Course Outline
Introduction to OneStream
- High-level overview of OneStream and its key capabilities.
- Exploring the corporate performance management (CPM) framework.
- Guidance on installing and setting up OneStream XF.
Data Management in 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 tracking.
OneStream Workflow and Automation
- Demystifying OneStream workflows and task management.
- Strategies for automating financial processes.
- Methods for scenario planning and forecasting.
Advanced OneStream Features
- Utilizing solutions available through the OneStream Marketplace.
- Integrating with external financial and ERP systems.
- Best practices for securing OneStream and managing users.
OneStream Certification Preparation
- Review of available certification tracks, such as OCP-FM and Implementation Consultant.
- Breakdown of exam objectives and critical topics.
- Access to practice questions and strategic exam tips.
Best Practices for Financial Analysis in OneStream
- Optimizing performance within the OneStream environment.
- Designing impactful reports and dashboards.
- Identifying common pitfalls and strategies to avoid them.
Summary and Next Steps
Requirements
- Fundamental knowledge of financial reporting and corporate performance management (CPM) concepts.
- Working familiarity with Excel or comparable spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams seeking to optimize their use of OneStream for financial 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.
