Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
- Foundational understanding of financial reporting and corporate performance management (CPM).
- Familiarity with Excel or comparable spreadsheet tools.
Audience
- Financial analysts.
- Business intelligence professionals.
- Finance teams seeking to harness OneStream for financial planning and analysis.
14 Hours
Testimonials (4)
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The pricing strategies. Need to have more real case examples on the strategies and the pricing methods.
Ruziham A Razak - Telekom Malaysia Berhad
Course - A Practical Guide to Successful Pricing Strategies
Personal service and orientated to my needs