Level 2 will equip administrators and subject matter experts to manage OneStream Dimensions, Workflows, Data Imports, Confirmation Rules, Certification, and Data Management Sequences. The course will wrap up with an introduction to Member Formulas and Foreign Currency.

Day 1 Agenda:

Metadata Management
Creating and Updating Dimensions and Members
Cube Properties
Introduction to Extensibility
Managing Workflows
Creating And Updating Workflow Profiles
Workflow Tools
Managing Data Imports
Data Sources
Transformation Rules
Matrix Data Sources

Day 2 Agenda:

Introduction to Member Formulas
Data Collection Templates
Creating Form Templates
Creating Journal Templates
Confirmation Rules and Certification
Applying Confirmation Rules
Setting up Certification in Workflows
Translation and Consolidation
Intercompany Setup
Data Management Steps and Sequences
Dashboard Basics
Planning
Seeding Data
Dashboard Forms, Data Management and Business Rules
Introduction to Security

HollandParker Foundations for OneStream Level 2 (Pilot)