Course Outline
Introduction to OneStream
- Overview of OneStream and its capabilities
- Understanding the corporate performance management (CPM) framework
- Installation and setup of OneStream XF
Data Management in OneStream
- Connecting to data sources
- Loading and validating financial data
- Data transformation and mapping
Financial Reporting and Analysis
- Creating financial reports with OneStream Report Studio
- Building interactive dashboards and visualizations
- Using analytics for variance analysis and performance tracking
OneStream Workflow and Automation
- Understanding OneStream workflows and task management
- Automating financial processes
- Scenario planning and forecasting
Advanced OneStream Features
- Using OneStream Marketplace solutions
- Integration with external financial and ERP systems
- Best practices for OneStream security and user management
OneStream Certification Preparation
- Overview of OneStream certification options (OCP-FM, Implementation Consultant, etc)
- Exam objectives and key topics
- Practice questions and exam preparation tips
Best Practices for Financial Analysis in OneStream
- Optimizing performance in OneStream
- Designing effective reports and dashboards
- Common pitfalls and how to avoid them
Summary and Next Steps
Requirements
- Basic understanding of financial reporting and corporate performance management (CPM)
- Familiarity with Excel or similar spreadsheet tools
Audience
- Financial analysts
- Business intelligence professionals
- Finance teams looking to leverage OneStream for financial planning and analysis
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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