What is OneStream?

OneStream is a CPM (Corporate Performance Management) software platform that offers a comprehensive solution to unify data management, financial close and consolidation, planning, reporting, analytics, and machine learning. It is designed to help organizations manage their finance processes more efficiently and turn data into actionable insights. This is achieved by extending its core functionalities with over 75 CPM solutions from the OneStream Solution Exchange, which includes advanced offerings for account reconciliations, transaction matching, task management, people planning, and predictive analytics.

As a financial data quality management software, OneStream integrates and validates data from multiple sources, including any open GL/ERP system. With pre-built Integration Connectors, it provides capabilities for drill back and drill through, ensuring that data is not only seamlessly incorporated but also meticulously validated both before and after loading. OneStream ensures transparency and provides audit trails for data, metadata, and process changes, thus preventing inadvertent data overrides and enhancing data protection.

OneStream's integration capabilities are particularly robust when it comes to working with SAP systems, such as SAP R/3, ECC, BW, and S/4 HANA. It integrates with SAP without technical complexity and allows for drill through to SAP, reading BW objects with its own API, reading SAP tables directly via RFC, and even generating and executing ABAP code on-the-fly. In total, OneStream integrates with over 250 ERP, HCM, CRM, and other systems.

Furthermore, OneStream's Guided Workflow feature, which is focused on end-users, simplifies the interaction with the software, while the Origin dimension of OneStream provides transparency, auditability, and data protection. These features collectively work to automate and streamline various financial processes, from closing books to planning budgets, making OneStream a versatile and powerful tool in the realm of corporate performance management.

OneStream Plugins for Excel

OneStream Excel Add-In Features

The OneStream Excel Add-In, which is a COM add-in, enhances Excel's capabilities by allowing users to directly enter data into OneStream from Excel. Furthermore, this add-in provides functionality to open Cube Views and perform ad hoc analysis, thus extending the analytical power of Excel when used in conjunction with OneStream.

OneStream Excel Integration

Integration with Excel is facilitated through the OneStream Excel add-in, which can be found on the Marketplace under the \"Platform\" section. It is important to note that the add-in is tailored to the operating system version in use. To initiate the installation of the Excel add-in, users should request their admin to deploy the \"Excel Addin Installer\" from the Marketplace. Contrary to the add-in itself, the installer is found under the \"Solution\" category rather than \"Platform\".

OneStream Excel Add-ins on the Marketplace

The OneStream Excel add-in available on the Marketplace is designed to be compatible with specific operating system versions. This ensures that users can select and install the correct version of the add-in for their system, thereby ensuring optimal performance and compatibility.

Common Use Cases

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  Ad-hoc analysis and reporting
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  Financial consolidation and planning
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  Streamlined data retrieval and transformation
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  Multiple analyses in a single Excel sheet
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  Operational analytics

Frequently Asked Questions

Why are the OneStream Excel Add-In icons not appearing or functioning correctly?

This could be due to a conflict with other add-ins or a recent uninstallation of another add-in, which can make OneStream Add-In icons tiny, non-functional, or cause the ribbon to disappear. To resolve this, check if the OneStream Add-In is enabled in Excel Options, disable other add-ins, or consider reinstalling Visual Studio 2010 Tools for Office Runtime. If the problem persists, uninstall and reinstall the OneStream Add-In as an administrator.

What should I do if the OneStream Excel Add-In stops working after an update?

Ensure that the version number of the OneStream Excel Add-In matches the version of your OneStream application, as there's no backwards compatibility. If issues continue, use the Client Updater in OneStream to update the Add-In, or uninstall it via the Control Panel and reinstall it from the XF MarketPlace, making sure to accept the User License Agreement and enter user information during the process.

How can I troubleshoot OneStream Add-In issues when typical solutions do not work?

If standard troubleshooting steps such as enabling the add-in, reinstalling necessary components, and disabling conflicting add-ins do not work, consider editing the Windows registry. Change the LoadBehavior key value to 3 to ensure the Add-In starts with Excel. Remember that you may need administrative privileges to make registry changes, and you should restart Excel after making these changes.

What are the recommended steps if I'm experiencing problems with ad-hoc reporting or CubeViews in OneStream Excel Add-In?

First, confirm that the OneStream Excel Add-In is enabled as a COM Add-In within Excel. If problems persist, try disabling other add-ins that might conflict, reinstall the OneStream Add-In to a different directory, or repair or reinstall Office. If these steps do not resolve the issue, edit the Windows registry to set the LoadBehavior key value to 3, requiring Excel to start the add-in upon launch.