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Join Jerome Marcq, Sam Eburn, and Tom Linton as they continue demonstrating how to build no code, collection type Dynamic Dashboards in this follow up to January's live edition of Tech Talks, No Code Dynamic Dashboards! This episode of Tech Talks After Hours is available exclusively through a Passport subscription. https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-no-code-dynamic-dashboards-pt-2
OneStream Global Education Services is excited to announce the OneStream Certified Specialist (OCS) Reports and Dashboards Exam is now available for registration. Exam Description This exam is intended for individuals who have experience as an Administrator with OneStream and built OneStream reports and Dashboards. It will test candidates' knowledge in Workspaces, Dynamic Reporting, Cube Views, Spreadsheets, Dashboard Components as well as other reporting components. Exam Description This exam is intended for individuals who have experience as an Administrator with OneStream and built OneStream reports and Dashboards. It will test candidates' knowledge in Workspaces, Dynamic Reporting, Cube Views, Spreadsheets, Dashboard Components as well as other reporting components. Delivery Type Remote Proctored Availability Customers Partners Employees Who Should Take This Exam? This exam is intended for anyone who has 1-year experience being an administrator for OneStream, 6-month
Explore the ultimate in dynamic dashboards as Jérôme Marcq and Sam Eburn join Tom Linton and Matt Kerslake to demonstrate how to convert embedded dynamic repeater dashboards into fully dynamic dashboards for lights out flexibility! Infinitely extensible! Register now! https://www.onestream.com/events/tech-talks-dynamic-dashboards-rules-assemblies/
OneStream thanks all customers for their diligence in embracing the technology modernization of v8+ Platform versions. As for Platform v8, OneStream is using .NET 8 to drive its high-performance platform. The v8+ platform employs modern self-service technologies for authentication (OIS) and data integration (SIC). Upgrades to Platform v8+ are in full force, and OneStream is using ServiceNow banner messaging to bring attention to customer-specific upgrade related actions. If you have an upgrade activity requiring attention, you will see a corresponding banner notification during your ServiceNow experience. The banner messages, detailed descriptions, and appropriate actions are highlighted below: Banner Message: SIC completed, but VPN still active If you receive this message, OneStream has identified that you have successfully transitioned from VPN to SIC, but your VPN connection remains active. It is important to retire your VPN connection ASAP. Action: Su
On this episode of The OneStream podcast, Bogdan Hancas and Scott Moore from InfinitySPM join Peter Fugere to talk about their Sales Operation Management solution. The trio discuss how the Sales Operation Management solution is helping sales operations and finance teams maximize efficiency, set realistic sales targets, and enhance performance tracking.
February 2025: Finally it's about to be spring! For those that participate in daylight savings... did you spring forward yesterday? It's an exciting month with St. Patrick's day right around the corner for all you sassy lassies and lads. All of our metrics have been on the rise! We're seeing more visits and views across the board as well as more new discussions. Here's what we saw in February 2025: The Community had 28,559 visits in February 2025 and 91, 072 page views We had 119 new discussions begin Reporting was our most active forum (again), with 39 new discussions Top Engaged Threads: Most Replies: Transformation Rules for Time dimension Most Views: Primary and secondary axis align 0 point (Again!) Most Active Members: We have a triple crown this month and a new face to grace the highlights! Congrats victortei and welcome to the Community Highlights 😀 Most Forum Replies: victortei Most Likes Received: victortei Most Authored Solutions: victortei
On this episode of Tech Talks, Andrea Tout joins Tom Linton and Matt Kerslake as they explore this NEW solution showcasing the power of the OneStream Platform and extending the support of evolving ESG requirements! This episode of Tech Talks is free to all and also available on Navigator at https://onestream.thoughtindustries.com/learn/video/tech-talks-esg-reporting-and-planning
The "Fun with FX" Tech Talks series continues with this After Hours episode "Currency Translation Adjustment - EMEA View" with Christian Wetterwald. Join Christian and Tom as they review and unpack an example of FX Rate Currency Translation Adjustment (CTA) Development analysis and why it's such an important part of typical EMEA implementations! This episode of Tech Talks After Hours is available exclusively as part of a Passport subscription. https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-fun-with-fx-currency-translation-adjustment-emea-view
On the latest edition of The OneStream Podcast, Cameron Lackpour and Calvin Kattookaran join Peter Fugere to discuss Black Diamond Advisory’s growing family of Partner Solutions for the OneStream Platform, including the new BDA Accordion Rolling Forecast. Listen now!
