OneStream: Administrator Bootcamp (5 days)

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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 three participants. Alternatively, we can arrange in-person training at your location upon request.

  • OneStream: Administrator Bootcamp Private Instructor-Led Training for Your Team   US $4,800.00 per person (min 3 attendees)
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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

Duration

  • Instructor-led training: 5 days (35 CPE Credits)

Course Description

This comprehensive 5-day OneStream training equips participants with the knowledge and skills to configure meanage adn extend 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 data entry methods using tools like Cube View forms and the Excel add-in. 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.

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 from 10,000 Feet

  • Getting started with a OneStream Project

  • OneStream architecture

Metadata Management

  • Application Properties

  • Time Dimension and Time Profiles

  • Dimension and Member Management

  • Metadata Builder

  • Loading and Extracting Metadata

Data Model Fundamentals

  • Cube Configuration

  • Extensibility Overview

  • Level 1 Data Unit

  • Associating Calculations with Cubes

  • Exchange Rate Management

Day 2

Cubes and Extensibility

  • Cube Dimension Assignment

  • Cube Design

  • Vertical and Horizontal Extensibility

Workflow Configuration

  • Cube Workflow Settings

  • Workflow Profile Types

  • Origin Dimension

  • Entity Assignment in the Workflow

  • Configuring Intercompany

  • Dimension Constraints

Day 3

Workflow Enhancements

  • Understanding the Workflow Name Property

  • Workflow Tasks

  • Workflow Templates

Importing and Transforming Data

  • Loading Data

  • Data Sources

  • Transformation Rules

  • Level 2 Data Unit

  • Centralized Workflow Imports

  • Extensible Workflows

Day 4

Data Collection Strategies

  • Data Entry Options

  • Cube Views for Data Entry

  • Creating Form Templates

Optimizing Data Collection

  • Parameters and Prompts

  • Data Entry Techniques

  • Spreadsheet/Excel Add-In for Data Entry

  • Using Journals

  • Journal Templates

Day 5

Introducing Financial Calculations

  • Getting Started with Financial Calculations

  • Running Calculations, Consolidations and Translations

  • Business Rules vs Member Formulas

  • Data Management Steps and Sequences

  • Event Handlers

Confirmations and Certifications

  • Creating Confirmation Rules

  • Configuring Certification

  • Wrapping up the Workflow

Workflow Extensibility and Best Practice Design

  • 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: OneStream: Administrator Bootcamp
  • 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: 35 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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