If you are new to OneStream, we strongly recommend you complete Getting Started With OneStream. It will provide a thorough foundation of the terms, concepts, and workflows of the platform. Getting Started with OneStream covers the following topics:
■ Navigation in OneStream
■ Identify basic concepts in OneStream
■ Recognize common business processes used in OneStream
■ Identify Metadata components and Dimensions
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Upcoming Dates
- Select class for more information and to register.
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- ■ June 13, 2023
This 4-day, live hands-on course involves building out a simple application starting from scratch. The goal of the course is to create a foundation of knowledge about most of the OneStream features. This is achieved using simple examples that cover a few iterations of the build process.
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Upcoming Dates
- Select class for more information and to register.
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- ■ May 15 – 18, 2023
- ■ June 19 – 22, 2023
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.
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Upcoming Dates
- ■ June 21 - 22, 2023
This 3 day course is intended for all users of OneStream responsible for creating or working with reports. This course provides a good overview of the basic concepts of creating a report. It introduces the learner to use cases for reporting in OneStream, connecting reports to application design, building a simple Cube, using the Member Filter Builder, Cube View Performance, formatting, calculations, Parameters, Parameter Types, Report books, and Quick Views.
Building Basic Reports includes a review of the essential reporting structures covered during the Application Build for Administrators course, course, before building upon them with greater detail and further features.
The Building Basic Reports course is comprised of instructor led content, demonstrations, quizzes and plenty of hands-on lab exercises.
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Upcoming Dates
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Select class for more information and to register.
- ■ June 14 – 16, 2023
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This three-day course covers the main aspects of planning, budgeting and forecasting in OneStream while demonstrating how to plan to the level of detail desired and vary it by collection and line of business. In this course you will learn how to set up a OneStream application for planning with a focus on collecting data for Budget and Forecast scenarios via controlled guided Workflows. You will learn the various options and approaches available in OneStream to collect, enter, calculate, manage and report on these data sets.
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Upcoming Dates
- Select class for more information and to register.
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- ■ June 5 – 7, 2023
This two-day hands-on course covers the main aspects of the Specialty Planning Solutions with a focus on Thing Planning. This class demonstrates how to incorporate ‘specialty’ data sets within an application that go beyond the traditional Financial Cube. Attendees will configure this solution to perform calculations and data analysis through a Budget Scenario and guided Workflow.
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Upcoming Dates
- TBD
This two-day, hands on course shows how to leverage Dashboards for true user interaction. It explores the Dashboard concepts of advanced data queries, Business Rule functions, custom layouts, Workflow Integration, Data Blending and using Workspaces.
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Upcoming Dates
- Select class for more information and to register.
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- ■ July TBD
