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Workshops

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 14 and include breakfast and lunch in the cost.

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

Workshops summary PDF


Cost: $800


Workshop Sponsor:

Holland-Parker-CMYK-2

End User Workshops

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 


End User 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 (staggered)

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)

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

Offered to Existing Customers only

 

Power User 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)

Administrator Workshops

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 End User Workshops.

Tuesday, 8:00am-3:45pm with a 1 hour lunch break

30 attendee limit in each workshop

Offered to Partners and Customers Only

Administrator Workshop Agenda

8:00 AM

8:00AM - 10:00AM

Account Reconciliations Part 1

This workshop covers the design, configuration and use of the OneStream Account Reconciliation Solution. This is part one of a two-part workshop.

Skill Level: Intermediate

8:00 AM

8:00AM - 10:00AM

People Planning

This workshop introduces the skills needed to implement the OneStream XF People Planning Solution.

Skill Level: Advanced

8:00 AM

8:00AM - 10:00AM

Dashboard Basics

This workshop provides an overview of Dashboard Maintenance Units and how different layouts and Components are used.

Skill Level: Basic

8:00 AM

8:00AM - 10:00AM

Task Manager

This workshop covers the concepts and implementation of the Task Manager Solution.

Skill Level: Intermediate

8:00 AM

8:00AM - 10:00AM

Budget/Planning

This workshop covers OneStream’s budgeting and planning features through seeding data, performing allocations and data spreading.

Skill Level: Basic

8:00 AM

8:00AM - 10:00AM

Rules and Calculated Members

This workshop focuses on best practices for rule writing and creating calculated Members.

Skill Level: Advanced

10:15 AM

10:15 AM - 12:15 PM

Account Reconciliations Part 2

This workshop covers the design, configuration and use of the OneStream Account Reconciliation Solution. This is part two of a two-part workshop.

Skill Level: Intermediate

10:15 AM

10:15 AM - 12:15 PM

Data Blending

This workshop explores common techniques used to blend Cube relevant data and Relational relevant data to provide detailed reporting. These techniques allow Cube data and Relational data to live in two separate worlds and bring them into reporting when needed.

Skill Level: Advanced

10:15 AM

10:15 AM - 12:15 PM

People Planning

This workshop introduces the skills needed to implement the OneStream XF People Planning Solution.

Skill Level: Advanced

10:15AM

10:15 AM-12:15 PM

Advanced Dashboards

This workshop covers advanced Dashboard Workspaces and how to use Dashboards in a functional way.

Skill Level: Intermediate

10:15 AM

10:15 AM-12:15 PM

Account Reconciliations Part 1

This workshop covers the design, configuration and use of the OneStream Account Reconciliation Solution. This is part one of a two-part workshop.

Skill Level: Intermediate

10:15 AM

10:15 AM - 12:15 PM

Security

This workshop focuses on best practices for applying OneStream security via Workflow, Data Cell Access and Security Roles.

Skill Level: Intermediate

1:45 PM

1:45 PM - 3:45 PM

Rules and Calculated Members

This workshop focuses on best practices for rule writing and creating calculated Members.

Skill Level: Advanced

1:45 PM

1:45 PM - 3:45 PM

Cube Design

This workshop discusses Cube design, considerations and best practices.

Skill Level: Advanced

1:45 PM

1:45 PM - 3:45 PM

Studio

This workshop introduces the OneStream Studio Advanced Report Writer and provides instructions on how to apply advanced formatting to reports built in OneStream.

Skill Level: Intermediate

1:45 PM

1:45 PM - 3:45 PM

Task Manager

This workshop covers the concepts and implementation of the Task Manager Solution.

Skill Level: Intermediate

1:45 PM

1:45 PM - 3:45 PM

Account Reconciliations Part 2

This workshop covers the design, configuration and use of the OneStream Account Reconciliation Solution. This is part two of a two-part workshop.

Skill Level: Intermediate

1:45 PM

1:45 PM - 3:45 PM

Dashboard Basics

This workshop provides an overview of Dashboard Maintenance Units and how different layouts and Components are used.

Skill Level: Basic