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OneStream Essentials Training

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Enhance your financial planning, reporting, and consolidation skills with OneStream Essentials Training by Multisoft Virtual Academy. This comprehensive course covers OneStream’s key functionalities, enabling professionals to streamline financial operations efficiently. Gain hands-on experience, boost your expertise, and elevate your career in corporate finance. Enroll today and transform your finance strategies!

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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

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Course Highlights

Duration: 24 Hrs
Subject Matter Expert
After Training Support
Lifetime E-Learning Access
Recorded Sessions
Free Online Assessments

One to One Training

OneStream Essentials Training Course Syllabus

Curriculum Designed by Experts

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OneStream Essentials Training by Multisoft Virtual Academy is designed to equip professionals with in-depth knowledge of OneStream’s powerful corporate performance management (CPM) platform. This course provides hands-on training in financial consolidation, planning, budgeting, forecasting, and reporting, enabling participants to optimize financial operations and drive business efficiency. The training covers core functionalities such as workflow automation, data integration, reporting, and compliance management. Learners will gain expertise in creating financial models, performing variance analysis, and generating real-time insights using OneStream’s unified platform. The curriculum is tailored for finance professionals, accountants, and business analysts seeking to enhance their financial planning and reporting capabilities. Participants will work on real-world scenarios and practical exercises, ensuring they develop the skills required to implement OneStream solutions effectively. The course also explores advanced features like AI-driven analytics and predictive planning, which help organizations make data-driven decisions.

By the end of the program, learners will be proficient in managing financial processes efficiently, improving decision-making, and driving strategic financial transformation. Enroll in this training to gain OneStream certification, boost your career, and become a valuable asset in the world of financial performance management.

OneStream Essentials Training is a comprehensive course designed to equip professionals with fundamental skills in OneStream’s corporate performance management platform. It covers data integration, financial consolidation, budgeting, forecasting, reporting, and automation. Through hands-on learning, participants gain expertise in streamlining financial operations, improving data accuracy, and driving business efficiency using OneStream’s powerful functionalities.

OneStream Overview
In the OneStream Product
Introduction to Metadata
Introduction to Cubes
Introduction to Workflow
Introduction to Reporting

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Introduction to the Administrator Role
Application Tools for Administrators
Managing Users, Application Extracts, and Distinguishing Environments
Application Properties
Working with Dimensions and Members
Working with Extensibility
Working with Cubes
Building the Workflow
Data Sources
Transformation Rules
Configuring the Workflow for Data Import
Importing Data
Options for Data Entry
Setting up Form Templates
Manual Data Entry Using Forms
Investigating Data
Processing the Workflow
Confirming Data Quality
Signing Off the Data
Workflow Administration Tools
Comparing and Extracting Metadata
Communicating Changes with Dashboards
Considering an Upgrade
Upgrading
Increasing Your Knowledge

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Reporting and OneStream
Connecting Reports to
Application Design
Building a Simple Cube
Using the Member Filter
Cube View Performance
Introduction to Formatting
Building Calculations
Applying Overrides
Parameters Overview
Parameter Types
Introduction to Report Books
Adding Content to Report
Books
Quick Views
Cube Views in Spreadsheet
OneStream Retrieves

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Relationships between users, groups, roles, and objects
Security toolbar icons
Exclusion groups
Areas throughout OneStream where security can be applied
Steps for creating and cloning users
Steps for creating groups and for adding users and groups to groups
Impact of dimension and dimension member security on users’ access to dimensions, members, and data
Security options available on cubes
Workflow security properties
System Roles and Application Roles
Relationship between role security and object security
MarketPlace Security Template
Slice security overview

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OneStream Project
Getting Started with a OneStream Project
Kicking off a OneStream Project
Adding Dimensions
Configuring the Time
Dimension
Building Out the Dimension Library
Adding Information Through Metadata Builder
Cubes and Extensibility
Basic Cube Configuration
Level 1 Data Unit
Cubes and Extensibility (Continued)
Extensibility and Cube Design
Revisiting Metadata
Building the Workflow
Basic Cube Configuration
Connecting Metadata to Workflow
Building the Workflow (Continued)
Connecting Metadata to Workflow
Importing Data into OneStream
Loading OneStream Data to the Cube
Setting Up and Managing Data Sources
Building Transformation Rules
Importing Data into OneStream
Level 2 Data Unit
Historical Imports
Importing Data Into OneStream
Enhancing the Workflow Import Step
Setting Up OneStream for
Data Entry
Understanding Data Entry Options
Creating Form Templates
Workflow Setup and Configuration
Keying in Data Through a
Cube View Form
Using Spreadsheet/Excel
Add-In for Data Entry
Using Journals
How to Run Calculations in OneStream
Getting Started with Financial Calculations
How to Run Calculations in OneStream (Continued)
Running Calculations
Finalizing the Workflow
Creating Confirmation Rules
Configuring Certification
Wrapping up the Workflow
Workflow Design
Diving into Workflow Design
Designing a Workflow Structure
Expediting the Workflow Build

