OneStream: Custom Reporting Training (2 to 3 days)

Image

HOME | TRAINING COURSES

How Can I Take this Course?

Keyteach offers private training classes tailored exclusively for your team, providing a focused learning experience.

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 three participants. Alternatively, we can arrange in-person training at your location upon request.

  • Keyteach OneStream: Custom Reporting Training (2-3 days) Private Instructor-Led Training for Your Team   Free

Course Summary

This hands-on, customized reporting course is designed for users who wish to enhance their reporting skills within their own OneStream application, leveraging their familiar data model and dimensionality. By working directly within the customer's unique OneStream environment, participants will gain practical, actionable insights tailored to their specific business needs, ensuring they can confidently develop and refine reports aligned with their organizational goals.

Audience

  • Project Teams
  • System Administrators
  • Implementation Consultants
  • Report Developers
  • Power Users
  • End Users

Duration

  • Instructor-led training: 2 to 3 days (14-21 CPE Credits)

Course Description

Attendees will develop their knowledge on the reporting landscape available within OneStream and will explore how to create and structure Cube Views, Report Books and Extensible Documents. Learners will explore the use of Substitution Variables, Parameters and Prompts and the Member Filter Builder. The course also addresses the formatting of Cube Views and the best practices to reduce maintenance in the application.

This uniquely flexible curriculum offers customers the freedom to choose the specific topics that will be covered in this training course. It also includes areas that can be taught using a customer’s own OneStream application. This training empowers learners to customize their education. Whether diving deep into specific subject areas, or mastering various OneStream maintenance activities, customers can tailor the learning journey for their users to match their specific needs.

Learning Objectives

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

  • Recall how to develop and design bespoke reports using your own OneStream application and data
  • Recognize how to navigate your own OneStream dimensionality and data structures for optimal report creation
  • Identify the methods and procedures for creating Cube Views
  • Identify best practices for Cube View maintenance
  • Recognize how to use the Member Filter Builder to determine row and column layout in Cube Views
  • Recall how to format Cube Views according to the needs of the report
  • Recognize how to create and run Extensible Documents
  • Identify how to install and use the Guided Reporting MarketPlace solution
  • Recall the features and capabilities of the OneStream Excel Add-In

Suggested Topics for Inclusion in this Training

This course has a flexible agenda and includes areas that can be taught using a customer’s own OneStream application, e.g. the data model. The following list of topics includes the most frequently requested subject areas as highlighted by customers, to enhance the skills of repoting users.

  • Designing and maintaining Cube Views
  • Member Filter Builder
  • Formatting
  • Calculated Columns in Cube Views
  • Dynamic Calculations in Cube Views
  • Parameters and Prompts with Cube Views
  • Reducing Maintenance through Design
  • Cube View Performance
  • Linked Cube Views
  • Books and Reports
  • Extensible Documents
  • Guided Reporting
  • The Excel Add-In

National Association of State Boards of Accountancy (NASBA)

Image
  • Course title: Keyteach OneStream: Custom Reporting Training
  • Duration: 2 to 3 days
  • Audience: Project Teams | System Administrators | Implementation Consultants | Report Developers | Power Users | End Users
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Recommended CPE credits:
    Group Live and Group Internet-Based: 14-21 credits - computer software 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

KEYTEACH