Keyteach OneStream: End User Training Course


2 days (14 CPE credits)


End users

Course Summary

Learn about the dimensionality and functionality of OneStream from a user's perspective. This course delivers an essential hands-on foundation for end users of OneStream applications, providing an informative exploration of system functionality, and an opportunity to assess the true capabilities of this financial planning and analysis platform.

How Can I Take this Course? 

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

Learn how to use OneStream with a Keyteach Private Class for Your Team.

Learning Objectives

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

  • Recall the key functionality and workflow channels of OneStream
  • Identify the various methods of populating data into OneStream
  • Differentiate between the Global, Workflow and Cube Points of View
  • Explain how dimensions and member hierarchies are used to structure and analyze data
  • Summarize the mechanics of how data aggregates, calculates, translates and consolidates
  • Generate reports using Cube View column and row templates
  • Recall how to open a Cube View report and set the Cube POV
  • Recognize how to set the Cube POV
  • Recall the methods available for creating quick views
  • Recognize how to use the Member Filter Builder
  • Recall how to create and build a function
  • Recogize how extensible documents are accessed

Course Description

Explore the OneStream dimensions, learn how data can be entered and loaded, consolidated, adjusted, translated, and then analyzed. Discover the powerful data import functionality from source systems and learn more about the OneStream platform’s extensible dimensionality.

Find out more about budgeting and forecasting dashboards, planning drivers and assumptions and learn about the spreading techniques, seeding data and the what-if modelling capabilities of the platform. Gain an appreciation of the standard, repeatable workflow processes and find out how data is validated and certified.

Attendees will find out about journal adjustments and how intercompany is processed. They will also learn about the calculation and the submission status of data, as well as an understanding about how data in OneStream is aggregated, calculated, translated, and consolidated.

Find out about forms and cube views and discover how to analyze information through reports and books.

Explore the choices available for analyzing OneStream data in Microsoft Excel including cube views, quick views, and functions. Learn about the different types of functions available and gain an understanding of the syntax used to create highly formatted, structured reports.

Attendees will also learn how extensible documents can be used to display data from OneStream in other Microsoft Office products including Microsoft Word and PowerPoint.

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: OneStream: End User Training

Duration: 2 days

Audience: End 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: 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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