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

Course Summary

The Building Basic Reports course provides a live, hands-on overview of the basic concepts of creating and working with reports. This includes use cases for reporting in OneStream, connecting reports to application design, building a simple cube, and using the Member Filter Builder. In addition, this course covers Cube View performance, formatting, calculations, parameters, parameter types, report books, and Quick Views.

Audience

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

Duration

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

Course Description

This 3 day course is intended for all users of OneStream responsible for creating or working with reports. This course provides a good overview of the basic concepts of creating a report. It introduces the learner to use cases for reporting in OneStream, connecting reports to application design, building a simple Cube, using the Member Filter Builder, Cube View Performance, formatting, calculations, Parameters, Parameter Types, Report books, and Quick Views. Building Basic Reports includes a review of the essential reporting structures covered during the Application Build for Administrators course, course, before building upon them with greater detail and further features. The Building Basic Reports course is comprised of instructor led content, demonstrations, quizzes and plenty of hands-on lab exercises.

Learning Objectives

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

  • List the use cases for reporting and report tools
  • Explain how metadata and reporting is connected
  • Build a simple Cube View
  • Identify how the Member Filter Builder affects reporting
  • Use simple calculations and parameters in reporting
  • Create financial statements through report books
  • Use Spreadsheet/Excel add-In to create reports

Course Agenda

Day 1

  • Reporting and OneStream
  • Connecting Reports to Application Design
  • Building a Simple Cube
  • Using the Member Filter
  • Cube View Performance

Day 2

  • Introduction to Formatting
  • Building Calculations
  • Applying Overrides
  • Parameters Overview
  • Parameter Types

Day 3

  • Introduction to Report Books
  • Adding Content to Report Books
  • Quick Views
  • Cube Views in Spreadsheet
  • OneStream Retrieves

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Building Basic Reports
  • Duration: 3 days
  • Audience: Project Teams | System Administrators | Implementation Consultants | Report Developers
  • 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 - 16 Finance, 8 Information Technology
  • 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

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