OneStream Planning: The Why, How and When

Aimed at OneStream Planning practitioners, administrators, implementors, and power users alike, as well as Financial close and consolidations practitioners, OneStream Planning: The Why, How and When is the first standalone book in the performance management space to cover the power and potential of Planning in OneStream. Drawing from real-world deployments, the book is rooted in easily understood business use cases, and explains approaches (with code) through a comprehensive exploration of the solution. All this is offered within a framework of top functional and technical practice as informed by the authors’ decades-long consulting and application development experiences.

• Which should I do – Import or Direct Load, Consolidate or Aggregate?
• How do Data Buffers really work; what is Eval and why should I care? Which approach is fastest and does it really matter?
• Why Multiyear Scenarios should never be Yearly
• Can Thing Planning run in the Spreadsheet? (It can.)
• Combining REST API and Analytic Blend
• Slice Security down to the very tiniest slice
• Pivot Grid or Large Pivot Grid, that is the question
• A book filled with clear use cases
• Exhaustively tested and verified solutions, and extensive source code
• Undocumented features and functionality covered, along with functional and technical good practices

Table of Contents   Foreword Introduction Chapter 1: Theory, Philosophy, and Practice Chapter 2: Core Planning I – Data and Calculations - Available Excerpt Chapter 3: Core Planning II – Command and Control the Cube Chapter 4: Planning Without Limits Chapter 5: All Data Points Lead to Reporting and Analysis Chapter 6: Specialty Planning Analysis Afterword
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.