Multiply/Divide unbalanced rules! Jon Golembiewski and Tom Linton continue their line by line rules review of the StoogeCorp application chapter 8 rules. Remember, you can get the StoogeCorp application FREE with your purchase of the “OneStream Finance Rules and Calculations Handbook” that Jon authored and available at OneStreamPress.com! This Tech Talks After Hours is available exclusively as part of your Passport Subscription. Link - https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-playing-with-and-by-the-rules-006-allocations-and-variances
Happy February! Time flies! Just like that it's mid-February and that darn groundhog saw his shadow. While we may want to count the days until Springtime, we can't forget that January saw a lot of new faces and new discussions in our Community. It was also our first full month with the new design of the Community. We'd love to hear from you -- have you been enjoying the facelift Community received? Are there any features you love or hate? Comment below! Here's what we saw in January 2025: The Community had 28,099 visits in January 2025 and 90,609 page views We had 106 new discussions begin Reporting was our most active forum, with 33 new discussions Top Engaged Threads: Most Replies: BR Rule - BR api Error log Most Views: Primary and secondary axis align 0 point Most Active Members: Most Forum Replies: T_Kress Most Likes Received: sameburn Most Authored Solutions: MarcusH
On this episode of The OneStream Podcast, Peter Fugere is joined by Frank Dossing and Ruben Cammeraat from AIQOS to discuss the Lease Accounting Solution, a multi-partner collaboration that is helping customers perform the necessary IFRS16/ASC842 compliant calculations and expedite their lease contract management. The trio also talk about AIQOS’ new App Factory that is focusing on developing more new solutions for the OneStream community.
Registration for the February edition of Tech Talks is now open. On this episode of Tech Talks, Andrea Tout joins Tom Linton and Matt Kerslake as they explore this NEW solution showcasing the power of the OneStream Platform and extending the support of evolving ESG requirements! Register here: https://www.onestream.com/events/tech-talks-esg-reporting-and-planning/
Tech Talks: No Code Dynamic Dashboards is now available for replay! On this edition of Tech Talks, Sam Eburn and Jerome Marcq join Tom Linton and Matt Kerslake to demonstrate the power of no code Dynamic Dashboards on the OneStream platform. Learn how features such as Repeat Arguments and Template Parameters can be created without the need for complex code writing. This replay is available anytime on OneStream Navigator as part of your Passport subscription.
It's a new year so that means it's time for one final reflection on 2024. We had a lot of changes in 2024, including a platform upgrade and a brand new moderator. There was also a lot of growth -- check out the below metrics. It's pretty impressive! The Community had 460,981 visits in 2024 and 1.33 Million page views We had 1,692 Discussions started and 5,248 replies Reporting was our most active forum, with 433 Discussions started and 1,326 replies 2024 Top Engaged Threads: Most Replies: Addding Scroll bar to Dialog window Most Views: How to install Excel addin? 2024 Most Active Members: Most Forum Replies: Henning Most Likes Received: RobbSalzmann Most Authored Solutions: Henning A special thank you and congratulations to both of you! Well done -- we appreciate you taking all the time and effort to help grow the Community.
Strong partnerships are an integral part of OneStream’s mission for 100% customer success. On this special edition of The OneStream Podcast, Peter Fugere talks with Shawne Van de Steeg, VP of Strategic Alliances at OneStream, about the importance of our partners and how we will be recognizing them during Partner Appreciation Month this February.
The fourth season of The OneStream Podcast kicks off with our 50th episode! On this edition of The OneStream Podcast, Marley Watson and Jerri McConnell join Peter Fugere to discuss CPM Express and how it is redefining the approach to implementing Corporate Performance Management (CPM) by blending rapid deployment, intuitive usability, and comprehensive financial management into a single, seamless solution. Designed for organizations seeking to leapfrog to successful financial clarity without the complexity, CPM Express is a streamlined path to advanced financial operations.
