OneStream Software Unveils XF Version 3.4 as it Continues to Deliver Exceptional Corporate Performance Management in a Single Platform

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CPM Leader Debuts Extensible Document Framework and Enhanced Ease-of-Use Features in OneStream XF Version 3.4

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With these enhancements and features, we have been able to further streamline the workflow submission process.

OneStream Software LLC, leader in Corporate Performance Management (CPM) software, announced the availability of OneStream XF’s, highly anticipated, version 3.4. This latest release of OneStream XF includes major enhancements to its already successful OneStream XF software platform.

“We are excited to announce the release of OneStream XF version 3.4,” states Tom Shea, President and CEO of OneStream Software. “One of the most significant additions to this release is the introduction of our Extensible Document Framework which takes full advantage of Microsoft’s Open XML. By using this technology, we are able to increase productivity and maintain customer satisfaction without affecting server performance or requiring a third party add-on. Delivering rich seamless integration with the familiarity of MS Office, the Extensible Document Framework gives our customers the ability to produce a layering of document composition using their own narratives combined with OneStream’s analytic content. These new capabilities will also allow additional office content from the MS Office Suite to deploy on any mobile device.”

Continuing with OneStream's commitment to customer success, many of the new features are a direct result of feedback from XF users worldwide. Version 3.4 follows OneStream's 2014 development roadmap by enhancing usability, refining the platform and expanding the application with innovative solutions. "Version 3.4 provides several enhanced ease-of-use features including self-service report books with a graphical user interface using If/Then statements, looping, automated reporting, and classic drag-and-drop capabilities," said Bob Powers, Vice President and Chief Technology Officer at OneStream. "With these enhancements and features, we have been able to further streamline the workflow submission process."

Version 3.4 Includes:

  •     Extensible Document Framework—This feature provides end users with direct integration with the Microsoft Office Suite without the use of an add-on. With extensive MS Office Suite integration including PowerPoint, Word and Excel, users are able to create and design complex data reports directly from their desktop and quickly format, scale and integrate them into OneStream XF with instantaneous results. Users can create Word, Excel and PowerPoint documents with the ability to insert and refresh OneStream data and reports.
  •     Book Designer—Support with report books is enhanced with the ability to include our newly released Extensible Documents. No scripting, no programming required. The new Book Designer allows users to graphically build books containing reports, charts, and files, as well as MS Office documents augmented with OneStream content using the Extensible Document Framework. Simple looping and graphically-configured parameter substitutions make it easier to create books that automatically re-use content to produce reports for multiple business units and product lines.
  •     Cube View Designer—This enhancement will allow end users the ability to quickly and easily format, create and improve reports to meet the needs of the business. One intuitive format designer delivers all grids, reports, web forms and Excel cube views.

Version 3.4 upgrade can be completed in less than a day. Craig Colby, Vice President of Marketing and Communications, reports “A remarkable fact about OneStream upgrades is they only take a half day to complete, which decreases customer downtime and loss of productivity. Given this incredibly simple upgrade process, we are happy to report that almost all of our customers are successfully running on the latest release and taking full advantage of our reporting and ease of use enhancements.”

OneStream XF (Extensible Finance) is a single platform for Corporate Performance Management (CPM). Built upon the industry’s most robust and intelligent consolidation engine, OneStream XF is a complete solution for complex financial consolidation, reporting, budgeting, forecasting and data integration. The Extensible Finance platform allows additional analysis and data collections to exist in the same application

Craig Colby
OneStream Software
425 S. Main Street
Rochester, MI 48307

About OneStream Software LLC
OneStream Software, a privately held company located in Rochester, Michigan, is dedicated to providing unified Corporate Performance Management (CPM) solutions for the medium and large enterprise. As the original inventors and architects of UpStream WebLink® and Oracle®’s Hyperion® Financial Management, OneStream engineered the first sustainable platform for Unified Financial Intelligence. OneStream XF delivers Financial Data Quality, Financial Consolidation & Reporting, Budgeting, Forecasting & Planning, Dashboards, Analysis and more in One product and One application. Visit OneStream online at or on Twitter @OneStream_Soft.

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