Course Outline
Introduction to OneStream
- Overview of OneStream and its core capabilities
- Exploring the corporate performance management (CPM) framework
- Installation and configuration of OneStream XF
Data Management in OneStream
- Establishing connections to data sources
- Ingesting and validating financial data
- Data transformation and mapping techniques
Financial Reporting and Analysis
- Generating financial reports using OneStream Report Studio
- Creating interactive dashboards and visualizations
- Applying analytics for variance analysis and performance monitoring
OneStream Workflow and Automation
- Mastering OneStream workflows and task management
- Streamlining financial processes through automation
- Scenario planning and forecasting strategies
Advanced OneStream Features
- Utilizing solutions from the OneStream Marketplace
- Integrating with external financial and ERP systems
- Security best practices and user management in OneStream
OneStream Certification Preparation
- Review of OneStream certification paths (OCP-FM, Implementation Consultant, etc.)
- Detailed exam objectives and key subject matter
- Practice questions and strategic exam preparation tips
Best Practices for Financial Analysis in OneStream
- Performance optimization techniques in OneStream
- Designing impactful reports and dashboards
- Identifying and avoiding common pitfalls
Summary and Next Steps
Requirements
- Fundamental knowledge of financial reporting and corporate performance management (CPM)
- Competence with Excel or comparable spreadsheet applications
Intended Audience
- Financial analysts
- Business intelligence specialists
- Finance teams aiming to utilize OneStream for planning and analysis
Testimonials (4)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
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 trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.