OneStream: Financial Consolidation & Planning

Categories: Finance & EPM
Wishlist Share

About Course

Implement OneStream for consolidation, reporting, planning and account reconciliations on one platform.

Who this training is for

  • Finance and FP&A teams
  • EPM consultants

Syllabus

  1. Module 1: Platform overview — Application, dimensions, cubes
  2. Module 2: Data integration — Import, validation, mapping
  3. Module 3: Consolidation — Currency, eliminations, ownership
  4. Module 4: Planning — Workflows, forms, drivers
  5. Module 5: Reporting — Cube views, dashboards

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

Show More

What Will You Learn?

  • Design dimensions and cubes
  • Configure consolidation and eliminations
  • Build planning and forecasting workflows
  • Create reports and dashboards

Course Content

Module 1: Platform overview
Application, dimensions, cubes

Module 2: Data integration
Import, validation, mapping

Module 3: Consolidation
Currency, eliminations, ownership

Module 4: Planning
Workflows, forms, drivers

Module 5: Reporting
Cube views, dashboards

Student Ratings & Reviews

No Review Yet
No Review Yet
Scroll to Top