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
Testimonials (4)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.