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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• October 17 – 20, 2022
• November 14 – 17, 2022
• December 5 – 8, 2022

This two-day, hands-on course highlights the main reporting concepts in OneStream. This introductory class covers Cube View functionality and design for grid analysis and reporting, the building blocks of Dashboard Maintenance Units and Spreadsheet/Excel Add-In features such as Quick Views and Retrieve Functions.

Upcoming Dates

Select any class for more information and to register.

This three-day, hands-on course will cover advanced Member Filters, Dynamic Calculations and Formatting settings for Cube Views, BI Viewer and advanced Components, Dashboard Layouts and Embedded Dashboards, and the OneStream features used in Report Books.

Note that this course will not cover reports built in OneStream Studio – Please review Academy content.

Upcoming Dates

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• October 12 – 14, 2022
• November 9 – 11, 2022

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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• October 19 – 20, 2022
• December 5 – 6, 2022

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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• October 24 – 26, 2022
• December 12 – 14, 2022

This two-day, hands-on course will cover how to set up the Account Reconciliation Manager Marketplace Solution. We will discuss how to implement Account Reconciliations in an existing Application. Throughout the class, we will focus on the configuration of the solution’s Settings, Account Lists, Reconciliation Inventory, Account Groups, Excel Templates, Balance Checks, and Security. At the end of this course, the students should understand how to configure the solution and the different ways it can be designed for their business/client.

Upcoming Dates

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• New dates posting soon!

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

• December 5 – 6, 2022