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OneStream Advanced Reporting and Dashboards

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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.

 

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OneStream Advanced Reporting and Dashboards

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.

 

Meet the Authors and Technical Editors

Learn more about the authors who created this new textbook

Submit a book idea today!

Interested in getting a book off the ground? Authors receive copy editing, as well as two expert technical editors for every chapter. OneStream Press works directly with authors as a single point of contact throughout the writing process to establish and set up outlines, timelines, and reviews.

All authors become members of the OneStream Press Published Author Club. Perks of the Published Author Club include:

  • Complimentary physical copy of your first publication before release
  • Complimentary PDF copy of each new release from OneStream Press
  • Exclusive OneStream swag
  • Lifetime access to “author” badge issued via Credly
  • Being featured in OneStream’s Author Series Podcast post book release
  • Invitation to Splash the year following publication to participate in book promoting activities
    • Meet and Greet
    • Book signing
    • Q&A Panel

Want to hear more? Check out our OneStream Press page.

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