Keyteach OneStream: Custom Training for Power Users - 2 days

OS KT Global Authorized Training Partner FC MIDDLE


Instructor-led - 2 days (14 CPE credits).
CPE Credits available for attending this course are Computer Software and Applications (14).


Power Users 

Course Summary

This training is perfect for customers seeking to decentralize responsibility for application maintenance in OneStream. This course focuses on enhancing the skills of power users that support and champion the ongoing requirements of the user community. This training is specifically designed to empower users to maintain, embed and optimize the use of OneStream within their organization and encouraging wider user adoption.

How Can I Take this Course? 

This custom course is delivered as a private class for individual customer organizations. You can define the precise content that is appropriate for your Power Users and select dates that fit with the availability of your team. Please request a private class using the options below:

Private Class for your team in a Keyteach session. Learn how to use OneStream.

Learning Objectives

By completing this course, you will be able to:

  • Recall how to assist with common application maintenance tasks
  • Identify how to load data and correct transformation rules
  • Recognize how to create and use Workflow Templates
  • Recognize dimension structure and attributes
  • Appraise Extensibility and appreciate how to inherit and extend dimensions
  • Identify the methods and procedures for creating Cube Views
  • Recall how to provision security
  • Appraise Dashboard configuration and Dashboard Components

Course Description

Attendees will gain an in-depth insight into maintaining application artifacts and will explore common requirements such as loading data, correcting transformation errors and creating and managing Workflow and Journal templates. Learners will also find out how to maintain metadata, undertake the provisioning of users, create manage Cube Views and Cube View templates, and leverage the capabilities of dashboards.

This uniquely flexible curriculum offers customers the freedom to choose the specific topics that will be covered in this training course. It also includes areas that can be taught using a customer’s own OneStream application. This training empowers learners to customize their education. Whether diving deep into specific subject areas, or mastering various OneStream maintenance activities, customers can tailor the learning journey for their power users to match their specific needs.

Suggested Topics for Inclusion in this Training

This course has a flexible agenda and includes areas that can be taught using a customer’s own OneStream application, e.g. the data model. The following list of topics includes the most frequently requested subject areas as highlighted by customers, to enhance the skills of power users that will assist with OneStream application maintenance and ongoing support of the user community. Data model topics based around the dimensionality in your application are included in the cost. Other areas of the training can be customized at an additional charge, e.g. designing and maintaining Cube Views.

  • Data Sources and Transformations
  • Data Processing
  • Excel Upload Templates
  • Manage Journal Templates
  • Dimensions and Cubes
  • Data Management
  • Translation and Exchange Rates
  • Data and Metadata Extracts
  • Establish and Maintain Security
  • Workflow Profiles and Templates
  • Create and Manage Cube Views
  • Dashboards
  • Guided Reporting
  • Books and Reports
  • Extensible Documents
  • Quick Views

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Course title: OneStream: Custom Power User Training

Duration: 2 days

Audience: System administrators

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 14 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:

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