HollandParker

COURSE OBJECTIVES

Become skilled in analyzing OneStream data in the Excel environment in a variety of ways.

Excelling w OS Excel Add-In will help you understand and navigate OneStream dimensions so you can analyze OneStream data by creating ad hoc spreadsheet queries (Quick Views), integrating predefined live OneStream reports (Cube Views), and building formula-based spreadsheets with OneStream intersections.  

Course Level: Basic Pre-requisite: None
CPE Credits: 8.0 (Finance 5.0 / Computer Software & App 3.0)

HIGH-LEVEL AGENDA

• Understanding OneStream Dimensions
• Introduction to OneStream Spreadsheet Reporting
• Integrating Cube Views in Spreadsheets
• Ad Hoc Reports with Quick Views 
• Creating Quick Views
• Modifying Quick Views
• Advanced Quick View Features 
• Using Member Filters
• Adding Calculations
• Formatting Quick Views
• Using Retrieve Formulas in Spreadsheets
• Converting Quick Views to Retrieve Reports
• Building Retrieve Reports from Scratch
• Case Study
• Researching Questions with Quick views
• Creating Sophisticated Retrieve Reports

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.

Course and Cancellation Policies