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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 12 and include breakfast and lunch in the cost.

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

You must register for workshops by May 1, 2020.


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, 9:00 AM – 4:30 PM with breakfast from 7:30 AM – 9:00 AM and lunch from 12:30 PM – 1:30 PM.

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, 8:30 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)

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 Advanced 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, 8:30 AM – 4:20 PM with breakfast from 7:30 AM – 8:30 AM and lunch from 1:00 PM – 2:00 PM

30 attendee limit in each workshop

*please sign-up for 1 workshop for each time slot as listed below during Splash Registration

Offered to Partners and Customers Only

Advanced Workshops Agenda

8:30 AM

8:30 AM – 10:30 AM

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

8:30 AM

8:30 AM –10:30 AM

Specialty Planning

This workshop introduces the Specialty Planning key concepts and how to implement a Specialty Planning Solution.

Skill Level: Advanced

8:30 AM

8:30 AM – 10:30 AM

Dashboard Basics

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

Skill Level: Basic

8:30 AM

8:30 AM – 10:30 AM

Data Integration

This workshop is highly technical and covers the various data integration methods used in OneStream.

Skill Level: Advanced

8:30 AM

8:30 AM –10:30 AM

Transaction Matching

This workshop covers the design, configuration and use of the OneStream Transaction Matching Solution.

Skill Level: Intermediate

8:30 AM

8:30 AM – 10:30 AM

Security

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

Skill Level: Intermediate

8:30 AM

8:30AM - 10:30AM

Analytic Blend (BI) Part 1

This workshop is highly technical and covers the design concepts, configuration and use of the BI Blend feature. This is part one of a two-part workshop.

Skill Level: Advanced

10:45 AM

10:45 AM – 12:45 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

10:45 AM

10:45 AM – 12:45 PM

OneStream Rules and Calculated Members

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

Skill Level: Advanced

10:45 AM

10:45 AM – 12:45 PM

Administrator Solution Tools

his workshop introduces the Admin Solution Tools MarketPlace Solution and how it helps administrators manage their application.

Skill Level: Intermediate

10:45 AM

10:45 AM – 12:45 PM

Analytic Blend (BI) Part 1

This workshop is highly technical and covers the design concepts, configuration and use of the BI Blend feature. This is part one of a two-part workshop.

Skill Level: Advanced

10:45 AM

10:45 AM – 12:45 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

10:45 AM

10:45 AM – 12:45 PM

Dashboard Basics

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

Skill Level: Basic

10:45 AM

10:45 AM - 12:45 PM

Data Integration

This workshop is highly technical and covers the various data integration methods used in OneStream.

Skill Level: Advanced

2:20 PM

2:20 PM – 4:20 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

2:20 PM

2:20 PM – 4:20 PM

Analytic Blend (BI) Part 2

This workshop is highly technical and covers the design concepts, configuration and use of the BI Blend feature. This is part two of a two-part workshop.

Skill Level: Advanced

2:20 PM

2:20 PM – 4:20 PM

Analytic Blend (BI) Part 2

This workshop is highly technical and covers the design concepts, configuration and use of the BI Blend feature. This is part two of a two-part workshop.

Skill Level: Advanced

2:20 PM

2:20 PM – 4:20 PM

OneStream Report Distribution

This workshop highlights the use of the OneStream Parcel Service to help efficiently distribute report packages.

Skill Level: Intermediate

2:20 PM

2:20 PM – 4:20 PM

Transaction Matching

This workshop covers the design, configuration and use of the OneStream Transaction Matching Solution.

Skill Level: Intermediate

2:20 PM

2:20 PM – 4:20 PM

Specialty Planning

This workshop introduces the Specialty Planning key concepts and how to implement a Specialty Planning Solution.

Skill Level: Advanced

2:20 PM

2:20 PM – 4:20 PM

BI Viewer

This workshop provides an overview on the BI Viewer Dashboard Component and Designer.

Skill Level: Intermediate