OneStream Planning

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




Cameron Lackpour first worked with Corporate Performance Management technology in the dinosaur days of mainframe multidimensional databases and saw the OneStream light in 2017. He has been in the consulting business since 1996, creating solutions for customers using best of breed planning and analytic tools. Cameron blogs on www.thetruthaboutcpm.com and is a host on the podcast www.epmconversations.com. Despite painful experience, this is his third book, and (as always) Cameron thought it would be "fun". He hopes you enjoy it.


Celvin Kattookaran has more than 17 years of experience in Business Intelligence and Corporate Performance Management. He has developed creative and practical business solutions to address clients' planning and analytical challenges. He has extensively worked in gathering requirements, interacting with the client, managing the development team, design analysis, implementation, and support. Celvin has successfully implemented enterprise-wide performance management solutions across many industries with heavy experience in the OneStream Platform and various Specialty applications. Celvin is an avid blogger and shares his ideas and utilities on his blog cpminsights.com. He is also a host on the podcast epmconversations.com