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.

Course Level: Intermediate Pre-requisite: Holland Parker's Foundations for OneStream Level 1 (or equivalent coursework/experience)

CPE Credits: 16.0 (Finance 10.0 / Computer Software & App 6.0)

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.

Course and Cancellation Policies

HollandParker Foundations for OneStream Level 2