Administrators are integral to the day-by-day operations and overall wellbeing of a company’s financial ecosystem. Although each OneStream application is unique, the challenges that administrators face when managing the OneStream platform remain similar when it comes to processes and troubleshooting.

Whether you are a novice or seasoned administrator, this book examines key concepts to help you understand and manage the financial and data processes of your OneStream application. Written for administrators, this book is filled with technical and functional contexts – whether syntax-related to business rules or general accounting concepts – and dives into practical examples and use cases that provide guidance and insights into commonly encountered themes.

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By the end of this book, you will have a deep understanding and appreciation of the capabilities that the OneStream platform offers, and have the tools needed to tackle the wide variety of administrative actions that may surface. In this book, we will cover:

  • Components within OneStream, such as application properties, metadata, and workflow
  • Data troubleshooting for missing or off data, whether that is related to integration setup, workflow setup, calculation adjustments in business rules, or more.
  • Translations involving cube and metadata settings, plus the loading and viewing of FX rates.
  • The security framework, and all the nooks and crannies that can be secured within OneStream.
  • Constraining and locking data through systems-level and process-level controls.
  • Considerations – as companies mature – for the updating of new or existing business processes.

Note: the majority of the material in this book covers the OneStream Platform Version of at least 7.3 while incorporating a few features that are only available with Version 8.0 at the time of writing.

Table of Contents

Chapter 1: Introduction
Chapter 2: Testing
Chapter 3: Application Properties
Chapter 4: Metadata Management
Chapter 5: Translation
Chapter 6: Work the Workflow
Chapter 7: Data Troubleshooting
Chapter 8: Import and Validation Errors
Chapter 9: Constraining and Locking Data
Chapter 10: Business Rules
Chapter 11: Cube Views
Chapter 12: Securing the Pieces
Chapter 13: Compliance and Audit
Chapter 14: Business as “Usual”


Written by Matt Ha, Eric Hanson, Jannesa Zhang

ISBN: 9781838252816

Published May 29th, 2024.


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