OneStream: Excel Deep Dive 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

Developed by Keyteach in partnership with OneStream and part of the official OneStream standard curriculum this course will extend and enhance the Excel Add-in expertise of power users and equip them with skills to better support the OneStream Excel user community. Focusing on exploring the advanced capabilities of OneStream across Excel and Microsoft Office to enter, update, manage, query and analyze application data.

This course also explores functionality around VBA to automate data submission using XFSetCells formulas. Attendees will also create and maintain extensible documents maintained in the File Explorer for dynamic reporting using Powerpoint, Word and Excel.  This training focuses on best practice creation of artifacts that can be utilised efficiently by the wider user community.

How Can I Take this Course? 

You can search for scheduled course date for your time zone or request a private class for your team:

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:

  • Recognize how to create dynamic Quick Views using advanced expression logic
  • Identify the different types of Workflow Import Templates and how they are maintained
  • Recognize how Excel files can be enhanced with the use of Lookups
  • Recall how to use VBA code to automate the refresh of data
  • Define how to embed dynamic content into Extensible Documents using Parameters and Substitution Variables
  • Recall how to configure Rich Text Controls to embed content into Word Extensible documents

Course Description

Attendees will learn how to utilise advanced expression logic and setup calculated columns and rows in Quick Views. Learners will explore how to create and maintain Workflow Import templates to support their users when uploading data from Excel. Attendees will also learn how to use XFGetCell and XFSetCell functions with VBA functions to automate OneStream tasks.  This course also covers using extensible documents to display dynamic Onestream information embedded in Microsoft Word documents, Excel spreadsheets and PowerPoint presentations.  

Course Topics

Member Filter Builder

  • Member Expansion Functions
  • Asymmetric Quick Views
  • Cross-Dimensional Member Properties
  • Advanced Expression Logic
  • Mathematical Expressions
  • Using GetDataCell

Workflow Import Templates

  • Upload Data Overview
  • Reviewing the Origin Dimension
  • Workflow Templates
  • Names Ranges
  • Journal Templates

Introducing VBA for OneStream

  • Creating Cover Sheets
  • Assigning Macros
  • VBA Sub Procedures
  • Automate Data Refresh
  • Automate Submit Data using XFSetCell

Extensible Documents

  • Working with File Explorer
  • Cell POV Information
  • Create Extensible Documents:
    • Excel
    • Word
    • PowerPoint
  • Parameters and Substitution Variables
  • Rich Text Content Controls
  • FX Functions
There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

private horizontal

NASBA CPERegistry logo blue transparent

Course title: OneStream: Excel Deep Dive for Power Users

Duration: 2 days

Audience: Power Users

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:

Connect with us

3 Station View
Rhino Court Business Park, Hazel Grove
Stockport, Cheshire, United Kingdom, SK7 5ER

  • USA +1 855 563 6723

  • UK +44 161 408 7722


Enter your email and we'll send you more information

© Copyright Keyteach Ltd 2024


UK +44 161 408 7722
USA +1 855 563 6723