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Workshops

Get insights into how OneStream can help you Lead at Speed through our workshop sessions.
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Hands-on Learning

Our hands-on workshops are designed to give valuable insight into OneStream™ through hands-on learning by our OneStream experts. All materials for the workshops are provided (including the computer). All workshops are offered on Monday, August 30 and include breakfast and lunch in the cost.

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

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.

Monday, 9:00 AM – 4:00 PM
Prospect Workshop Agenda
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Introductory Workshops

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.

36 attendee limit. Offered to Existing Customers or Partners only.

Monday, 9:00 AM - 4:00 PM
Introductory Workshop Agenda
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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 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.

20 attendee limit in each workshop – Offered to Partners and Customers only.

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

Monday, 9:00 AM – 4:30 PM
Advanced Workshop Agenda

Advanced Workshop Schedule

9:00 AM

Monday, Aug 30

1:30 PM

Monday, Aug 30
Time Event Details

9:00 AM – 12:00 PM

Specialty Planning

This workshop introduces the Specialty Planning key concepts and how to implement a Specialty Planning Solution.
Skill Level: Intermediate

9:00 AM – 12:00 PM

BI Blend

This workshop is highly technical and covers the design concepts, configuration and use of the BI Blend feature. 
Skill Level: Advanced

9:00 AM – 12:00 PM

Transaction Matching

This workshop covers the design, configuration and use of the OneStream Transaction Matching Solution. 
Skill Level: Intermediate

9:00 AM – 12:00 PM

Dashboard Basics

This introductory workshop provides an overview of Dashboard Maintenance Units and covers how different layouts and Components are used. 
Skill Level: Beginner

9:00 AM – 12:00 PM

Administrator Toolbox

This workshop highlights key MarketPlace Solutions and Platform features essential to administering a OneStream application.
Skill Level: Intermediate

9:00 AM – 12:00 PM

OneStream Rules and Calculated Members

This workshop focuses on best practices for rule writing and creating calculated Members. 
Skill Level: Advanced

Time Event Details

1:30 PM – 4:30 PM

Specialty Planning

This workshop introduces the Specialty Planning key concepts and how to implement a Specialty Planning Solution.
Skill Level: Intermediate

1:30 PM – 4:30 PM

BI Blend

This workshop is highly technical and covers the design concepts, configuration and use of the BI Blend feature. 
Skill Level: Advanced

1:30 PM – 4:30 PM

Transaction Matching

This workshop covers the design, configuration and use of the OneStream Transaction Matching Solution. 
Skill Level: Intermediate

1:30 PM – 4:30 PM

Dashboard Basics

This introductory workshop provides an overview of Dashboard Maintenance Units and covers how different layouts and Components are used. 
Skill Level: Beginner

1:30 PM – 4:30 PM

Data Integration

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

1:30 PM – 4:30 PM

Report Distribution

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

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