OneStream: Platform Rules and Financial Calculations (3 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 three participants. Alternatively, we can arrange in-person training at your location upon request.

  • OneStream: Platform Rules and Financial Calculations Private Instructor-Led Training for Your Team   US $2,880.00 per person (min 3 attendees)
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Course Summary

Gain a solid foundation in OneStream Platform Rules and Financial Calculations, equipping consultants and administrators with the knowledge and skills to extend platform functionality, automate business processes, and develop sophisticated financial calculations. Building on a basic understanding of the OneStream platform, learners will explore the full range of business rule types, reusable scripting techniques, platform APIs, and the financial calculation framework used to support enterprise planning, consolidation, and reporting applications.

Audience

  • System Administrators
  • Implementation Consultants

Duration

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

Course Description

Upon completing the OneStream Platform Rules and Calculations course, delegates will have developed a comprehensive understanding of the OneStream scripting framework, business rules, and financial calculation engine. They will have practical experience developing and troubleshooting business rules, implementing financial calculations, and applying platform APIs to extend application functionality, automate business processes, and support enterprise planning and consolidation solutions. Delegates will be equipped with the skills required to develop, maintain, and optimise business logic within OneStream applications while following industry best practices.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  1. Explain the OneStream scripting architecture and identify where scripting can be applied across the platform.

  2. Develop and maintain OneStream Business Rules using the Snippet Editor, reusable code components, and platform APIs.

  3. Apply the appropriate Business Rule types to extend platform functionality, automate business processes, and enhance reporting and dashboards.

  4. Write, execute, and troubleshoot Financial Business Rules and Member Formulas.

  5. Develop financial calculations using api.Data.Calculate and other OneStream calculation techniques.

  6. Describe the OneStream consolidation and calculation framework, including the Data Unit Calculation Sequence (DUCS).

  7. Implement calculation best practices to improve application performance, maintainability, and scalability.

  8. Diagnose and resolve common issues using OneStream calculation management, reporting, and troubleshooting tools.

Course Agenda

Day 1

OneStream Scripting Fundamentals

Learn the core scripting concepts, development tools, and APIs used to extend and customise the OneStream platform.

• Introduction to OneStream Scripting

• OneStream Scripting Architecture

• Business Rule Overview

• Business Rule Types

• Snippet Editor

• Reusable Code Components

• Platform APIs (BRAPI, API, and ARGS)

Business Rules Across the Platform

Explore the full range of OneStream Business Rule types and understand how they support automation, integrations, dashboards, reporting, and application extensibility.

• Finance Business Rules

• Parser Business Rules

• Connector Business Rules

• Conditional Rules

• Derivative Rules

• Cube View Extender Rules

• Dashboard DataSet Rules

• Dashboard Extender Rules

• Dashboard XFBRString Rules

• Extensibility Rules

• Development Best Practices

Day 2

Financial Calculations

Develop an understanding of Member Formulas, Financial Business Rules, and the principles that underpin financial calculation development.

• Member Formulas and Business Rules

• Structure of OneStream Data

• Calculation Syntax and Layout

• Dynamic and Stored Calculations

• Rule and Formula Editor

• Data Units and Data Buffers

• Querying and Analyzing Data

• Data Storage and Cell Status

Calculation Framework

Examine how OneStream executes calculations through its consolidation process, calculation engine, and core calculation APIs.

• Introduction to api.Data.Calculate

• OneStream Consolidation and Calculation Algorithm

• Data Unit Calculation Sequence (DUCS)

• Consolidation Processing

• Calculation Status

• Running Consolidations

• Best Practices for api.Data.Calculate

• Common Finance Functions

Day 3

Advanced Calculation Techniques

Build more sophisticated calculation logic using Data Buffers, custom calculations, and reusable calculation patterns.

• Custom Calculations

• Data Buffer Calculations

• Data Buffer Cell Loops

• Unbalanced Math

• Calculation Performance Considerations

• Common Calculation Patterns

Troubleshooting and Calculation Management

Learn how to diagnose, optimise, and manage calculations using OneStream's diagnostic, reporting, and calculation management tools.

• Task Activity and Error Logs

• Resolving Calculation Errors

• Calculation Management and Reporting

• Seeding Calculations

• Balance Sheet and Flow Calculations

• View Dimension Built-in Calculations

• Globalizing Code

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Platform Rules and Financial Calculations
  • Duration: 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: 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

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