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Course Outline

Introduction to OneStream

  • Overview of the OneStream platform and its core functional capabilities
  • Familiarization with the corporate performance management (CPM) framework
  • Procedures for installing and configuring OneStream XF

Data Management in OneStream

  • Establishing connections to external data sources
  • Ingesting and validating financial data
  • Executing data transformation and mapping processes

Financial Reporting and Analysis

  • Generating financial reports using OneStream Report Studio
  • Constructing interactive dashboards and visual analytics
  • Utilizing analytical tools for variance analysis and performance monitoring

OneStream Workflow and Automation

  • Overview of workflow mechanisms and task management within the platform
  • Automating financial processes for government operations
  • Executing scenario planning and forecasting activities

Advanced OneStream Features

  • Leveraging solutions available in the OneStream Marketplace
  • Integrating with external financial and enterprise resource planning (ERP) systems
  • Adhering to best practices for security protocols and user access management

OneStream Certification Preparation

  • Overview of available certification pathways, including OCP-FM and Implementation Consultant credentials
  • Review of examination objectives and essential subject matter
  • Access to practice questions and strategies for exam readiness

Best Practices for Financial Analysis in OneStream

  • Strategies for optimizing system performance
  • Guidelines for designing effective reports and dashboards
  • Identification of common challenges and mitigation techniques

Summary and Next Steps

Requirements

  • Fundamental knowledge of financial reporting and corporate performance management (CPM)
  • Proficiency with Excel or equivalent spreadsheet applications

Audience

  • Financial analysts
  • Business intelligence specialists
  • Finance departments seeking to utilize OneStream for financial planning and analysis, including those serving needs for government
 14 Hours

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