OneStream Specialist Certification 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 Specialist Certification Training Course Overview

OneStream Specialist Training by Multisoft Systems is designed for finance professionals, business analysts, and IT experts looking to master OneStream XF, a powerful Corporate Performance Management (CPM) platform. This course provides hands-on experience in financial consolidation, budgeting, forecasting, and reporting, helping you streamline financial processes and improve decision-making. Participants will gain expertise in data integration, workflow automation, dashboard creation, and performance management. The training covers key concepts such as data blending, financial close processes, and security administration. You will also learn how to configure OneStream applications, optimize system performance, and leverage advanced analytics for better financial insights. With real-world scenarios and practical exercises, this course ensures that you acquire the skills needed to implement and manage OneStream solutions efficiently. Led by industry experts, the training prepares you for certification and career advancement in financial planning and analysis.

Whether you are an accountant, financial controller, or IT professional involved in financial system implementation, this course provides the knowledge and hands-on experience required to become proficient in OneStream. Enroll today with Multisoft Systems and take your financial expertise to the next level with cutting-edge OneStream XF capabilities.

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OneStream Specialist Certification Training Course curriculum

Curriculum Designed by Experts

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OneStream Specialist Training by Multisoft Systems is designed for finance professionals, business analysts, and IT experts looking to master OneStream XF, a powerful Corporate Performance Management (CPM) platform. This course provides hands-on experience in financial consolidation, budgeting, forecasting, and reporting, helping you streamline financial processes and improve decision-making. Participants will gain expertise in data integration, workflow automation, dashboard creation, and performance management. The training covers key concepts such as data blending, financial close processes, and security administration. You will also learn how to configure OneStream applications, optimize system performance, and leverage advanced analytics for better financial insights. With real-world scenarios and practical exercises, this course ensures that you acquire the skills needed to implement and manage OneStream solutions efficiently. Led by industry experts, the training prepares you for certification and career advancement in financial planning and analysis.

Whether you are an accountant, financial controller, or IT professional involved in financial system implementation, this course provides the knowledge and hands-on experience required to become proficient in OneStream. Enroll today with Multisoft Systems and take your financial expertise to the next level with cutting-edge OneStream XF capabilities.

  • Understand the fundamentals of OneStream XF and its role in Corporate Performance Management (CPM).
  • Learn how to perform financial consolidation, budgeting, forecasting, and reporting using OneStream.
  • Gain expertise in data integration, workflow automation, and financial data management.
  • Master the configuration and administration of OneStream applications.
  • Develop dashboarding and analytics skills for financial insights and decision-making.
  • Explore data blending techniques to unify financial and operational data.
  • Understand the financial close process, including reconciliation and compliance reporting.

Course Prerequisite

  • Basic knowledge of financial planning and analysis (FP&A)
  • Understanding of financial consolidation, budgeting, and reporting
  • Familiarity with Corporate Performance Management (CPM) concepts

Course Target Audience

  • Finance Professionals
  • Business Analysts
  • Financial Controllers
  • Accountants
  • IT Professionals involved in CPM Implementation
  • ERP Consultants
  • Financial Planning & Analysis (FP&A) Experts
  • Data Analysts
  • Corporate Finance Managers
  • Risk & Compliance Professionals

Course Content

  • Introduction to Planning in OneStream
  • Types of Planning and
  • Planning Applications
  • Planning Processes and Design
  • Common Requirements
  • Metadata Design for Financial Planning Process
  • Scenario Dimension and Key Properties
  • Unified and Operational
  • Design Models
  • Vertical and Horizontal Extensibility
  • Entity Dimension Alternatives
  • Account Level Dimensions
  • Cube Designs for Planning
  • Workflow Structure and Design
  • Application Properties and Actual Data Load
  • Data Entry Forms Cube Views Dashboards
  • Workspaces
  • Planning Calculations
  • Calculation Design
  • Considerations and Process
  • DynamiTime Variables
  • Custom Calculations and Durable Data
  • Driver Based Calculations
  • Seeding Calculations
  • Data Management and Custom Calculations
  • Using Excel/Spreadsheet for Data Entry
  • Allocations
  • Allocation Types
  • Allocation Calculations
  • User Defined Attribute
  • Members
  • Entity Aggregation
  • Process Enhancements
  • End of course challenge

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  • Dashboard Requirements and Design
  • Creating Custom Layouts
  • Dashboard Workspace Design
  • ƒ Using Custom
  • Calculations via Data Management
  • ƒ Integrating Workflow
  • Tasks via Dashboard
  • Extender Business Rules
  • Dashboard Design for Relational Blending
  • ƒ Cube Data and Stage Data
  • ƒ Dashboard Data Sets and SQL Queries
  • ƒ Using XFBR String
  • Business Rules
  • Dashboard Design for Role Based Functionality

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  • Overview
  • Welcome to the Basics of Data
  • Integration course
  • Data Integration Overview
  • Business Rules
  • Inbound Integrations
  • Database Connections
  • Database Connection and Import Data
  • Web Services Connections
  • Services Integration
  • Integration to Import Data Using
  • REST API
  • Flat File Integrations
  • Integration with an FTP Server
  • Course Conclusion
  • Assessment
  • Course Survey
  • Course Credits

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OneStream Specialist Certification 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 :

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  • 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 Specialist Certification Corporate Training

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Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

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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 Specialist Certification Training FAQ's

OneStream Specialist Training by Multisoft Systems is a comprehensive program designed to equip professionals with expertise in OneStream XF, covering financial consolidation, budgeting, forecasting, reporting, and data integration.

This training is ideal for finance professionals, business analysts, financial controllers, accountants, IT professionals, ERP consultants, and FP&A experts looking to master OneStream XF.

Participants should have a basic understanding of financial planning, consolidation, reporting, and ERP systems. Knowledge of SQL and data integration is beneficial but not mandatory.

The course covers OneStream configuration, workflow automation, data integration, dashboard creation, performance management, and security administration.

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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