OneStream: Building Dashboards (3 days)

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How Can I Take this Course?

Keyteach provides flexible training options to suit your needs. Choose from globally scheduled instructor-led courses or a private class just for your team.

Would you like to arrange a private class for your team?

Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.

  • OneStream: Building Dashboards Private Instructor-Led Training for Your Team   US $3,456.00 per person (min 3 attendees)

Course Summary

This course is the starting point for anyone who needs to create or maintain dashboards in OneStream. In this highly practical learning experience, learners will acquire essential skills to work with an array of dashboard use cases, including dashboards for reporting, dashboards for customizing the OneStream user interface and dashboards to build solutions. This course is the foundation for more advanced content in future courses.

Audience

  • System Administrators
  • Implementation Consultants
  • Report Developers
  • Power Users

Duration

  • Instructor-led training: 3 days (24 CPE Credits)

Course Description

This course is the starting point for anyone who needs to create or maintain

dashboards in OneStream. In this highly practical learning experience, learners will

acquire essential skills to work with an array of dashboard use cases, including

dashboards for reporting, dashboards for customizing the OneStream user interface

and dashboards to build solutions. This course is the foundation for more advanced

content in future courses.

Learning Objectives

By the end of this course learners will be able to:

  • Interpret the structure and data of existing dashboards
  • Maintain elements of existing dashboards to accommodate potential application changes
  • Create executive dashboards to report on cube data
  • Explore administrator dashboards and recreate some of their core functionalities
  • Create a landing page
  • Troubleshoot common dashboard errors

Course Agenda

Day 1

  • Explore Dashboards from an End User Perspective
  • The Power of Dashboards in OneStream
  • Explore Dashboards from an Administrator Perspective
  • Workspace Structure and Design Mode
  • Edit Dashboard Components
  • User Interface Components and Formatting
  • Data Components and Data Adapters
  • Create a Dashboard Using BI Viewer
  • Workspace Structure and Naming Conventions
  • Cube Views as Sources of Data and Data Adapters
  • BI Viewer Component

Day 2

  • Create a Dashboard from Scratch
  • Dashboard Structure and Layout
  • Grid Layout Type Properties
  • Dashboard Charts
  • Add Interactivity Components to a Dashboard
  • Add Interactivity to Dashboard Data
  • Add Interactivity through Buttons
  • Deploy Dashboards to End Users
  • Methods of Deploying Dashboards to End Users
  • Maintain an Administrator Dashboard
  • Solution Exchange Dashboard Examples
  • Custom Built Administrator Dashboards

Day 3

  • Build a Landing Page
  • Designing and Building a Landing Page
  • Deploying a Landing Page
  • Troubleshooting Challenge
  • Troubleshooting Dashboard Issues
  • Focused Building Challenge
  • Final Build Challenge

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Building Dashboards
  • Duration: 3 days
  • Audience: System Administrators | Implementation Consultants | Report Developers | Power Users
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Recommended CPE credits:
    Group Live and Group Internet-Based: 24 credits - Finance 2, Computer Software and Applications (19)
  • Programme level: Beginner

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

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