Course Outline
Introduction to OneStream
- An overview of OneStream and its core capabilities.
- An examination of the corporate performance management (CPM) framework.
- Guidance on installing and setting up OneStream XF.
Data Management within OneStream
- Establishing connections to various data sources.
- Processes for loading and validating financial data.
- Techniques for data transformation and mapping.
Financial Reporting and Analysis
- Generating financial reports using OneStream Report Studio.
- Designing interactive dashboards and visualizations.
- Applying analytics for variance analysis and performance monitoring.
OneStream Workflow and Automation
- Insights into OneStream workflows and task management.
- Strategies for automating financial processes.
- Techniques for scenario planning and forecasting.
Advanced OneStream Capabilities
- Incorporating solutions from the OneStream Marketplace.
- Integrating with external financial and ERP systems.
- Best practices for OneStream security and user administration.
OneStream Certification Readiness
- An overview of OneStream certification pathways (OCP-FM, Implementation Consultant, etc.).
- Detailed exam objectives and critical topics.
- Practice assessments and strategic exam preparation advice.
Best Practices for Financial Analysis in OneStream
- Methods for optimizing performance within OneStream.
- Principles for designing effective reports and dashboards.
- Identification of common pitfalls and strategies to avoid them.
Conclusion and Future Directions
Requirements
- A foundational grasp of financial reporting and corporate performance management (CPM) principles.
- Proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams aiming to adopt OneStream for planning and analysis workflows.
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.