OneStream Press now has nine 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, starting with our introductory title and moving on to more specialist subjects. Find the statements that sound like you. All our books are available in Print and PDF formats.

OneStream Fundamentals book cover

OneStream Fundamentals

  • I am new to OneStream and want a ground-up explanation of how to use it.
  • Tell me about Workflows and Calculations.
  • I am new to Reporting.
  • How is OneStream structured?
  • What is this thing called Genesis?

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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.
  • I want to know about performance tuning.
  • Tell me all about the core guiding principles in OneStream.

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OneStream Foundation Handbook book cover
OneStream Planning: The Why, How and When book cover

OneStream Planning: The Why, How and When

  • I want to use 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).

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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, and how do I use it?
  • Complex calculation requirements are right up my street.
  • I need to troubleshoot Calculations. I have errors.
  • I would like to learn about Dynamic Calculations.
  • A full application with all referenced code examples is available to download.

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OneStream Finance Rules and Calculations Handbook book cover
OneStream Financial Close Handbook book cover

OneStream Financial Close Handbook

  • What is the Financial Close process?
  • I need to implement, administer and use Account Reconciliations.
  • I need to implement, administer and use Transaction Matching.

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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 Advanced Formatting Capabilities.

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OneStream Advanced Reporting and Dashboards book cover
OneStream Administrator Handbook book cover

OneStream Administrator Handbook

  • I want to understand Application Properties, Metadata, and Workflow.
  • I need to troubleshoot missing or inaccurate data.
  • I am 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 system-level or process-level controls.
  • I need to update new or existing Business Processes.

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OneStream Security Essentials

  • I want to design, test, and maintain a robust security model.
  • I want to know more about Slice Security.
  • I need to better understand security roles.
  • I am looking for practical advice on security group nesting and naming conventions.
  • Application Security and System Security… what are they?

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OneStream Security Essentials book cover
OneStream Workspaces and Assemblies book cover

OneStream Workspaces and Assemblies

  • I am a developer, administrator or architect moving to Workspaces, and I want to understand what they are and why they matter.
  • Show me how to set up and configure Workspaces and their components.
  • What are Assemblies and Assembly Services, and how do I manage Assembly Business Rules?
  • I want to build Dynamic Dashboards and share and reuse Workspace objects.
  • I need to convert legacy components and manage the Dev-to-Prod lifecycle.
  • A full end-to-end exercise and troubleshooting advice would really help.

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Buying for a team?

We offer discounts on multiple copies for implementation teams, partners and training programmes. See Bulk Sales, or contact us if you are not sure which book you need.