Course Outline
Foundations of OneStream
- Overview of OneStream and its capabilities.
- Understanding 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 processing and mapping.
Financial Reporting and Analysis
- Generating financial reports using OneStream Report Studio.
- Developing interactive dashboards and visualizations.
- Applying analytics for variance analysis and performance monitoring.
OneStream Workflow and Automation
- Exploring OneStream workflows and task management.
- Automating financial processes.
- Scenario planning and forecasting.
Advanced OneStream Features
- Leveraging OneStream Marketplace solutions.
- Integration with external financial and ERP systems.
- Best practices for OneStream security and user administration.
OneStream Certification Preparation
- Overview of OneStream certification pathways (OCP-FM, Implementation Consultant, etc.).
- Exam objectives and core topics.
- Practice questions and strategies for exam success.
Best Practices for Financial Analysis in OneStream
- Optimizing performance within OneStream.
- Designing effective reports and dashboards.
- Identifying and avoiding common pitfalls.
Conclusion and Next Steps
Requirements
- Fundamental grasp of financial reporting and corporate performance management (CPM).
- Proficiency with Excel or comparable spreadsheet tools.
Target Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams aiming to utilize 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.