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.

Course Level: Basic Pre-requisite: None

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.

Course and Cancellation Policies

HollandParker Foundations for OneStream Level 1