OneStream: Application Build for Administrators

Duration

Instructor-led - 4 days (32 CPE credits)
CPE Credits available for attending this course are Finance (20) and Information Techology (12).

Audience

System administrators 

Course Summary

By the end of this course you will learn the hands-on skills needed to build a simple application starting from scratch. By working through several iterations of a build process, learners build a foundation of OneStream skills and knowledge of OneStream features.

Next Scheduled Courses 

OneStream: Application Build for Administrators - 4 days - *IN PERSON - London* or LIVE ONLINE

20 Mar 2023 - 23 Mar 2023 (09:30 am - 05:30 pm)
Location: City of London, UK
Price: £ 3080.00

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Learning Objectives

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

  • Discuss and define key OneStream concepts such as metadata, Cubes, Workflow, Scenario Types, Extensibility, and more
  • Build a simple application from scratch, including adding Dimensions and Members, creating Cubes, setting application properties, building Workflow structure, and more
  • Build Data Sources and Transformation Rules
  • Load data into OneStream though file imports and data entry (Forms and Journals)
  • Refine the financial model in the application through Member Formulas, Exchange Rates, Calculating data, and Intercompany elimination
  • Build elements to ensure data quality including Confirmation Rules, Certification Questions, and more
  • Use Scenarios for multiple collections
  • Create Cube Views
  • Build basic reports and Dashboards

Prior to Attending Training

Once your project is underway, we recommend learners begin with the OneStream Essentials: Getting Started with OneStream course. Then we suggest allowing three to four weeks before sending Administrators and those who will participate in the Application build to this course. This ensures all attendees receive the right skills at the right time to keep the project moving and avoids a long gap between learning and doing.

In the circumstance where training occurs prior to the start of the implementation, or a new Administrator joins the company after the application is live, we recommend learners begin with the on-demand version of the OneStream Essentials: Getting Started with OneStream course. This course, located in OneStream Navigator, provides a timely introduction to key OneStream concepts.The OneStream Essentials: Getting Started with OneStream course does not require prerequisites or advanced preparation. Upon training registration and payment, qualified OneStream Administrators* will be given access to the OneStream Navigator, which is OneStream's online training video library. Navigator access will be available within three business days from the time of registration and login information will be emailed to the attendee via the OneStream Okta Administrator.

* A qualified OneStream Administrator must meet all of the following: 

  1. Company is a current OneStream Customer, which is defined by a mutually signed Software License Agreement. OneStream Navigator access will not be given until the contract is finalized and signed by both parties. 
  2. Currently employed at a OneStream Customer and has a valid company email address. If a valid email address is not provided at the time of registration, OneStream Navigator access will not be given until the first date of employment.

OneStream Student Cancellation

Please refer to the cancellation schedule listed below. If you cannot attend a training class, you are permitted to send another employee from your company at no additional charge or choose to have a credit made to your account to use toward a future class.

OneStream Cancellation Schedule

  • 14 or More Days
    No charge; full refund
  • 13 to 7 Days
    50% of fee charged
  • Under 7 Days
    Full fees charged; no refund

Class Size

Public classes require a minimum of four students registered within seven days of the class start or they may be cancelled at OneStream’s discretion. Once the registered class size reaches its limit (differs by location), it will be closed to additional students.

NASBA CPERegistry logo blue transparent

Course title: OneStream: Application Build for Administrators

Duration: 4 days

Audience: System administrators

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 32 credits - Finance (20) and Information Technology (12)

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: www.learningmarket.org

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