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 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)

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 Complext Business Rules
Principles and Best Practices
Troubleshooting Business Rules

Guided Case Study

Business Rules Basics for OneStream (Pilot)