Course Outline
Introduction to OneStream
- Overview of OneStream and its capabilities
- Understanding the corporate performance management (CPM) framework
- Installation and setup of OneStream XF
Data Management in OneStream
- Connecting to data sources
- Loading and validating financial data
- Data transformation and mapping
Financial Reporting and Analysis
- Creating financial reports with OneStream Report Studio
- Building interactive dashboards and visualizations
- Using analytics for variance analysis and performance tracking
OneStream Workflow and Automation
- Understanding OneStream workflows and task management
- Automating financial processes
- Scenario planning and forecasting
Advanced OneStream Features
- Using OneStream Marketplace solutions
- Integration with external financial and ERP systems
- Best practices for OneStream security and user management
OneStream Certification Preparation
- Overview of OneStream certification options (OCP-FM, Implementation Consultant, etc)
- Exam objectives and key topics
- Practice questions and exam preparation tips
Best Practices for Financial Analysis in OneStream
- Optimizing performance in OneStream
- Designing effective reports and dashboards
- Common pitfalls and how to avoid them
Summary and Next Steps
Requirements
- Basic understanding of financial reporting and corporate performance management (CPM)
- Familiarity with Excel or similar spreadsheet tools
Audience
- Financial analysts
- Business intelligence professionals
- Finance teams looking to leverage OneStream for financial planning and analysis
Testimonials (5)
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
i like that it was easy to understand - not too technical
Kirthanya Pillay - Woolworths Financial Services
Course - FinOps Certified Practitioner (FOCP) Preparation
he was informative, shared a lot of material to reference
Siphokazi Mnyebeleza
Course - FinOps For Engineers
Personal service and orientated to my needs
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
I liked the alistair's knowledge and presentation style.