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

  • Basic understanding of financial reporting and corporate performance management (CPM)
  • Familiarity with Excel or similar spreadsheet tools

Audience

  • Financial analysts
  • Business intelligence professionals
  • Finance teams looking to leverage OneStream for financial planning and analysis
 14 Hours

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