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 seeking to leverage OneStream for financial planning and analysis.
Testimonials (4)
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.
Elpida - Unemployed
Course - Anti-Money Laundering (AML) and Combating Terrorist Financing (CTF)
Very practical. Trainer was very flexible in ensuring we meet our needs.