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

Prerequisites and Advance Preparation
To get the most value from your time and ensure you are prepared for this course, we recommend one or more of the following in each section below:

For OneStream Knowledge, one or more of these:

Completion of an administrator-level course, such as: Holland Parker’s Foundations for OneStream Level 2
- OneStream’s Administrator, ABA, or ABC
OneStream Certification: Associate Administrator (OCA) or higher certification
Demonstrated familiarity with OneStream administration concepts (A readiness quiz will be provided upon registration.)

For VB.Net Knowledge, one or more of these:

Experience coding with VB.Net
- Review of pre-course material provided up registration, including Quick Reference Guides
- YouTube tutorial (Visual Basics - Full Course for Beginners)

Readiness Quiz
Please complete the provided readiness quiz linked here to help us assess your preparedness. Our team will reach out with feedback or additional guidance if needed.

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.

Day 1 Agenda

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
Creating Member Formulas

Day 2 Agenda

Applying Concepts to OneStream

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 Complex Business Rules
Principles and Best Practices
Troubleshooting Business Rules

Guided Case Study

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

Business Rules Basics for OneStream