OneStream: Excel Add-In Training for End Users
On Demand Training Course (90 days) 7 CPE Credits

Course Duration7 CREDITS

Approx 7 hours


90 days

Hands-On Lab Environment

7 days (request your hands-on lab at a time that is convenient for you)

Recommended CPE Credits

7 CPE Credits (QAS Self Study)

Download the Detailed Course Agenda

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Course Summary

Developed by Keyteach in partnership with OneStream and part of the official OneStream standard curriculum, this course explores the necessary skills to analyze and report on OneStream data using the Microsoft Excel Add-in. Designed exclusively for End Users, this immersive one-day program delves into the capabilities of the Microsoft Excel Add-In for OneStream. Get ready to harness the full potential of your financial data!

Learning Objectives

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

  • Recall how to open a Cube View report and set the Cube POV
  • Identify the methods available for creating quick views
  • Describe how to pivot dimensions
  • Recognize how to use the Member Filter Builder
  • Recall how to create and build functions
  • Recognize how extensible documents are accessed
  • Describe how to run and update an extensible document

Course Description

This course explores the necessary skills to analyze and report on OneStream data using the Microsoft Excel Add-in. It is designed for End Users, and investigates the capabilities of the Excel Add-In, and the selection of dimension members for inclusion in spreadsheet reports.

Attendees will gain an appreciation of both the calculation and the submission status of data as well as an understanding of how data in OneStream is aggregated, calculated, translated, and consolidated. Learners will discover the choices available for analyzing OneStream data in Microsoft Excel including cube views, quick views, and functions.

The course explores the most appropriate and efficient approach for analysis and reporting. Students will open cube views created by system administrators and will review the various styles that can be used for formatting. In addition, they will find out how cube views can be used to create quick views and functions.

Attendees will explore the methods available to create quick views and find out how to control the placement of column and row members and filters to specify the selection of members for analysis. Attendees will also find out more about the ‘member filter builder’ and assess the best ways to select hierarchical dimension members.

This course investigates XF Functions used to both read and write data to and from OneStream. Attendees will learn about the different types of functions available and gain an understanding of the syntax used to create highly formatted, structured reports. Learners will also find out how extensible documents can be used to display data from OneStream in other Microsoft Office products including Microsoft Word and PowerPoint. 


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Course title: OneStream: Excel Add-In Training for End Users On Demand Training

Course Duration: 7 hours

Audience: End Users

Pre-requisites: None

Delivery method: QAS Self Study

Advanced preparation: None

Recommended CPE credits: 7 credits - computer software and applications

Programme level: Beginner

Program Refund and Complaint Resolution Policy: For more information regarding administrative policies such as complaint and refund, please contact our office on +1 855 563 6723 or +44 161 408 7722 or visit our Terms, Conditions and Refunds page.

Keyteach NASBA Registration ID No 115820

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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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