Get in Touch
 Duration 14 hours

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

Number of participants


Price per participant

Testimonials (4)

Upcoming Courses

Related Categories