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Explore Dashboards from an End User Perspective
The Power of Dashboards in OneStream
Explore Dashboards from an Administrator Perspective
Workspace Structure and Design Mode
Edit Dashboard Components
User Interface Components and Formatting
Data Components and Data Adapters
Create a Dashboard Using BI Viewer
Workspace Structure and Naming Conventions
Cube Views as Sources of Data and Data Adapters
BI Viewer Component
Create a Dashboard from Scratch
Dashboard Structure and Layout
Grid Layout Type Properties
Dashboard Charts
Add Interactivity Components to a Dashboard
Add Interactivity to Dashboard Data
Add Interactivity through Buttons
Deploy Dashboards to End Users
Methods of Deploying
Dashboards to End Users
Maintain an Administrator Dashboard
Solution Exchange Dashboard
Examples Custom Built Administrator Dashboards
Build a Landing Page Designing and Building a
Landing Page Deploying a Landing Page
Troubleshooting Challenge Troubleshooting Dashboard Issues
Focused Building Challenge
Final Build Challenge

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OneStream Member Formulas and Business Rules
Structure of OneStream Data
Member Formulas and Business Rules
Calculation Syntax and Layout
Rule and Formula Editor Options
OneStream Dynamic Calculations
Dynamic Calculations
OneStream Data and Its Impact on Rule Writing
Data Unit and Data Buffer
Query and Analyze Data Records
Data Storage and Cell Status
Calculations with api.Data.Calculate
Introduction to api.Data.Calculate
OneStream’s Consolidation and
Calculation Algorithm
The Data Unit Calculation Sequence (DUCS)
Consolidation Algorithm
Calc Status and Running Consolidations
Expanding on api.Data.Calculate
Best Practices for api.Data.Calculate
Common Finance Functions
Custom Calculate
Custom Calculations
Running Custom Calculations
Expanding on Data Buffer Calculations
Unbalanced Math
Expanding on Data Buffer Calculations (continued)
Data Buffer Cell Loops Troubleshooting
Task Activity and Error Log Resolving Errors
Calculation Management and Reporting
Calculation Management and Reporting
Writing Common Calculations
Seeding Calculations
Balance Sheet and Flow Calculations
The View Dimension Built-In Calculations
Globalizing Code Resources
OneStream Resources

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OneStream Essentials Training Description

Configure workflow automation to improve financial process efficiency and accuracy.
Learn the fundamental structure and components of OneStream’s unified platform for corporate performance management.
Gain expertise in importing, validating, and transforming financial and operational data within OneStream.
Learn how to configure and manage financial consolidation processes, including intercompany eliminations and currency translations.
Build and optimize financial planning, budgeting, and forecasting models using OneStream’s capabilities.
Design interactive dashboards and generate insightful reports for enhanced decision-making.
Learn scripting techniques to customize and automate financial calculations within OneStream.

Financial Analysts
Business Analysts
System Administrators
OneStream Developers
Corporate Performance Management (CPM) Consultants
IT Professionals in Financial Systems
Accounting Professionals
CFOs and Finance Managers
ERP and EPM Consultants

Basic knowledge of financial accounting and reporting
Understanding of corporate performance management (CPM) concepts
Familiarity with budgeting, forecasting, and financial consolidation

OneStream Essentials Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

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OneStream Essentials Corporate Training Certification

Interactive Virtual Training

Global Subject Matter Experts
Step-by –Step Learning Approach
Instant Doubt Clearing

Lifetime Access

Lifetime E-learning Access
Recorded Training Session Videos
Free Access to Practice Tests

24x7 Assistance

Help Desk Support
Doubt Resolution in Real-time
After Training Support

Hands on Experience

Project Based Learning
Learning based on real-life examples
Assignments and Practice Tests

Globally Recognized Certificate

Multisoft Training Certificate
Globally Recognized and Accepted
Lifetime Validity

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OneStream Essentials Training FAQ's

Yes, the training includes practical exercises, real-world case studies, and hands-on practice to help participants apply their learning effectively.

Yes, upon successful completion of the OneStream Essentials Training, participants receive a certification from Multisoft Virtual Academy.

This training enhances your skills in financial performance management and OneStream implementation, making you a valuable asset for organizations looking to optimize financial operations. It can also open opportunities in EPM consulting, finance transformation, and enterprise reporting roles.

No prior experience with OneStream is required, but knowledge of financial planning and reporting tools like Hyperion, SAP BPC, or other EPM solutions will be beneficial.

To contact Multisoft Virtual Academy you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number +91 8130666206