OneStream: Excel Add-In Training for End Users (1 day)

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

  • OneStream: Excel Add-In Training for End Users Private Instructor-Led Training for Your Team   US $620.00 per person (min 3 attendees)
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US $620.00 per person OneStream: Excel Add-In Training for End Users On Demand Subscription

INSTANT ACCESS

  • An immediate 'On Demand' subscription for you
  • Instant access - start training today!
  • 90 day course subscription
  • Hands-on lab access for 7 days
  • Unlimited instructor support
  • Train anywhere, anytime at your convenience
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US $620.00 per person OneStream: Excel Add-In Training for End Users (Pre-Paid Vouchers)

PRE-PAID VOUCHER

  • 'On Demand' vouchers for you to redeem later
  • Voucher codes valid for 12 months
  • 90 day course subscription
  • Hands-on lab access for 7 days
  • Unlimited instructor support
  • Train anywhere, anytime at your convenience
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US $620.00 per person
US $465.00 per person (min 5 attendees)
US $375.00 per person (min 10 attendees)
US $310.00 per person (min 25 attendees)
US $248.00 per person (min 50 attendees) OneStream: Excel Add-In Training for End Users (Groups)

Course Summary

Developed by Keyteach in partnership with OneStream and part of the official OneStream standard curriculum, this course explores the necessary skills to analyze and report on OneStream data using the Microsoft Excel Add-in. Designed exclusively for End Users, this immersive one-day program delves into the capabilities of the Microsoft Excel Add-In for OneStream. Get ready to harness the full potential of your financial data!

Audience

  • End Users

Duration

  • Instructor-led training: 1 day (7 CPE Credits)

  • Self-paced on demand training: 90 days (7 CPE Credits)

Course Description

This course explores the necessary skills to analyze and report on OneStream data using the Microsoft Excel Add-in. It is designed for End Users, and investigates the capabilities of the Excel Add-In, and the selection of dimension members for inclusion in spreadsheet reports.

Attendees will gain an appreciation of both the calculation and the submission status of data as well as an understanding of how data in OneStream is aggregated, calculated, translated, and consolidated. Learners will discover the choices available for analyzing OneStream data in Microsoft Excel including cube views, quick views, and functions.

The course explores the most appropriate and efficient approach for analysis and reporting. Students will open cube views created by system administrators and will review the various styles that can be used for formatting. In addition, they will find out how cube views can be used to create quick views and functions.

Attendees will explore the methods available to create quick views and find out how to control the placement of column and row members and filters to specify the selection of members for analysis. Attendees will also find out more about the ‘member filter builder’ and assess the best ways to select hierarchical dimension members.

This course investigates XF Functions used to both read and write data to and from OneStream. Attendees will learn about the different types of functions available and gain an understanding of the syntax used to create highly formatted, structured reports. Learners will also find out how extensible documents can be used to display data from OneStream in other Microsoft Office products including Microsoft Word and PowerPoint.

Learning Objectives

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

  • Recall how to open a Cube View report and set the Cube POV
  • Identify the methods available for creating quick views
  • Describe how to pivot dimensions
  • Recognize how to use the Member Filter Builder
  • Recall how to create and build functions
  • Recognize how extensible documents are accessed
  • Describe how to run and update an extensible document

Course Agenda

  • Getting Started
    • Explore the different uses of the Excel Add-in
    • POV and preferences
    • Log on and connect to a OneStream application
    • Check Global and Workflow POV
    • View dimension hierarchies
    • Searching for members
    • Calculation defaults in Excel
  • OneStream Data Analysis
    • Introducing cube views, quick views, and XF functions
    • OneStream data models and the dimensions and members required for data analysis
    • Workflow and calculation status
    • Data aggregation, calculation, translation, and consolidation
  • Cube Views
    • Understand how cube views can be used in Excel for data analysis
    • Working with named ranges to modify formatting
    • Drill down
    • Submitting forecast data
    • Spreading data
    • Cell comments
    • Supporting documents
  • Quick Views
    • Overview of quick views
    • Methods for creating quick views
      • Entering members
      • From a specific cube view cell to analyze further
      • From another quick view
      • Copy and paste quick views
    • Pivoting dimensions
    • Controlling the placement of rows and columns
    • Member filter builder
    • Dynamic POV expressions
  • Functions
    • Introducing the functions available for creating reports
    • Create and build functions
    • Function syntax
      • XFGetMemberInfo
      • XFGetCell
    • Copy and fix cell references in functions
    • Submitting data with XFSetCell
    • Cell POV information
    • Converting quick views to XFGetCell functions
    • Copy and paste the POV as XFGetCells
  • Using Extensible Documents
    • Overview of extensible documents for Microsoft Word and PowerPoint
    • Accessing extensible documents from File Explorer
    • Running and updating extensible documents to display dynamic embedded content
    • Using object lookup to insert parameters, substitution variables, and image content

National Association of State Boards of Accountancy (NASBA)

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  • Course title: OneStream: Excel Add-In Training for End Users
  • Duration: 1 day
  • Audience: End Users
  • Pre-requisites: None
  • Delivery method: Group Live, Group Internet-Based and QAS Self-Study
  • Advanced preparation: None
  • Group Live and Group Internet-Based: 7 credits - computer software and applications
    QAS Self-Study: 7 credits - computer software and applications
  • Programme level: Beginner

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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