OneStream Essentials Training

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Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

OneStream Essentials Training Course Overview

The OneStream Essentials Training by Multisoft Systems is designed for professionals looking to enhance their expertise in corporate performance management. This course provides a strong foundation in OneStream's key functionalities, including data integration, financial consolidation, planning, budgeting, forecasting, and reporting. Participants will gain hands-on experience in implementing OneStream solutions, learning how to streamline financial processes, improve data accuracy, and drive better decision-making. The training covers core modules such as workflow automation, dashboard creation, business rules, and analytical reporting, enabling professionals to manage enterprise-wide financial operations efficiently. With expert-led sessions, real-world case studies, and interactive exercises, learners will develop practical skills essential for configuring and managing OneStream applications. The course is ideal for finance professionals, system administrators, business analysts, and consultants looking to upskill in financial performance management and digital transformation.

By the end of the training, participants will have a comprehensive understanding of OneStream's capabilities, allowing them to optimize financial operations, enhance reporting accuracy, and drive organizational efficiency. Enroll in the OneStream Essentials Training with Multisoft Systems and take your expertise in financial performance management to the next level.

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OneStream Essentials Training Course curriculum

Curriculum Designed by Experts

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The OneStream Essentials Training by Multisoft Systems is designed for professionals looking to enhance their expertise in corporate performance management. This course provides a strong foundation in OneStream's key functionalities, including data integration, financial consolidation, planning, budgeting, forecasting, and reporting. Participants will gain hands-on experience in implementing OneStream solutions, learning how to streamline financial processes, improve data accuracy, and drive better decision-making. The training covers core modules such as workflow automation, dashboard creation, business rules, and analytical reporting, enabling professionals to manage enterprise-wide financial operations efficiently. With expert-led sessions, real-world case studies, and interactive exercises, learners will develop practical skills essential for configuring and managing OneStream applications. The course is ideal for finance professionals, system administrators, business analysts, and consultants looking to upskill in financial performance management and digital transformation.

By the end of the training, participants will have a comprehensive understanding of OneStream's capabilities, allowing them to optimize financial operations, enhance reporting accuracy, and drive organizational efficiency. Enroll in the OneStream Essentials Training with Multisoft Systems and take your expertise in financial performance management to the next level.

  • 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.

Course Prerequisite

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

Course Target Audience

  • 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

Course Content

  • 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 (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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OneStream Essentials Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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OneStream Essentials Training FAQ's

OneStream Essentials Training is a comprehensive course that covers the core functionalities of the OneStream corporate performance management (CPM) platform, including data integration, financial consolidation, budgeting, forecasting, and reporting.

This course is ideal for finance professionals, business analysts, system administrators, OneStream developers, financial controllers, EPM consultants, and CFOs looking to enhance their expertise in corporate financial management.

Participants should have a basic understanding of financial accounting, corporate performance management concepts, budgeting, and reporting. Familiarity with Excel-based financial modeling and database concepts is beneficial but not mandatory.

The course covers OneStream architecture, data integration, financial consolidation, budgeting and forecasting, workflow automation, dashboards, reporting, security management, and business rules configuration.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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