Upcoming

HollandParker Foundations for OneStream Level 1

$ 1400 usd
Register
Wed, May 29, 2024, 9:00 AM CDT – Thu, May 30, 2024, 5:00 PM CDT
HollandParker Foundations for OneStream Level 1
Become skilled in analyzing OneStream data by creating ad hoc Spreadsheets (Quick Views) & Cube Views (Level 1) 

Level 1 will cover OneStream dimensionality and navigation, as well as analyzing OneStream data by creating ad hoc spreadsheet queries and formatted cube view reports.

Day 1 Agenda:
  • OneStream Overview
    Introduction to Corporate Performance Management
    Introduction to OneStream Features
    OneStream Design Considerations
  • Introduction to Dimensions and Workflows
    Dimensionality
    Workflows
  • Introduction to Cube View Reports
    Running Cube Views
    Drilling Down in Cube Views
  • OneStream Reporting in Spreadsheets
    Introduction to Spreadsheet Tool and Excel Add-In
    Creating and Modifying Quick Views
    Using Retrieve Formulas in Spreadsheets
    Connecting Cube Views in Spreadsheets


Day 2 Agenda:

  • Data Input
    Importing Data
    Entering Data in Forms
    Adjusting Data with Topside Journals
  • Introduction to Cube View Design
    Organizing Cube Views
    Creating Simple Cube Views
  • Cube Views: Beyond the Basics
    Creating Cube Views from Templates
    Formatting Cube Views
    Calculations and Conditional Formatting in Cube Views
    Tips, Tricks & Troubleshooting


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Instructors

Carol Barefoot

Director of Education Services

Jessica Pineda

Senior Training and Marketing Specialist

Contact us

Classifications

Levels
  • Level 1