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OneStream Planning: The Why, How and When

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OneStream is a world-class Intelligent Finance Platform that handles the complex planning, consolidation, reporting and other requirements of mid-sized to large enterprises
. Whether in retail, financial services, manufacturing or other industries, the OneStream platform provides the means to integrate multiple data sources and utilize a wide range of tools and methodologies to improve business processes and performance. Through OneStream, organizations benefit from unified, real-time, enterprise-wide planning and forecasting.

Aimed at OneStream Planning practitioners, administrators, implementors, and power users alike, as well as Financial close and consolidations practitioners, OneStream Planning: The Why, How and When is the first standalone book in the performance management space to cover the power and potential of Planning in OneStream. Drawing from real-world deployments, the book is rooted in easily understood business use cases, and explains approaches (with code) through a comprehensive exploration of the solution. All this is offered within a framework of top functional and technical practice as informed by the authors’ decades-long consulting and application development experiences.

> Which should I do – Import or Direct Load, Consolidate or Aggregate?

> How do Data Buffers really work; what is Eval and why should I care? Which approach is fastest and does it really matter?

> Why Multiyear Scenarios should never be Yearly

> Can Thing Planning run in the Spreadsheet? (It can.)

> Combining REST API and Analytic Blend

> Slice Security down to the very tiniest slice

> Pivot Grid or Large Pivot Grid, that is the question

> A book filled with clear use cases

> Exhaustively tested and verified solutions, and extensive source code [note: OneStream Press files are not supported by OneStream support.]

> Undocumented features and functionality covered, along with functional and technical good practices

Note: Any Files provided for Exercises in this OneStream Press Book are for the use of Customers and Partners in an On-Premise environment and are not supported by the OneStream Support Team.

The information contained within this book is relevant to software version 3.5.6

Single User Copy. If you are looking to make a bulk purchase of PDFs, please email:

Please note that this transaction takes place through OneStream Press as a publisher based in the United Kingdom. As such, for purchasers outside the United Kingdom, some credit card providers may charge a foreign transaction fee, on top of the purchase price.

If you experience any problems with your purchase or require after-sales help, please email
ONESTREAM and the OS Logo are trademarks of OneStream Software LLC,, used with permission.
You will get a PDF (28MB) file