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HollandParker Foundations for OneStream Level 1

$ 1400 usd
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Tue, Apr 15, 2025, 9:00 AM CDT – Wed, Apr 16, 2025, 5:00 PM CDT // 2:00 – 10:00 PM UTC
HollandParker Foundations for OneStream Level 1
Become skilled in analyzing OneStream data by creating ad hoc Spreadsheets (Quick Views) & Cube Views (Level 1) 

Level 1 will cover OneStream dimensionality and navigation, as well as analyzing OneStream data by creating ad hoc spreadsheet queries and formatted cube view reports.

Day 1 Agenda:
  • OneStream Overview
    Introduction to Corporate Performance Management
    Introduction to OneStream Features
    OneStream Design Considerations
  • Introduction to Dimensions and Workflows
    Dimensionality
    Workflows
  • Introduction to Cube View Reports
    Running Cube Views
    Drilling Down in Cube Views
  • OneStream Reporting in Spreadsheets
    Introduction to Spreadsheet Tool and Excel Add-In
    Creating and Modifying Quick Views
    Using Retrieve Formulas in Spreadsheets
    Connecting Cube Views in Spreadsheets

Day 2 Agenda:

  • Data Input
    Importing Data
    Entering Data in Forms
    Adjusting Data with Topside Journals
  • Introduction to Cube View Design
    Organizing Cube Views
    Creating Simple Cube Views
  • Cube Views: Beyond the Basics
    Creating Cube Views from Templates
    Formatting Cube Views
    Calculations and Conditional Formatting in Cube Views
    Tips, Tricks & Troubleshooting

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

Kelsey Hendrik

Associate Curriculum Developer

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Classifications

Levels
  • Level 1