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.

AI System Diagnostics

Introducing AI System Diagnostics

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. (4:52)

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)

Creating a BI Viewer, Grid and Cube View Component in a Dashboard

Create a dashboard that integrates a BI Viewer, Grid View, and Cube View components, providing an interactive data visualization and management experience. (11:08)

Building KPIs in a Dashboard

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. (7:16)

Configuring a Spreadsheet Content Block

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. (5:01)

Creating a Home Page

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. (3:58)

Creating a Pivot Grid

Create a Pivot Grid dashboard using content blocks, in less time than when using traditional methods. (9:14)

Configuring the Cube View Advanced Content Block

Configure the Cube View Advanced Content Block in Genesis designer to enable dynamic member selection, data entry, and calculation execution through customizable buttons. (9:44)

Configuring a Cube View Chart Content Block

Configure a Cube View Chart content block, and add in another a content block, to customize your chart appearance and dashboard layout. (5:26)

Setting up the Cube View with Comments Content Block

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. (8:39)

Using the Spreadsheet Tree View Content Block in a Dashboard

Create a dashboard using the Spreadsheet Tree content block, which enables spreadsheets to be displayed in a tree view directly within the dashboard. (2:54)

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).

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).

Power BI Connector

Connecting to OneStream using Get Cube Data

Learn how to connect OneStream to Power BI desktop using Get Cube Data.(2:56).

Using Get Cube Data and Transforming the Data

Modifying a OneStream Get Cube Data Query and Transforming the data to restructure how the data is pulled. (6:31).

Expanding the Use Case for a Variable Month

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). (10:02).

Expanding the Use Case to the Entity Dimension and Cube

Transforming a OneStream query to accommodate variable entity and cube dimensionality. (5:31).

Expanding the Use Case Further

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. (10:32).

SensibleAI Forecast

Introducing SensibleAI Forecast

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. (3:56).

Smart Integration Connector

Integrate Data

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).

Installation

Set up a Direct Connection Gateway

Smart Integration Connector provides a modern secure data integration platform to OneStream without the need of a VPN (3:51).

Smart Integration Connector: Connecting a Database

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. (3:43)

Smart Integration Connector: Whitelisting Traffic

Learn how to restrict traffic over the Smart Integration Connector by whitelisting IPs to the Azure Relay and managing outbound traffic through your firewall. (2:33)

Smart Integration Connector: Work with Remote Business Rules

Learn how to write and compile remote business rules in the Smart Integration Connector by working with gateway connections and custom code. (4:20)