OneStream is a world-class Intelligent Finance Platform that empowers organizations to have confidence in their data and make decisions that maximize business impact. It is used by enterprises all over the world to streamline financial close, consolidation, planning, reporting and analysis, and drive effective business decisions – all based on near real-time data.

The user experience is the point of contact with the platform, and while OneStream comes with a powerful standard UI, one of its greatest strengths is its ability to create bespoke reports and custom dashboards. Like our customers, each OneStream application is unique – whether you’re a novice or have experience with CPM solutions, OneStream provides the flexibility to tailor a solution to meet your needs. Concepts discussed in this book are intended to help you understand the unlimited possibilities of designing your ultimate user experience.

Written for administrators, dashboard and report designers, plus end users, and filled with background knowledge and step-by-step guides, this book deep dives into cube views, dashboards, reporting, and highlights the tools and tricks that will take user experiences to a new level.

We examine how leveraging the full power of the OneStream Platform will help you move beyond the standard interface, align your end-user experiences with your business and process requirements, promote user adoption through efficiency and ease of use, and truly maximize the value of your OneStream implementation.

By the end of this book, you will have a deep understanding of the components that drive the user experience and how and when to use them. You’ll walk away with a plethora of tools and ideas to incorporate into your application to deliver your very own user experience.

In this book, we will:

• Design and build cube views, based on data entry and reporting needs.
• Discuss the use of cube view extender business rules to expose advanced formatting capabilities.
• Explore how navigation links and drill to dashboard functionality provide intuitive analysis.
• Identify the benefits of configuring personalized home pages to ensure user adoption.
• Create working role-based dashboards inspired by real-world customer requirements.

Note: The material in this book is based on Platform Version 7.3.1, which was current at the time of writing.

An accompanying file containing sample material is available for download with this book, and is for the use of Customers and Partners in an On-Premise environment and is not supported by the OneStream Support Team.

Table of Contents

1. Getting Started
2. Keeping The User in Mind
3. The Moving Pieces
4. OnePlace / Out-of-the-Box Basics
5. Cube View Concepts
6. Fundamentals of Cube View Design and Build
7. Cube View Formatting
8. Taking Cube Views to the Next Level
9. Build Your Own Cube View
10. Dashboards
11. Splash Screens and Home Pages
12. Executive Dashboards
13. Administrator Dashboards
14. Dashboards for Budgeting, Planning, and Forecasting
15. What Have We Learned?

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Roy Googin, Jessica Toner, Andrea Tout

ISBN: 978-1838252823 | 372pp | Published June 23, 2023 | Print and PDF

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