Blog

Using SQL in OneStream for Data Nerds (Part 2)

Now that we have some experience in creating a SQL statement to query OneStream’s backend data record tables, we can now focus on some other aspects that would also tie into an end-to-end SQL solution. Here we’ll cover loading a relational table with data (outside of the staging tables) and querying that data to tie into existing sales information already loaded to OneStream....

Using SQL in OneStream Finance Business Rules, Part 1

While the last thrilling (surely) post on SQL in OneStream focused on the core tables that store data, this post is about custom tables in Finance Business Rules. Custom tables can provide supplemental data that isn’t loaded into the Cube and isn’t in Stage or provide metadata (amongst other possibilities) for internal methods and functions. It’s relational, but not as we mostly know it....

Using SQL in OneStream for Data Nerds (Part 1)

For those familiar with SQL – in particular, T-SQL, since OneStream’s back-end relies on a MSSQL database – you’ll be happy to hear that you can build an end-to-end SQL solution within OneStream. For context, I have automated many financial and operational processes using SQL and have ported them over into different platforms (Tableau, Power BI, etc.) – you can do the same within OneStream....

Migrating A OneStream App Or Making GolfStream Yours Part 2

Migrating A OneStream App Or Making GolfStream Yours, Part 2 Just Desserts As The Duke (probably not, but why spoil the meme?) once said: Unpossible! Remember the triumph of Yr. Obt. Svt. in the last exciting blog post on migrating a OneStream application via a SQL Server file import? The process worked: I copied the......

Migrating A OneStream App Or Making GolfStream Yours: Part 1

Migrating A OneStream App Or Making GolfStream Yours, Part 1 From the Ashes of Disaster Grow the Roses of Success Were Yr. Obt. Svt. smart, installing a local copy of the GolfStream sample application would have fast, easy (the first part of this post shows how to do it and it really is simple), and......

How Many Connector Rules Do We Really Need?

Fellow OneStream enthusiast, if your list of OneStream Connector Business Rules looks like the below then this blog is for you. If it doesn’t, I hope you still find it useful or at least mildly interesting!...

No Calc To Calc

Have you ever wondered what you can do with the calculation type “No Calculate” when setting up a Calculation Definition in your Workflow Profile? It’s sort of odd: Calculation Definition implies a calculation; No Calculate does precisely the opposite. “No Calculate”, despite its name, is a powerful technique that can kick off a Data Management Sequence (to, um, calculate) from a Workflow Profile Process step, which opens the world to endless types of different scenarios (or at least calculations running after data loads)....

Keeping Your Balance With Unbalanced Math

Gentle Reader, if you – as your author most definitely was when he first researched it – are somewhat puzzled when reading about Unbalanced Math, this is post is for you as it is a powerful method that illustrates OneStream’s flexibility and utility, prevents pretty dramatic error messages, and stops you from writing stupendously ill thought out nonoptimal solutions to simple problems. Seriously, if you write Finance Business Rules, you need to understand this....

How Does OneStream Store Data?

A Financial Analyst Perspective Working with OneStream software for the first time, coming from a financial analyst background, I was always a bit confused by how data was stored for the reports I was creating or the hacked-together solutions I was deploying through OneStream reporting objects. I was familiar with data warehousing concepts and had......

What’s in a (Workflow) Name

It has been your author’s observation that the glue that holds OneStream applications together – Workflow – is a victim of terminological inexactitude. No, not that odious euphemism, but instead the common usage of just one term – “Workflow Profile” – for the four (arguably five) different Workflow Profile types. When we OneStream practitioners use the same word to mean many things, we confuse ourselves, make mistakes, and generally make everyone who touches the application unhappy. Happy is more fun....

New Hire and KC City Office Launch

Black Diamond Advisory Announces Chad Hatcher to join leadership team and launches Kansas City Office   Global firm builds executive team and emerges as the next leader in digital finance transformation    KANSAS CITY, MO August 4, 2020   (GLOBE NEWSWIRE) – Black Diamond Advisory was built to transform the office of finance by creating an industry powerhouse of......

West Coast Mixology Event ( City by the Bay)

Dear Finance Executive,    Join us on October 15, 2020 at 5:00 PM Pacific for a complimentary virtual mixology event powered by and Black Diamond Advisory, a Platinum OneStream Partner. Our guests will craft two cocktails with an award-winning mixologist. Learn about flavor balance and mixology skills with instructions, tips and stories along the way. We provide......

Modernizing the Federal Budget Formulation

REGISTER NOW Local government agency finance leaders within the Office of Budget & Management (OMB) and Comptroller offices are under pressure to improve decision support, increase transparency, and create efficiencies. With continued scrutiny of fiscal spending and the tightening of legislative budgets, the formulation process is evolving from line item approvals to performance-based budgets to......

Selecting a Performance Management Software with Your Head in the Clouds

How OneStream Software offers the most customer-focused cloud offering in the industry. “You’ve gotta start with the customer experience and work backward to the technology. You can’t start with the technology and figure out where you are going to sell it.” – Steve Jobs, 1997 After years of being a happy OneStream customer and gaining......