OneStream: User Training Course

Duration

2 days (14 CPE credits)

Audience

Key users

Course Summary

An essential hands-on foundation for key users of OneStream XF applications. This course provides an informative exploration of system functionality and an opportunity to assess the true capabilities of this financial planning and analysis solution.

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:

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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.

Course Description

Find out how data is entered, loaded, consolidated, adjusted, translated and then analysed in OneStream XF. Explore the powerful import functionality used to populate Actuals from source systems and learn about OneStream’s extensible dimensionality available when entering data to Budgets and Forecasts. 

Gain an appreciation of the standard, repeatable workflow process and find out how data can be validated and certified as part of the submission process. Attendees will gain hands-on expereince working with forms, journals and intercompany as well analysis through dashboards, reports and the OneStream XF Add-In for Excel.

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: Key User

Duration: 2 days

Audience: Key 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: www.learningmarket.org

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