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OneStream Press: Which Book is for You?

OneStream Press now has six titles available, all of which offer deep insights into OneStream and how to get the most from it. But which book is right for you?

Here is a handy guide. All our books are available in Print and PDF formats.

OneStream Foundation Handbook

  • I am implementing (or planning to implement) OneStream.

  • I want to understand the design and build behind OneStream implementations.

  • I want to really get Consolidation, Planning, Workflow, Data Integration, Reporting, and more (there is a TOC on the product page).

  • Performance tuning. Tell me about performance tuning.

  • Tell me all about the core guiding principles in OneStream.

  • I want to utilize the Power of Planning in OneStream.

  • Data, Calculations and the Cube – tell me and show me.

  • What is Specialty Planning Analysis?

  • A basic working example will really help (the Cameron and Celvin Coffee Company is what you need).New List Item

OneStream Planning:

The Why, How and When

OneStream Finance Rules

and Calculations Handbook

  • I want to write Finance Business Rules and Calculations.

  • The Finance Engine. What is it, what can it do, how do I use it?

  • Complex calculation requirements are right up my street.

  • I need to troubleshoot Calculations. I have errors.

  • I’d like to learn about Dynamic Calculations.

  • A full application with all referenced code examples is available to download

  • What is the Financial Close process?

  • I need to implement, administer and use Account Reconciliations.

  • I need to implement, administer and use Transaction Matching.

OneStream Financial Close Handbook

OneStream Advanced Reporting

and Dashboards

  • I want to design and build Cube Views. In fact, I really want to deep dive into Cube Views.

  • Show me a step-by-step guide to creating a Cube View.

  • I want to create role-based Dashboards, alongside Dashboards for Planning, Budgeting and Forecasting.

  • Dashboard components… I want to make my Dashboard sing.

  • I need to understand how to create Advanced Formatting Capabilities.

  • I want to understand Application Properties, Metadata, and Workflow.

  • I need to troubleshoot data for missing or inaccurate data.

  • I’m interested in Translations involving Cube and Metadata settings.

  • I need to load FX Rates.

  • I want to know more about OneStream’s Security Framework.

  • I want to constrain or lock data through systems-level or process-level controls.

  • I need to update new or existing Business Processes.

OneStream Administrator Handbook

OneStream Security Essentials

Show Me This Book


1. I want to design, test, and maintain a robust security model

2. I want to know more about Slice Security

3. I need to better understand security roles

4. I am looking for practical advice on security group nesting and naming conventions

5. Application Security and System Security… what are they?