OneStream XF: Key User

Audience

Key Users

Learning objectives

Learn about the dimensionality and functionality of OneStream XF from a user's perspective.

Course description

This course provides an essential hands-on foundation for key users of OneStream XF applications. Providing an informative exploration of system functionality and an opportunity to assess the true capabilities of this financial planning and analysis solution.

Attendees will gain an appreciation of the standard, repeatable workflow process and find out how data can be validated and certified as part of the submission process. Attendees will gain hands-on expereince working with forms, journals and intercompany as well analysis through dashboards, reports and the OneStream XF Add-In for Excel.

Agenda 

OneStream Overview
OnePlace Panels

Navigating the Workflow
• Workflow Point of View
• Using Forms
• Complete & Revert Forms Workflow

Cube Views
• Setting the Cube Point of View
• Working with Cube Views
• Calculate, Translate & Consolidate
• Exporting Cube Views

Intercompany Processing
• Understanding Intercompany
• IC Matching Reports & Dashboards
• IC and Annotations
• Review Partner Status

Working with Journals
• Journal Templates
• Create Submit & Quick Post
• Journal Reports

Certify Workflow
• Process Cube
• Confirm Step & Validations
• Certify and Sign Off

Quick Views
• Creating Quick Views
• Quick View Options

XF Functions
• Function Syntax
• XFGetMemberInfo
• XFGetCell

Course Datasheet 

OSK HIGH 

CPE Sponsors

Course title: OneStream XF: Key User

Duration: 1 days

Audience: Key Users

Pre-requisites: None

Delivery method: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 7 credits - specialised knowledge and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

"We enjoy partnering with Keyteach as they share the same commitments and always deliver in a professional, effective and successful way. This is an ongoing and enduring relationship that has delivered tangible results for Melrose.”
Jason Care
Group Systems Manager, Melrose
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