the Identity & Access Management portal.
