Implementing OneStream for Technical System Administrators (5 days)

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  • Implementing OneStream for Technical System Administrators Private Instructor-Led Training for Your Team   $5,760.00 per person (min 3 attendees)

Course Summary

This 5-day OneStream training provides participants with the essential skills to implement, configure, and manage the OneStream platform, including project setup, workflow design, data integration, and an introduction to financial calculations. By focusing on hands-on application and best practices, attendees will gain the expertise to optimize workflows and support robust financial processes with confidence.

Audience

  • System Administrators
  • Implementation Consultants

Duration

  • Instructor-led training: 5 days (40 CPE Credits)

Course Description

This 5-day comprehensive OneStream training equips participants with the knowledge and skills to effectively implement, configure, and manage OneStream solutions. The course covers project setup, dimension building, cube configuration, workflow design, data integration, and an introduction to financial calculations. Participants will learn to optimize workflows, import and manage data, and set up advanced data entry methods using tools like Cube View forms and Excel add-ins. With a focus on practical application and best practices, this training prepares attendees to confidently manage OneStream projects and support robust financial and operational processes.

Learning Objectives

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

  • Understand OneStream Project Foundations: Explain the key steps involved in initiating and structuring a OneStream project, including various methods of dimension building, cube configuration that incorporates dimensional extensibility.
  • Optimize Workflow Design: Develop extensible workflows, that connect metadata, enhance data import processes, and ensure seamless data integration into OneStream.
  • Implement Data Management Strategies: Demonstrate the ability to load, transform, and manage data sources in OneStream, including handling historical imports and creating transformation rules.
  • Configure Data Entry Solutions: Set up and manage data entry options using Cube View forms, Excel add-ins, and form templates to support accurate and efficient data input and review.
  • Apply Financial Calculation Techniques: Execute a variety of financial calculations within OneStream, utilizing configuration tools and best practices to meet organizational reporting needs.
  • Finalize and Certify Workflows: Create confirmation rules, configure certifications, and design extensible workflow structures to streamline processes and ensure compliance with reporting requirements.

Course Agenda

Day 1

OneStream Project

  • Getting Started with a OneStream Project

  • Kicking off a OneStream Project

Adding Dimensions

  • Application Properties

  • Configuring the Time Dimension

  • Building Out the Dimension Library

  • Adding Information Through Metadata Builder

  • Loading and Extracting XML Metadata

  • Excel Metadata Builder

Cubes and Extensibility

  • Basic Cube Configuration

  • Apply Dimensional Extensibility

  • Level 1 Data Unit

  • Cubes and Calculations

  • FX Rate Types

Day 2

Cubes and Extensibility (Continued)

  • Cubes, Dimensions and Extensibility

  • Extensibility and Cube Design

  • Vertical and Horizontal Extensibility

  • Metadata Build and Maintenance

Building the Workflow

  • Cube Configuration

  • Input Profiles and the Origin Dimension

  • Connecting Metadata to Workflow

  • Cube Root Workflow Profiles and Scenario Types

  • Entities in OneStream

  • Configuring Intercompany

  • Dimension Constraints

Day 3

Building the Workflow (Continued)

  • Connecting Metadata to Workflow

  • Workflow Profile Types

Importing Data into OneStream

  • Loading OneStream Data to the Cube

  • Setting Up and Managing Data Sources

  • Building Transformation Rules

  • Importing Data into OneStream

  • Level 2 Data Unit

  • Historical Imports

  • Extensible Workflows

  • Enhancing the Workflow Import Step

Day 4

Setting Up OneStream for Data Entry

  • Understanding Data Entry Options

  • Working with Cube Views

  • Creating Form Templates

  • Parameters and Prompts

  • Workflow Setup and Configuration

  • Entering Data Through a Cube View Form

  • Using Spreadsheet/Excel Add-In for Data Entry

  • Using Journals

  • Upload Templates

Day 5

How to Run Calculations in OneStream

  • Getting Started with Financial Calculations

  • Running Calculations, Consolidations and Translations

  • Business Rules vs Member Formulas

  • Data Management Steps and Sequences

  • Event Handlers

Finalizing the Workflow

  • Creating Confirmation Rules

  • Configuring Certification

  • Wrapping up the Workflow

Workflow Design

  • Diving into Workflow Design

  • Designing a Workflow Structure

  • Understanding Extensible Workflows

  • Expediting the Workflow Build

National Association of State Boards of Accountancy (NASBA)

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  • Course title: Implementing OneStream for Technical System Administrators
  • Duration: 5 days
  • Audience:  Technical System Administrators | Implementation Consultants
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Recommended CPE credits:
    Group Live and Group Internet-Based: 40 credits - 24 Finance, 16 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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