Registration for OneStream Splash™ 2022 Opens January 25! Register early to get the best price.

In-Person Workshops

Get insights into how OneStream can help you Lead at Speed through our workshop sessions.
group-112

Hands-on Learning

Our hands-on workshops are designed to give valuable insight into OneStream™ through hands-on learning by our OneStream experts.

 

**Participants should bring their own laptop to use for the workshop, computers are NOT provided. Access to the workshop cloud environment will be provided to utilize on your personal computer.  Global Education Services will be sending out an email to all workshop participants the week prior to Splash to test connection to our virtual classroom and cloud environment

 

All workshops are offered on Monday, May 23  and include breakfast and lunch in the cost of $800. 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.

30 attendee limit.

Monday, 9 AM – 4 PM
Prospect Workshop Agenda
Gigsy - OneStreamDay1Finals - 4

Introductory Workshops

Designed for OneStream customers looking to gain more exposure to functional concepts within OneStream.

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.

40 attendee limit. Offered to Existing Customers or Partners only. There are (2) Introductory Workshops being offered.

Monday, 9AM - 4 PM
Introductory Workshop Agenda
Gigsy - OneStreamDay1Finals - 27

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.

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 experience with these OneStream features. New users or those without OneStream experience will benefit more from the Prospect or Introductory Workshops.

 

30 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 AM – 4:30 PM
Advanced Workshop Agenda

Advanced Workshop Schedule

9 AM

Monday, May 23

1:30 PM

Monday, May 23rd
Time Event Details Skills

9:00 AM – Noon

Specialty Planning

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

Skill Level: Intermediate

9:00 AM – Noon

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 – Noon

Account Reconciliations (RCM)

This workshop covers the design, configuration, and use of the Account Reconciliations (RCM) Solution.

Skill Level: Intermediate

9:00 AM – Noon

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 – Noon

Administrator Toolbox

This workshop highlights key MarketPlace Solutions and Platform features essential to administering an OneStream application.

Skill Level: Intermediate

9:00 AM – Noon

OneStream Rules and Calculated Members

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

Skill Level: Advanced

9:00 AM – Noon

Application Control Manager – NEW

This workshop covers the design, configuration and use of the Application Control Manager Solution.

Skill Level: Intermediate

Time Event Details Skills

1:30 – 4:30 PM

Specialty Planning

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

Skill Level: Intermediate

1:30 – 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 – 4:30 PM

Transaction Matching (TXM)

This workshop covers the design, configuration, and use of the Transaction Matching (TXM) Solution.

Skill Level: Intermediate

1:30 – 4:30 PM

Advanced Dashboards

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

Skill Level: Advanced

1:30 – 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 – 4:30 PM

Report Distribution

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

Skill Level: Intermediate

1:30 – 4:30 PM

OneStream Rules and Calculated Members

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

Skill Level: Advanced

How Can We Help?

  • For general conference questions, email [email protected] or submit the form below.

  • This field is for validation purposes and should be left unchanged.
Registration