Featured Videos
Here you can access quick product tours, orient yourself with new capabilities, learn about the Platform enhancements requested on IdeaStream that are provided in this release, and see how to perform specific tasks.
IdeaStream
Suggest and Support Enhancements
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).
Enhancements in This Release
Discover the latest enhancements to the Excel Add-In and Spreadsheet in the Windows Application, designed to elevate your data interactions. We've automated parameter-driven drop-down menus, making it easier to interact dynamically with data across Cube Views, Table Views, and XF Functions. New features include automatic Parameter Selectors from Cube View Connections, the ability to create Quick Views from selected XFGetCells, and generating Quick Views using the POV from any drill-down page. Additionally, the new Use Multithreading for Retain Formulas preference boosts performance by processing tasks concurrently in the Excel Add-In. (3:24)
Application Control Manager
What's New
In PV820 SV100 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. (3:50).
Genesis
Introducing Genesis
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. (5:20)
ESG Reporting and Planning
Introducing ESG Reporting and Planning Solution
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 (6:18).
Financial Close
What's New
In PV840 SV100, you'll enjoy a redesigned interface with updated Data Sets and Rules pages, and can use Defer Refresh to pause updates until filters are selected on the Transactions page. These enhancements will save you time and boost efficiency (3:23).
Modern Browser Experience
Empowering Leaders On The Go
The Modern Browser Experience provides tailored insights and visualizations on a computer, phone, or tablet. Watch to orient yourself with this new offering that provides rapid access to real-time financial and operational data for faster reporting and enhanced decision making on any device, anytime, anywhere (2:48).
Narrative Reporting
Streamline Your Reporting Processes
Narrative Reporting centralizes the creation of narrative books and reduces the risk of manual errors to simplify the reporting process. Watch to see how you can import and organize content, collaborate with other stakeholders, and perform dynamic analysis using existing workflows and validations (3:41).
Navigation Center
Introducing Navigation Center: Take a Tour
Navigation Center offers a streamlined approach to managing and viewing reports. You can easily run, bookmark, and tag pre-built reports to more easily complete your work on time. Additionally, you can edit narrative reports seamlessly in the Platform or your favorite browser and submit them for review. Approvers can review and lock documents, while and reports can be exported after completion to disperse to your team. (4:35).
Admin Tour
Administrators oversee Navigation Center by managing security roles, report security, and narrative reporting. Using system settings, you can set due dates for reports, create tags for users, and manage narrative books. This overview provides essential guidance on effective administration for this solution. (3:48).
Smart Integration Connector
Integrate Data
Smart Integration Connector provides a modern secure data integration platform to OneStream without the need of a VPN (3:51).
Set up a Direct Connection Gateway
Learn how to set up a Direct Connection Gateway which establishes a secure link between a remote network source, like an SFTP server or Web API, and the OneStream cloud via the Smart Integration Connector Local Gateway Server (4.07).