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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.
 14 Hours

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