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
7:30 AM - 8:30 AM
OneStream Basics - Navigation
9:00 AM - 9:30 AM
Loading Data, Forms, Journals, and Consolidation
9:30 AM - 11:00 AM
Budget Data Loading
11:00 AM - 12:30 PM
12:30 PM - 1:30 PM
What If Modeling and Variance Analysis
1:30 PM - 3:00 PM
Reporting In OneStream (Extensible Docs, Guided Reporting, Analysis Wizard)
3:00 PM - 4:00 PM
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
7:30 AM – 8:30 AM
OneStream Basics (Navigation and Metadata Review)
9:00 AM – 10:00 AM
Cube View Basics (Build, Filters, Calculated, and Parameters)
10:00 AM – 12:00 PM
12:00 PM – 1:00 PM
Dashboards Basics (Simple Build)
1:00 PM – 3:00 PM
Spreadsheets (Quick Views, Cube Views in Excel, Retrieves)
3:00 PM – 4:00 PM
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.