OneStream Training Class Schedule

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.

Upcoming Dates

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• January 16 – 19, 2023
• February 13 – 16, 2023
• March 20 – 23, 2023
• April 17 – 20, 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.

Upcoming Dates

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• January 23 – 24, 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.

Upcoming Dates

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• March 13 – 15, 2023
• April 11 – 13, 2023

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.

Upcoming Dates

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• February 14 – 15, 2023
• April 26 – 27, 2023

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.

Upcoming Dates

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• February 6 – 8, 2023
• April 12 – 14, 2023

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

Upcoming Dates

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• April 10, 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.

Upcoming Dates

• March 8 – 9, 2023