Upcoming

HollandParker Foundations for OneStream Level 2

$ 1400 usd
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Mon, Apr 28, 2025, 9:00 AM CDT – Tue, Apr 29, 2025, 5:00 PM CDT // 2:00 – 10:00 PM UTC
HollandParker Foundations for OneStream Level 2
Level 2 will equip administrators and subject matter experts to manage OneStream Dimensions, Workflows, Data Imports, Confirmation Rules, Certification, and Data Management Sequences. The course will wrap up with an introduction to Member Formulas and Foreign Currency.

Day 1 Agenda:
  • Metadata Management
    Creating and Updating Dimensions and Members
    Cube Properties
  • Introduction to Extensibility
  • Managing Workflows
    Creating And Updating Workflow Profiles
    Workflow Tools
  • Managing Data Imports
    Data Sources
    Transformation Rules
    Matrix Data Sources

Day 2 Agenda:

  • Introduction to Member Formulas
  • Data Collection Templates
    Creating Form Templates
    Creating Journal Templates
  • Confirmation Rules and Certification
    Applying Confirmation Rules
    Setting up Certification in Workflows
  • Translation and Consolidation
  • Intercompany Setup
  • Data Management Steps and Sequences
  • Dashboard Basics
  • Planning
    Seeding Data
    Dashboard Forms, Data Management and Business Rules
  • Introduction to Security

CPE National Registry Statement:

HollandParker is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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Instructors

Carol Barefoot

Director of Education Services

Jessica Pineda

Senior Training and Marketing Specialist

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Classifications

Levels
  • Level 2