OneStream: Tips and Tricks with the Member Filter Builder (3.5 hours)

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Duration: 3.5 hours (3 CPE credits) - FREE OF CHARGE

Audience: OneStream report developers, power users and end users

Course Summary

Discover how to harness the power of dynamic reporting in OneStream in this hands-on training session focusing on the Member Filter Builder. Attendees will gain a detailed understanding of how the Member Filter Builder can be used to enhance reports by creating dynamic references to dimensions and hierarchies within OneStream applications. Find out how to produce dynamic reports and spreadsheets, ensuring data integrity and reducing ongoing maintenance for more precise and actionable financial data analysis.

Learning Objectives:

• Recall the core capabilities of the Member Filter Builder.
• Recognize how to construct dynamic and complex member filters and calculations.
• Identify strategies to troubleshoot common issues and optimize existing filters for better performance and usability.

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