OneStream: Writing Financial Calculations (3 days)

Course Description

This course provides a solid foundation for OneStream consultants and administrators, focusing on financial calculations. It enhances your existing knowledge by teaching you how to analyze, edit, write, and troubleshoot these calculations.

Learning Objectives

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

  • Write, run, and analyze the results of Financial Business Rules within OneStream
  • Edit business rules or Member Formulas based on requirements
  • Analyze a business rule or Member Formula to identify its function
  • Apply rule-writing best practices to enhance the performance of a OneStream cube
  • Utilize OneStream tools to efficiently write and troubleshoot business rules
  • Identify and troubleshoot common errors with business rules and Member Formulas

Course Agenda

Day 1

  • OneStream Member Formulas and Business Rules
    • Structure of OneStream Data
    • Member Formulas and Business Rules
    • Calculation Syntax and Layout
    • Rule and Formula Editor Options
  • OneStream Dynamic Calculations
    • Dynamic Calculations
  • OneStream Data and Its Impact on Rule Writing
    • Data Unit and Data Buffer
    • Query and Analyze Data Records
    • Data Storage and Cell Status

Day 2

  • Calculations with api.Data.Calculate
    • Introduction to api.Data.Calculate
  • OneStream’s Consolidation and Calculation Algorithm
    • The Data Unit Calculation Sequence (DUCS)
    • Consolidation Algorithm
    • Calc Status and Running Consolidations
  • Expanding on api.Data.Calculate
    • Best Practices for api.Data.Calculate
    • Common Finance Functions
  • Custom Calculate
    • Custom Calculations
    • Running Custom Calculations
  • Expanding on Data Buffer Calculations
    • Unbalanced Math

Day 3

  • Expanding on Data Buffer Calculations (continued)
    • Data Buffer Cell Loops
  • Troubleshooting
    • Task Activity and Error Log
    • Resolving Errors
  • Calculation Management and Reporting
    • Calculation Management and Reporting
  • Writing Common Calculations
    • Seeding Calculations
    • Balance Sheet and Flow Calculations
    • The View Dimension Built-In Calculations
    • Globalizing Code
  • Resources
    • OneStream Resources

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Writing 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: 24 credits - 14 Finance, 10 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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