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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

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