OneStream: Excel Deep Dive for Power Users (2 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: Excel Deep Dive for Power Users Private Instructor-Led Training for Your Team   US $1,920.00 per person (min 2 attendees)

Course Summary

Developed by Keyteach in partnership with OneStream and part of the official OneStream standard curriculum this course will extend and enhance the Excel Add-in expertise of power users and equip them with skills to better support the OneStream Excel user community. Focusing on exploring the advanced capabilities of OneStream across Excel and Microsoft Office to enter, update, manage, query and analyze application data.

This course also explores functionality around VBA to automate data submission using XFSetCells formulas. Attendees will also create and maintain extensible documents maintained in the File Explorer for dynamic reporting using Powerpoint, Word and Excel. This training focuses on best practice creation of artifacts that can be utilised efficiently by the wider user community.

Audience

  • Power Users

Duration

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

Course Description

Attendees will learn how to utilise advanced expression logic and setup calculated columns and rows in Quick Views. Learners will explore how to create and maintain Workflow Import templates to support their users when uploading data from Excel. Attendees will also learn how to use XFGetCell and XFSetCell functions with VBA functions to automate OneStream tasks. This course also covers using extensible documents to display dynamic Onestream information embedded in Microsoft Word documents, Excel spreadsheets and PowerPoint presentations.

Learning Objectives

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

  • Recognize how to create dynamic Quick Views using advanced expression logic
  • Identify the different types of Workflow Import Templates and how they are maintained
  • Recognize how Excel files can be enhanced with the use of Lookups
  • Recall how to use VBA code to automate the refresh of data
  • Define how to embed dynamic content into Extensible Documents using Parameters and Substitution Variables
  • Recall how to configure Rich Text Controls to embed content into Word Extensible Documents

Course Agenda

Member Filter Builder

  • Member Expansion Functions
  • Asymmetric Quick Views
  • Cross-Dimensional Member Properties
  • Advanced Expression Logic
  • Mathematical Expressions
  • Using GetDataCell

Workflow Import Templates

  • Upload Data Overview
  • Reviewing the Origin Dimension
  • Workflow Templates
  • Named Ranges
  • Journal Templates

Introducing VBA for OneStream

  • Creating Cover Sheets
  • Assigning Macros
  • VBA Sub Procedures
  • Automate Data Refresh
  • Automate Submit Data using XFSetCell

Extensible Documents

  • Working with File Explorer
  • Cell POV Information
  • Create Extensible Documents:
    • Excel
    • Word
    • PowerPoint
  • Parameters and Substitution Variables
  • Rich Text Content Controls
  • FX Functions

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Excel Deep Dive for Power Users
  • Duration: 2 days
  • Audience: 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: 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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