OneStream: Level 2: Financial Model Rules - 2 days

OS KT Global Authorized Training Partner FC MIDDLE


Instructor-led - 2 days (16 CPE credits).
CPE Credits available for attending this course are Finance (12) and Information Techology (4).


Administrators and OneStream Implementers

Course Summary

This two-day, hands-on course discusses the OneStream Finance Engine including Dynamic Calculations, Stored Calculations and Finance Business Rules. It provides guidance on calculation optimization and performance impacts and highlights additional resources available to rule writers.

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:

Private Class for your team in a Keyteach session. Learn how to use OneStream.
Download a detailed course agenda from Keyteach. You can learn how to use products from vendors such as Oracle and OneStream.

Learning Objectives

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

  • Discuss OneStream’s Finance Engine and related concepts
    • Dynamic Calculations
    • Stored Calculations
    • Finance Business Rules
    • Key VB.Net concepts and helpers
  • Build and maintain Stored Calculation Member Formulas
    • Adding conditions
    • Filtering stored calculations
    • Creating flow calculations
  • Discuss advanced Stored Calculations topics
    • Evals and Data Buffers
    • Data Explosion
  • Build and maintain Dynamic Calculation Member Formulas
  • Identify the parts and functions of Finance Business Rules
  • Discuss methods to optimize calculations and performance

Prior to Attending Training

Prior to taking this course, learners should have completed Application Build for Administrators or OneStream Essentials: Implementing OneStream or possess the equivalent knowledge.

VB.NET skills and knowledge of Object-Oriented concepts are required in order to complete the course material.

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.

Next Scheduled Courses

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Course title: OneStream: Level 2: Financial Model Rules

Duration: 2 days

Audience: Administrators and OneStream Implementers.

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 16 credits - Finance (12) and Information Technology (4)

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:


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