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Our hands-on workshops are designed to give valuable insight into OneStream XF through hands-on learning by our OneStream experts. All materials for the workshops are provided (including the computer). All workshops are offered on Tuesday, May 12 and include breakfast and lunch in the cost.

Space is limited and sign up will be offered during the Splash registration process.

Cost: $800

Prospect Workshops

Prospect Workshops are designed for OneStream prospects.

Navigate through a simple Workflow viewing some of OneStream’s key Workflow concepts. The second part of this workshop introduces some key OneStream reporting tools so attendees can gain an appreciation for what is possible. It allows attendees to explore how reports are built, where reports are stored, and how they are used in OneStream.

Tuesday, 9:00am-4:30pm with a 1 hour lunch break

Offered to Prospects only 

Prospect Workshop Agenda

9:00 am – 9:30 am | OneStream Basics (Navigation)

9:30 am – 11:00 am | Loading Data, Forms, Journals, and Consolidation

11:00 am – 12:30 pm | Budget Data Loading

12:30 pm - 1:30 pm | Lunch

1:30 pm – 3:00 pm | What If Modeling and Variance Analysis

3:00 pm – 4:30 pm | Reporting In OneStream (Extensible Docs, Guided Reporting, Analysis Wizard)

Introductory Workshop

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, 8:30am-4:30pm with a 1 hour lunch break

Offered to Existing Customers or Partners only


Introductory Workshop Agenda

9:00 am – 9:30 am | OneStream Basics (Navigation and Metadata Review)

9:30 am – 11:45 am | Cube View Basics (Build, Filters, Calculated, & Parameters)

11:45 am - 12:45 pm |  Lunch

12:45 pm– 3:00 pm | Dashboards Basics (Simple Build)

3:00 pm – 4:30 pm | Spreadsheets (Quick Views, Cube Views in Excel, Retrieves)

Advanced Workshops

Advanced Workshops are designed for seasoned OneStream users looking to gain more exposure to specific concepts and tips and tricks for any OneStream application.

There are no prerequisites required, however, these are advanced workshops where OneStream XF experience is highly recommended. The Administrator Workshops are best positioned for attendees who have had some level of training and past experience with these OneStream features. New users or those without OneStream experience will benefit more from the Prospect or Introductory Workshops.

Tuesday, 8:30am-4:20pm with a 1 hour lunch break

30 attendee limit in each workshop

Offered to Partners and Customers Only