OneStream Global Education Services is excited to announce the newly developed OneStream Essentials: Writing Financial Calculations course available now as On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course is designed as a comprehensive foundation for OneStream consultants and administrators, focusing on the critical area of financial calculations. Drawing on the learner’s existing familiarity with OneStream, this course builds a foundation of knowledge and skills related to analyzing, editing, writing, and troubleshooting financial calculations. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is for OneStream consultants and administrators seeking foundational knowledge and skills in financial calculations. Duration On-Demand (OD): 13 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking t
OneStream Global Education Services is excited to announce the newly developed OneStream Essentials: Building Dashboards course available now On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course is the starting point for anyone who needs to create or maintain dashboards in OneStream. In this highly practical learning experience, learners will acquire essential skills to work with an array of dashboard use cases, including dashboards for reporting, dashboards for customizing the OneStream user interface and dashboards to build solutions. This course is the foundation for more advanced content in future courses. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is designed for anyone starting their journey in building or maintaining dashboards in OneStream. This includes administrators, power-users, or any individual responsible for developing dashboa
Registration is now open for the live January Tech Talks! On this edition of Tech Talks, Sam Eburn and Jérôme Marcq join Tom Linton and Matt Kerslake to demonstrate the power of no code Dynamic Dashboards on the OneStream platform. Learn how features such as Repeat Arguments and Template Parameters can be created without the need for complex code writing. https://www.onestream.com/events/tech-talks-no-code-dynamic-dashboards/
Link: https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-playing-with-and-by-the-rules-seeding Description: On this edition of Tech Talks After Hours, Jon Golembiewski and Tom Linton continue to review "StoogeCorp" rules line by line specifically looking at Chapter 8 from “OneStream Finance Rules and Calculations Handbook". Remember, you can get the StoogeCorp application FREE with your purchase of the “OneStream Finance Rules and Calculations Handbook” that Jon authored and is available at OneStreamPress.com! Remember, this video is a Passport Exclusive. Thanks!
More Dynamic Dashboards! Join Jack Lacava and Tom Linton as they extend their live Tech Talks episode and reverse engineer Dynamic Dashboard examples, explore Template Parameters, Bound list parameters, how to generate and change parameters with rules, and walk through dynamic dashboards rules line by line! https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-dynamic-dashboards This episode of Tech Talks After Hours is available on OneStream Navigator as part of your Passport subscription.
Hello 2025 and Farewell 2024! We hope everyone enjoyed a lovely New Years! Whether you toasted a loved one at midnight or were fast asleep, we're wishing our entire community a happy and healthy 2025. We've got one last look back to make on 2024 by sharing our highlights from December. We'd love to hear feedback on the new community experience. We know some things have been a bit bumpy, but we believe most things have been rectified by now. If not, please do let us know! We're always trying to make the community experience the best it can be and rely on your feedback for that. Let's look back on December 2024: The Community had 28,133 visits in December 2024 and 82,916 page views We had 100 new discussions begin Reporting was our most active forum, with 23 new discussions Top Engaged Threads: Most Replies: Calculation Definitions Filter -Data Quality Event Handler Most Views: OneStream on Mac OS Most Active Members: Most Forum Replies:
The Community upgrade is now live! Our team has put together this blog to help you more quickly understand changes, enhancements and new features! Please note this post is not meant to be all encompassing and we recommend checking out our Frequently Asked Questions page in addition to this blog. So now, to the changes! WHEN IT COMES TO POSTING: First things first, how do you start a new thread? Navigate to the forum board that you wish to start a new topic inside of. For example, at the top navigation, select 'Forums' and click the drop down to select the forum board you wish to post in. You’ll then see on the right-hand side a button to “Start a Discussion” Inside your post, you’ll see some things have changed. For example, inputting code. To insert code, you’ll select the ellipis icon on the far-right side of the formatting bar Selecting that will display a drop down, where you’ll click this icon {;} A new window will pop up to Insert/Edit Code Sa
All New Community, All New Highlights! We hope everyone is enjoying the fresh new aesthetic of the OneStream Community! As we get ready to usher in the New Year, we’d be remiss if we didn't reflect on November. We know our highlights are slightly delayed as compared to usual, and we do apologize, but the platform upgrade changed our team views Community reports. Because of this change, we’ll be changing the format of our Community Highlights. Please note: there’s a good chance this format will continue to evolve. We’re working behind the scenes to analyze new data and different reports to provide our users the most useful and interesting data that we can. All that being said, let’s reflect on this past November! The Community had 33,047 visits in November 2024 and 55,420 page views We had 117 new discussions begin Reporting was our most active forum, with 41 new discussions Top Engaged Threads: Most Replies: librfc32.dll error Most Views: How to install Excel addin? Most Acti
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