OneStream Essential Series: Building Basic Dashboards - 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).


This course is intended for Administrators, OneStream Implementers and other OneStream developers.

Course Summary

In this two-day, live course learners gain the hands-on skills needed to build basic Dashboards in OneStream. Topics include Dashboard Maintenance Units, Data Adapters, Dashboard Components and layouts, embedding Dashboards, and more.

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:

  • Create a Dashboard Maintenance Unit, and Dashboard Groups
  • Design tabbed and grid Dashboard layouts
  • Configure different Data Adapter types
    • Cube View and Cube View MD
    • Method Query
  • Configure a BI Viewer Component
    • Pivot, Chart, Treemap and Pie Dashboard Items
    • Mastering Filtering and Drill-Down
    • Calculated Fields

Prior to Attending Training

Prior to attending this course, learners should have completed both Building Basic Reports and one of the three following courses or possess the equivalent knowledge:

  • OneStream Essentials Series: Getting Started with OneStream
  • Application Build for Administrators
  • OneStream Essentials Series: Implementing OneStream

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 Essentials Series: Building Basic Dashboards

Duration: 2 days

Audience: Administrators, OneStream Implementers and other OneStream developers.

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: 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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