How Can I Take this Course?
Keyteach offers private training classes tailored exclusively for your team, providing a focused learning experience.
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: Project Team Training Private Instructor-Led Training for Your Team US $1,920.00 per person (min 2 attendees)
Course Summary
Enable project teams to make a more valuable contribution to the design and planning of OneStream applications. It covers all capabilities of the system and explores the interface and common terminology. Ideal for project teams that need to get up to speed fast before the application design process begins.
Audience
- Project Teams
Duration
- Instructor-led training: 2 days (14 CPE Credits)
Course Description
Explore OneStream dimensionality, learn how data is entered and loaded, consolidated, adjusted, translated and then analysed. Attendees will explore the powerful import functionality used to populate Actuals from source systems and find out about OneStream’s extensible dimensionality available when entering data to Budgets and Forecasts. Explore the 'People Planning' market place app, learn about drivers and assumptions and find out more about the what-if modelling capabilities of the system. Attendees will also explore the Capital Planning and Planning Allocations functionality.
This course provides project teams with an appreciation of standard, repeatable workflow processes and demonstrates how data is validated and certified. Attendees will learn about journal adjustments and how intercompany is processed. They will also find out about forms and cube views and gain an appreciation of how to analyse information through dashboards and reports as well as the OneStream XF Add-In for Excel.
This is the perfect way to start a OneStream implementation, providing a thorough grounding in functionality, terminology and concepts. It will help inform the decisions that need to be taken during the early design and build phase of an implementation.
Learning Objectives
By the end of this course learners will be able to:
- Recall the key functionality and workflow channels of OneStream
- Identify how the system tracks completion of workflow channels and differentiate between the certify and confirmation steps
- Recognize how OneStream dimensions are maintained and administered
- Review the capabilities of the 'People Planning' marketplace application
- Articulate how to build and maintain cube views to create forms, reports, and dashboards
- Review the use of the workflow channels to populate different types of data into OneStream
- Critique how the Member Filter Builder is used to create dynamic references to dimensions and the Point of View
- Recognize how to work with the XF Excel Add-in to create Quick Views and Functions
Summary by Day
Day 1
- Overview, introduction, and navigation
- Terminology
- Dimensionality
- Working with cube views
- Importing data
- Consolidation, translation, and calculation
- Intercompany
- Journals
- Workflow completion
Day 2
- Budgeting and forecasting dashboards
- Planning drivers
- Data spreading techniques
- Seeding data
- What-if analysis
- Reports and books
- Excel Add-In
- Using cube views
- Quick views
- The Member Filter Builder and Functions
Course Agenda
Introduction and Navigation
- OneStream overview
- OnePlace panels
- Navigating the workflow
- Workflow point of view
- Using forms
- Complete and revert forms
- Review OneStream Dimensions
- Cubes and extensibility
- Entity and Consolidation
- Account and Flow
- Origin and User Defined Dimensions
- Metadata management
- Working with Cube Views
- Setting the cube point of view
- Calculate, translate, and consolidate
- Loading Data and Working with Forms
- Data sources
- Transformation Rules
- Load and Transform
- Validate Transformations
- Drill-down/back
- Financial Consolidation
- Intercompany processing
- Mechanics of Intercompany
- IC matching reports & dashboards
- IC and annotations
- Review partner status
- Working with Journals
- Journal templates
- Create, submit, and quick post
- Journal reports
- Intercompany processing
- Workflow Processes
- Completing the workflow
- Submission Status
- Process cube
- Process confirm step and validations
- Certify and sign off
- Completing the workflow
- Understanding Consolidation
- Consolidating data
- Consolidation
- Translation
- Calculation status
- Consolidating data
- Financial Planning and Analysis
- Budgeting and forecasting dashboards
- Planning drivers
- Spreading techniques
- Seeding data
- What-If modelling
- Reporting Landscape
- Guided Reporting
- Analysis wizard
- Reports
- Books
- Excel Add-in
- Working with Cube Views
- Cube POV Review
- Cell POV Information
- Convert to XF Functions
- Quick Views
- Creating Quick Views
- Quick View options
- Member Filter Builder
- Dynamic Quick Views
- Functions
- Function syntax
- XFGetMemberInfo
- XFGetCell
- XFSetCell
- Working with Cube Views
National Association of State Boards of Accountancy (NASBA)
- Course title: Keyteach OneStream: Project Team Training
- Duration: 2 days
- Audience: Project Teams
- Pre-requisites: None
- Delivery method: Group Live and Group Internet-Based
- Advanced preparation: None
- Recommended CPE credits:
Group Live and Group Internet-Based: 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: www.learningmarket.org
