Administrators are integral to the day-by-day operations and overall wellbeing of a company's financial ecosystem. Although each OneStream application is unique, the challenges that administrators face when managing the OneStream platform remain similar when it comes to processes and troubleshooting.
Whether you are a novice or seasoned administrator, this book examines key concepts to help you understand and manage the financial and data processes of your OneStream application. Written for administrators, this book is filled with technical and functional contexts - whether syntax-related to business rules or general accounting concepts - and dives into practical examples and use cases that provide guidance and insights into commonly encountered themes.
By the end of this book, you will have a deep understanding and appreciation of the capabilities that the OneStream platform offers, and have the tools needed to tackle the wide variety of administrative actions that may surface. In this book, we will cover:
Note: the material in this book is based on Platform Version 7.3.1, which was current at the time of writing.
Table of Contents
1. Introduction
2. Testing
3. Application Properties
4. Metadata Management
5. Translation
6. Work the Workflow
7. Data Troubleshooting
8. Import and Validation Errors
9. Constraining and Locking Data
10. Business Rules
11. Cube Views
12. Securing the Pieces
13. Compliance and Audit
14. Business as "Usual"
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