Architecture & Model Design

OneStream Metadata Builder: How to Manage Bulk Metadata Loads in Enterprise Applications

When we build a OneStream application, one of the first activities is setting up the metadata. For a...

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Architecture & Model Design

OneStream Attribute Members: Dynamic Reporting Without Duplicate Data

When we design a OneStream application, the business often wants to analyze financial data in different ways. For...

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Architecture & Model Design

Why Headcount Was Counted Twice in Workday Adaptive Planning

The client The client is a global investment fund. They run Workday Financial Management, Workday HCM and Workday...

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Architecture & Model Design

OneStream Hybrid Scenarios: Share vs Copy Data for Planning and Forecasting

When we build a planning application in OneStream, one common requirement is moving data between scenarios. For example,...

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Architecture & Model Design

Executive Dashboards in Workday Adaptive Planning When the Ask Is “Biggest First”

The client The client is a global investment fund running Workday Adaptive Planning. Leadership reviews a set of...

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Architecture & Model Design

Reconciling a Gross Expense Load in Workday Adaptive Planning

The client The client is a global investment fund. They run Workday Financial Management and Workday Adaptive Planning....

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Architecture & Model Design

OneStream Rolling Forecast: How to Configure Scenarios and Workflow Periods

When we work with FP&A teams, one of the common requirements is rolling forecasting. The finance team prepares...

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Architecture & Model Design

Sending Workday Adaptive Planning Data to Power BI Through SFTP

The client The client is a global investment fund. They run Workday Financial Management, Workday HCM and Workday...

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Architecture & Model Design

OneStream Dimensional Constraints and Default Members: How to Control Data Loads

When we build a OneStream application, one of the important things we need to control is where financial...

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Architecture & Model Design

OneStream Entity Dimension: How to Design Entity Hierarchies and Alternative Reporting Structures

When we design a OneStream consolidation application, one of the first things we need to understand is the...

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