Designed for OneStream customers looking to gain more exposure to functional concepts within OneStream.
There are no prerequisites required, however, this workshop focuses on functional administration and reporting within OneStream. The workshop introduces some key OneStream functionality so attendees can gain insight to Reporting, Dashboarding, Excel Add-in, and Metadata through guided exercises.
Skill Level: Basic
Tuesday, 8:30 AM – 4:30 PM with a 1 hour lunch break
30 attendee limit
Offered to Existing Customers or Partners only
Introductory Workshop Agenda
7:30 AM – 8:30 AM | Breakfast
8:30 AM – 9:30 AM | OneStream Basics (Navigation and Metadata Review)
9:30 AM – 12:00 PM | Cube View Basics (Build, Filters, Calculated, and Parameters)
12:00 PM – 1:00 PM | Lunch
1:00 PM – 3:00 PM | Dashboards Basics (Simple Build)
3:00 PM – 4:30 PM | Spreadsheets (Quick Views, Cube Views in Excel, Retrieves)