HollandParker

Course Objective:   
Gain basic knowledge of how to read, modify, test, integrate, and troubleshoot VB.Net script in OneStream used in member formulas and finance business rules. 

Recommended Audience: OneStream Administrators or IT professionals supporting OneStream

Course Level: Intermediate

Prerequisites: To be prepared for this course, we recommend:

For OneStream knowledge, one of the following:

• Completion of admin level course: (OneStream’s Administrator, ABA, ABC; or Holland Parker’s Foundations for OneStream Level 2)
• OneStream Certified Associate Administrator (OCA) or higher
• Demonstrated familiarity with OneStream admin concepts (Quiz administered by HP)

For VB.Net knowledge, one of the following:

• Experience coding with VB.Net
• Review of pre-course material (Quick References and YouTube Tutorial(s)

Course Description: 
Business Rules Basics introduces basic constructs for working with Finance Business Rules and similar areas in OneStream. The course will focus on being able to interpret what various member formulas and business rules are calculating so that you can repurpose existing items, update them, or make clear requests of your consulting team. The course will introduce you to key building blocks of VB.Net, including initializing variables, using control statements, and recognizing. You will also discover how to use the many “helps” found in the formula/ business rule editor. We will also discuss best practices and design considerations. The course will be hands-on in nature, so that you will build your skill of comprehending code and revising examples. In addition, you will learn how to run business rules in data management sequences, dashboards and forms and how to check your calculations using Quick Views. 

Assessing an application

• Knowing Dimensionality
• Exploring existing calculations, business rules
• Understanding how and where business rules are used

Foundational Concepts

• Building Blocks of VB.Net  
• Data Units and Data Buffers
• Tools for Business Rules

Applying Concepts to OneStream 

• Creating Member Formulas
• Creating Finance Business Rules
• Working with Data Management Jobs, Dashboards, and Forms
• Updating and Leveraging Finance Business Rules
• Testing Business Rules

Advanced Topics  

• Working with Complex Business Rules
• Principles and Best Practices 
• Troubleshooting Business Rules 

Guided Case Study