The OneStream Market Place contains many solutions, making the platform suitable for almost everyone. A wide range of business goals and requirements can be achieved with these solutions, which is great. But so much choice can also be a bit overwhelming. How do you choose the right one? Which solutions will help you get the most out of your OneStream platform? Marc Roest shares the 7 solutions in the Market Place that you shouldn't miss.
If you browse through the Market Place and work with the solutions, there are a few solutions that really should be in every application. In my opinion, these are the 7 must haves:
1. Excel Add-In Installer (PV430-SV100).
The OneStream Excel Add-in is a popular and widely used extension to the platform. Financial users know how to work with Excel and can easily integrate data from your OneStream application into their reports, allowing one version of the truth to be used throughout the organization. However, the Excel add-in is a stand-alone installer included in the installation, but not yet on your users' local machine. To serve users and ensure everyone is using the correct version, there is a Market Place solution that allows your users to download the installer directly from OneStream.
After importing the solution, the administrator can upload the required Excel Add-In version (and OneStream Studio if needed) via the settings page. It is then available for users to download from the dashboard:
2. Standard System Reports (PV430-SV102).
The Standard System Reports contain a set of reports used for basic administration reporting, simplifying administrator tasks. The following reports are available:
- Application List of applications for this environment
- App Server Activity Review
- Graphical representation of usage and processing time by type and module
- Software Version Audit Report
- Application server software version by date
- Security Activity Dashboard
- Graphical overview of login activity in total and by module. Also added/deleted/updated users.
- Archived task activity
- List of archived tasks, these reports do not appear in OnePlace-Dashboards, but under System-Dashboards because the reports are used by the administrator.
The solution can be imported via the Load/Extract function. Please note that previously installed versions must be removed manually as they will not be overwritten.
3. Standard Cube View Styles (PV410-SV100).
Cube Views are the main source for presenting data to your users. Although they are easy to set up, the possibilities in terms of formatting are endless. To get a professional and consistent look and feel in your application, the best practice is to create and use Cube View styles. These are style sheets that can be applied to the formatting of your Cube Views. To avoid unnecessary work, OneStream has already created a set of predefined Cube View styles that can be downloaded from the Market Place. After importing, the styles appear in a Dashboard Maintenance Unit to be used in your Cube Views:
4. Standard Application Reports (PV440-SV100).
The Standard Application Reports contain a standard set of reports, just like the System Reports. However, the reports in this solution are user-oriented. There are 5 report categories available:
- Application Analysis Intercompany Matching
- Journal Detail
- Transformation Rule Change
- Workflow Status
The Standard application reports require access to additional tables, so that needs to be set up by your (technical) administrator or installation partner if it hasn't already been done. After that, all you have to do is import the zip file, open the dashboard where you can create the tables and start the solution. It's best to start with the page, overview reports, where you can see a description of each available report. Reports can be opened directly from the dashboard by opening a report group and then selecting the desired report.
There are many reports available, making this a solution that can be widely used. Often a specific topic has multiple reports from a slightly different perspective or with an additional level of detail.
5. Default Map Templates (PV410-SV100).
This may seem like a useless solution and is indeed one of the smallest. However, I have found this very useful. When you load data from source systems, that data needs to be mapped (from source format to target format). While testing or implementing new sites, you often want a quick mapping to test how the data comes across. This download contains Excel templates with "pass-through" mappings for all dimensions. The big advantage is that you can import these mappings directly instead of typing them in.
6. Security Audit Report (PV430-SV102).
These standard reports provide insight into user security and group information for auditing purposes. In a production EPM system, you want to audit your user access periodically. This Market Place solution provides reports that can be run over a period of time and signed off by the authorized person as a solid foundation for your security audit.The dashboard already shows some high-level information. When you select any of the items, the corresponding reports are displayed in the main screen, as below:
7. Task Manager (UTM).
One of the most popular Market Place solutions is the Task Manager (UTM). UTM is a way to organize workflows inside and outside of OneStream. Why is this solution so popular? And how does it help you get more out of your OneStream software? In our next two blogs, we'll go into the details of UTM. Can it live up to its fame?
Conclusion
All the solutions described are really quickly configurable and therefore classifiable as plug and play (see my earlier post 0.5 - Introduction to the OneStream Market Place about classifications). As you probably noticed, in this post I did not mention advantages and disadvantages per solution, because I think these solutions should be in every OneStream application. Besides saving you time - which is a big plus in itself - they really help you get more out of your OneStream platform;
