OneStream: Dashboards and Genesis (2 days)

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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: Dashboards and Genesis Private Instructor-Led Training for Your Team   US $1,920.00 per person (min 3 attendees)
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Course Summary

This 2-day OneStream training equips participants with the necessary knowledge and practical skills to understand, maintain, build, and troubleshoot dashboards, including executive dashboards that display cube data. This course also introduces Genesis, a low-code dashboard platform, guiding attendees through the process of installing and configuring instances, creating navigation structures, adding content blocks such as filters, buttons and calculations, assembling analytic dashboards, and managing security and content libraries. By the end of the training, participants will be able to confidently maintain existing dashboards and use Genesis to build and manage their own dashboard solutions.

Audience

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

Duration

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

Course Description

This course equips attendees with the practical skills needed to work confidently with OneStream dashboards. Attendees will learn to interpret the structure and data that underpin existing dashboards, understand how dashboard components interact and how to maintain them as applications and requirements evolve over time.

Attendees will also learn to build executive dashboards that present cube data effectively and explore administrator dashboards to understand their design and recreate their core functionality. The course concludes this section with techniques for diagnosing and resolving common dashboard issues, ensuring dashboards remain reliable, performant, and easy to use.

The second part of the course introduces Genesis, a low-code, plug-and-play solution for building and managing dashboards. Attendees will learn how to install and configure Genesis, set up shared Workspaces and content blocks, and explore how to create, manage, back up, restore, and upgrade Genesis instances.

Whilst examining these features, attendees will see how to build intuitive navigation structures using Application Groups, Navigation Groups, and Pages, linking to content blocks and configuring access to a wide array of content. These skills come together as attendees assemble analytic dashboards and landing pages and customise interface elements.

The course also covers the administration of Genesis content, including managing security settings for visibility and access control, deleting unused content to maintain system performance, and importing and exporting content libraries.

By the end of the course, attendees will be able to confidently read, maintain, build, and troubleshoot OneStream dashboards, as well as design, configure, and administer dashboard solutions using Genesis.

Learning Objectives

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

Dashboard Fundamentals

• Identify the structure, components, and underlying data of existing dashboards

• Update dashboard items

• Build dashboards to report on cube data

• Review administrator dashboards and replicate their core functionality

• Identify and resolve common dashboard errors

Genesis

• Understand the purpose of Genesis and explore how it can be used to develop dashboards without code

• Set up and configure Genesis, including shared Workspaces and content blocks

• Maintain Genesis instances

• Design navigation structures using Application Groups, Navigation Groups, and Pages

• Configure and deploy content blocks

• Develop interactive analytic dashboards and landing pages

• Customise Genesis interface elements using formatting options

• Configure Genesis security settings to control visibility and access

• Optimise system performance

Course Agenda

Day 1

Navigating OneStream Dashboards

• Application Workspace Overview

• Exploring OneStream Dashboards

• Understanding Dashboard Components and Architecture

• Editing and Maintaining Dashboard Components

Building OneStream Dashboards

• Building new Dashboards

• Creating Visualisations Using the BI Viewer Component

• Adding Interactivity and User-Driven Functionality to Dashboards

• Deploying Dashboards to users

Administering and Maintaining Dashboards

• Maintaining Administrator Dashboards

• Troubleshooting Common Dashboard Errors

• Dashboard Best Practices Considerations

Day 2

Creating Home Page Dashboards

• Building a Landing Page

• Hands-On Dashboard Development Challenge

Working with Genesis

• Introduction to Genesis

• Understanding Application Groups, Navigation Groups, and Pages

• Working with Content Blocks

• Building an Analytic Reporting Dashboard

• Creating and Configuring New Genesis Instances

• Formatting Genesis Dashboards

• Administering Genesis Dashboards

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Dashboards and Genesis
  • Duration: 2 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: 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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