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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.
 14 Hours

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