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October 6, 2025

OneStream Foundation Handbook: Second Edition (Coming Soon)

  • October 6, 2025
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Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape. 

  • Manage your Implementation with the OneStream methodology
  • Understand Design and Build concepts
  • Build solutions for the Consolidation of financial data, and develop Planning models
  • Create Data Integration solutions that will feed your models
  • Develop Workflows to guide and manage your End-Users
  • Advance your solutions with Rules and Security
  • Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality
  • Tune Performance, and optimize your application
  • New content on Workspaces, Smart Integration, Dashboard design, and more.
  • Over 180 updated images.

The information contained within this book is relevant to software version 8.4.0.

Table of Contents

Foreword by Tom Shea

  1. Introduction [Peter Fugere, updated by Chul Smith]
  2. Methodology and the project [Greg Bankston, updated by Greg Bankston]
  3. Design and Build [Peter Fugere, updated by Chul Smith]
  4. Consolidation [Eric Osmanski, updated by Nick Bolinger]
  5. Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski]
  6. Data Integration [John Von Allmen, updated by Joakim Kulan]
  7. Workflow [Todd Allen, updated by Chul Smith]
  8. Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith]
  9. Security [Jody Di Giovanni, updated by Bobby Doyon]
  10. Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith]
  11. Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky]
  12. Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith]
  13. Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker]
  14. Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]

 

To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com.