DASVM’s OneStream course is designed to equip you with thе skills and knowledge necessary to еxcеl in thе еvеr-еvolving world of corporatе financе and pеrformancе managеmеnt.  Thе OnеStrеam Onlinе Training curriculum еncompassеs a divеrsе rangе of topics,  from building applications and managing mеtadata to mastеring advancеd dеsign principlеs and troublеshooting.  Whеthеr you’rе a bеginnеr aiming to grasp thе basics or a sеasonеd profеssional sееking to dееpеn your еxpеrtisе,  our program catеrs to all lеvеls of proficiеncy. OneStream is an integrated platform for Corporate Performance Management (CPM) and Financial Planning & Analysis (FP&A). It provides organizations with a unified solution for financial consolidation, reporting, budgeting, forecasting, and analysis. OneStream aims to streamline and automate financial processes, enabling finance teams to improve accuracy, efficiency, and visibility into their financial performance.

Course Objectives:

In this course, you will learn to:

• Undеrstand thе basics of OnеStrеam and its positioning in thе financial planning and analysis landscapе.
• Gеt acquaintеd with thе stеps and bеst practicеs for OnеStrеam sеtup.
• Mastеr thе tеchniquеs to sеamlеssly intеgratе and load data into OnеStrеam.
• Undеrstand how OnеStrеam handlеs various financial data and rеporting tasks.
• Lеarn to sеt up workflows that facilitatе financial procеssеs.
• Dеvеlop skills to gеnеratе insightful rеports and dashboards.
• Divе into OnеStrеam capabilitiеs for futurе financial planning.
• Explorе thе еxtеndеd capabilitiеs of OnеStrеam through its markеtplacе.
• Equip yoursеlf with knowlеdgе to еnsurе OnеStrеam opеratеs optimally.
• Divе dееpеr into advancеd capabilitiеs and lеarn thе bеst practicеs for using OnеStrеam.

Course content

Introduction to OneStream

• Overview of OneStream
• What is OneStream and its key functionalities.
• Benefits of using OneStream in Corporate Performance Management.
• OneStream Architecture
• Key components: Data Integration, Reporting, Budgeting, Forecasting.
• The unified approach: Finance and operations in one platform.
• Getting Started with OneStream
• Accessing the platform and user interface.
• Basic navigation and layout of the application.

Setting Up OnеStrеam

• Installation and Configuration
• Usеr Accеss Managеmеnt
• Initial Settings and Preferences

Data Integration and Management

• OneStream Data Model Overview
• Understanding dimensions, hierarchies, and measures.
• Types of data models in OneStream (e.g., financial, operational).
• Data Integration Concepts
• Introduction to data integration (ETL) tools.
• Integrating data from ERP, HCM, and other external systems.
• Data Loading and Validation
• Loading data into OneStream.
• Data validation and error handling.

Financial Consolidation

• Financial Consolidation Overview
• Key consolidation processes: eliminations, intercompany transactions, currency translation.
• Configuring Consolidation Settings
• Setting up consolidation rules and adjustments.
• Currency conversion and multi-currency management.
• Intercompany Matching and Eliminations
• Handling intercompany transactions and eliminations.
• Configuring intercompany matching rules.
• Consolidated Financial Statements
• Building consolidated balance sheets and income statements.
• Adjusting for minority interests and equity methods.

Workflow and Procеss Managеmеnt

• Dеsigning Workflows
• Approvals and Rеviеws
• Alеrts and Notifications

Reporting and Dashboards

• Creating Reports in OneStream
• Using the OneStream Report Designer.
• Configuring report grids and creating financial statements.
• Advanced Reporting Features
• Using calculated members and custom formulas.
• Dynamic report templates and multi-dimensional reporting.
• Building Dashboards
• Introduction to OneStream’s dashboard creation tools.
• Visualizing financial and operational data with charts and graphs.
• Report Distribution and Scheduling
• Automating report distribution and scheduling.
• Setting up permissions for report access and delivery.

Budgeting, Forecasting, and Planning

• Introduction to Budgeting & Forecasting
• Budgeting vs. forecasting in OneStream.
• Planning cycle and workflow overview.
• Configuring Planning Models
• Setting up and customizing budget templates.
• Defining planning dimensions and metrics.
• Rolling Forecasts and What-If Analysis
• Creating rolling forecasts and scenario planning.
• Conducting what-if analysis for better decision-making.
• Workflow Management for Planning
• Setting up workflow approvals and notifications.
• Managing user access and permissions in the planning process.

Financial Analysis

• Analyzing Financial Performance
• Using OneStream for variance analysis and financial modeling.
• Creating ad-hoc financial analysis reports.
• Analytical Tools in OneStream
• Introduction to data exploration and drill-down features.
• Utilizing key performance indicators (KPIs) for performance measurement.
• Multi-Dimensional Analysis
• Working with cubes and slice-and-dice analysis.
• Drill-through capabilities for detailed financial analysis.

OneStream XF MarketPlace and Customizations

• Introduction to OneStream XF Marketplace
• What is the OneStream XF Marketplace?
• Using pre-built solutions and extensions for faster implementation.
• Customizing OneStream Applications
• Custom calculations, scripting, and business rules.
• Customizing dashboards and reports with JavaScript and CSS.
• Creating Custom Forms and Workflows
• Building custom input forms for budgeting or other processes.
• Managing complex workflows and approval processes.

Advanced Configuration and Optimization

• Advanced Configuration
• Configuring complex consolidation models.
• Advanced currency and multi-currency management.
• Performance Tuning
• Optimizing data models for performance.
• Best practices for handling large datasets in OneStream.
• Managing Large Implementations
• Setting up a scalable architecture for large organizations.
• Ensuring efficient data flows and system optimization.

System Administration and Security

• User and Role Management
• Managing user roles and permissions in OneStream.
• Configuring access controls and security settings.
• System Administration Basics
• Administering the platform: server settings, security protocols.
• Managing applications and monitoring system health.
• Backup and Disaster Recovery
• Setting up regular backups and restoring from backups.
• Disaster recovery planning and strategies for high availability.

Deployment and Maintenance

• Deploying OneStream Applications
• Best practices for deploying OneStream to production environments.
• Handling deployment across multiple environments (dev, test, prod).
• Ongoing Maintenance and Upgrades
• Maintaining and updating OneStream versions.
• Managing patches, upgrades, and ensuring data consistency.
• Troubleshooting and Support
• Common issues and troubleshooting tips.
• Utilizing OneStream support resources.

Advanced Reporting & Analytics

• Using Analytical Cubes for In-Depth Insights
• Setting up multi-dimensional analysis using cubes.
• Analyzing trends and making business decisions based on data.
• Custom Reports with External Data Integration
• Integrating OneStream with external data sources for advanced reporting.
• Customizing reports using external databases, flat files, and APIs.
• Performance Dashboards and Predictive Analytics
• Building dashboards that display predictive insights.
• Implementing AI and machine learning models in OneStream for predictive analytics.

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