NEW OneStream: Excel Add-In Training for End Users

DurationExcel Add In

1 day (7 CPE credits)


End Users 

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!

How Can I Take this Course? 

You can search for scheduled course dates for your time zone. Discounts are available for larger groups, and you have the flexibility to schedule private classes at a date and time that aligns with the availability of your participants. Click the link below to contact Keyteach and request more information about arranging this training course for your End Users.

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 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. 

Scheduled Course Dates

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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 and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 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:


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