OneStream: End User Training (2 days)

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  • OneStream: End User Training Private Class Private Instructor-Led Training for Your Team   US $1,920.00 per person (min 2 attendees)

Course Summary

Learn about the dimensionality and functionality of OneStream from a user's perspective. This course delivers an essential hands-on foundation for end users of OneStream applications, providing an informative exploration of system functionality, and an opportunity to assess the true capabilities of this financial planning and analysis platform.

Audience

  • End Users

Duration

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

Course Description

Explore the OneStream dimensions, learn how data can be entered and loaded, consolidated, adjusted, translated, and then analyzed. Discover the powerful data import functionality from source systems and learn more about the OneStream platform’s extensible dimensionality.

Find out more about budgeting and forecasting dashboards, planning drivers and assumptions and learn about the spreading techniques, seeding data and the what-if modelling capabilities of the platform. Gain an appreciation of the standard, repeatable workflow processes and find out how data is validated and certified.

Attendees will find out about journal adjustments and how intercompany is processed. They will also learn about the calculation and the submission status of data, as well as an understanding about how data in OneStream is aggregated, calculated, translated, and consolidated.

Find out about forms and cube views and discover how to analyze information through reports and books.

Explore the choices available for analyzing OneStream data in Microsoft Excel including cube views, quick views, and functions. Learn about the different types of functions available and gain an understanding of the syntax used to create highly formatted, structured reports.

Attendees will also learn how extensible documents can be used to display data from OneStream in other Microsoft Office products including Microsoft Word and PowerPoint.

Learning Objectives

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

  • Recall the key functionality and workflow channels of OneStream
  • Identify the various methods of populating data into OneStream
  • Differentiate between the Global, Workflow, and Cube Points of View
  • Explain how dimensions and member hierarchies are used to structure and analyze data
  • Summarize the mechanics of how data aggregates, calculates, translates, and consolidates
  • Generate reports using Cube View column and row templates
  • Recall how to open a Cube View report and set the Cube POV
  • Recognize how to set the Cube POV
  • Recall the methods available for creating Quick Views
  • Recognize how to use the Member Filter Builder
  • Recall how to create and build a function
  • Recognize how Extensible Documents are accessed

Course Agenda

  • Introduction and Navigation
    • OneStream overview
    • OnePlace panels
    • Navigating the workflow
      • Workflow point of view
      • Using forms
      • Complete and revert forms
    • Review OneStream dimensions
      • Cubes and extensibility
      • Entity and Consolidation
      • Account and Flow
      • Origin and UD Dimensions
      • Metadata management
    • Working with Cube Views
      • Setting the cube point of view
      • Calculate, translate, and consolidate
    • Loading Data
      • Data sources
      • Transformation Rules
      • Load and Transform
      • Validate Transformations
      • Drill-down/back
    • Working with forms
  • Intercompany
    • Intercompany processing
    • Mechanics of Intercompany
    • IC matching reports & dashboards
    • IC and annotations
    • Review partner status
  • Journals
    • Journal templates
    • Create, submit, and quick post
    • Journal reports
  • Workflow Processes
    • Completing the workflow
    • Submission Status
    • Process cube
    • Process confirm step and validations
    • Certify and sign off
  • Financial Planning and Analysis
    • Budgeting and forecasting dashboards
    • Planning drivers
    • Spreading techniques
    • Seeding data
    • What-If modelling
  • Reporting Landscape
    • Guided Reporting
    • Analysis wizard
    • Reports and books
  • Excel Add-In - Cube Views
    • Understand how cube views can be used in Excel for data analysis
    • Working with named ranges to modify formatting
    • Drill down
    • Submitting forecast data
    • Cell comments
    • Supporting documents
  • Excel Add-In - Quick Views
    • Overview of quick views
    • Methods for creating quick views
      • Pivoting dimensions
      • Controlling the placement of rows and columns
      • Member filter builder
      • Dynamic POV expressions
  • Excel Add-In - Functions
    • Introducing the functions available for creating reports
    • Create and build functions
    • Function syntax
      • XFGetMemberInfo
      • XFGetCell
    • Copy and fix cell references in functions
    • Submitting data with XFSetCell
    • Cell POV Information
    • Converting quick views to XFGetCell functions
    • Copy and paste the POV as XFGetCells
  • Using Extensible Documents
    • Overview of extensible documents for Microsoft Word and PowerPoint
    • Running and updating extensible documents to display dynamic embedded content
    • Using object lookup to insert parameters, substitution variables, and image content

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: End User Training
  • Duration: 2 days
  • Audience: 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 credits - computer software and applications
  • 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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