OneStream Training Online with Certification

6 Lesson

20 Hours

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OneStream training covers concepts and tools for enabling corporate performance management (CPM), including financial consolidation, planning, reporting, and analytics. Build your skills in data integration, workflow automation, financial modeling, and dashboard creation.

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OneStream Course Overview

This OneStream online training includes hands-on learning to help participants understand real-world business processes and improve financial operations using a unified CPM platform.

Prerequisites

Basic knowledge of finance and accounting
Proficiency in Microsoft Excel
Familiarity with corporate performance management (CPM) concepts
Understanding of data integration and ETL processes

What Will You Learn

Overview of OneStream Platform
Application Design and Configuration
Data Integration and Management
Financial Consolidation and Reporting
Planning, Budgeting, Forecasting, and IBP
Dashboards, Visualizations, and Embedded Insights
Account Reconciliations and Transaction Matching
ESG Reporting and Advanced Solutions
Automation, AI, and Advanced Features
Administration and Maintenance

Key Features

Experienced & Professional Trainers
Small Batches Upto 10 Participants
1 On 1 Training Option Available
100% Money-Back Guarantee
24 X 7 Lifetime Support
Instructor Led Training: 20 Hrs

Course Curriculum

Lesson 1 - Getting Started with OneStream

1. OneStream Overview

2. In the OneStream Product

3. Introduction to Metadata

4. Introduction to Cubes

5. Introduction to Workflow

6. Introduction to Reporting

Lesson 2 - OneStream Administration

1. Introduction to the Administrator Role

2. Application Tools for Administrators

3. Managing Users, Application Extracts, and Distinguishing Environments

4. Application Properties

5. Working with Dimensions and Members

6. Working with Extensibility

7. Working with Cubes

8. Building the Workflow

9. Data Sources

10. Transformation Rules

11. Configuring the Workflow for Data Import

12. Importing Data

13. Options for Data Entry

14. Setting up Form Templates

15. Manual Data Entry Using Forms

16. Investigating Data

17. Processing the Workflow

18. Confirming Data Quality

19. Signing Off the Data

20. Workflow Administration Tools

21. Comparing and Extracting Metadata

22. Communicating Changes with Dashboards

23. Considering an Upgrade

24. Upgrading

25. Increasing Your Knowledge

Lesson 3 - Building Basic Reports

1. Reporting and OneStream

2. Connecting Reports to

3. Application Design

4. Building a Simple Cube

5. Using the Member Filter

6. Cube View Performance

7. Introduction to Formatting

8. Building Calculations

9. Applying Overrides

10. Parameters Overview

11. Parameter Types

12. Introduction to Report Books

13. Adding Content to Report

14. Books

15. Quick Views

16. Cube Views in Spreadsheet

17. OneStream Retrieves

Lesson 4 - Configuring Core Application Security

1. Relationships between users, groups, roles, and objects

2. Security toolbar icons

3. Exclusion groups

4. Areas throughout OneStream where security can be applied

5. Steps for creating and cloning users

6. Steps for creating groups and for adding users and groups to groups

7. Impact of dimension and dimension member security on users’ access to dimensions, members, and data

8. Security options available on cubes

9. Workflow security properties

10. System Roles and Application Roles

11. Relationship between role security and object security

12. MarketPlace Security Template

13. Slice security overview

Lesson 5 - Implementing OneStream

1. OneStream Project o Getting Started with a OneStream Project o Kicking off a OneStreamProject

2. Adding Dimensions - Configuring the Time, Dimension, Building Out the Dimension Library, Adding Information Through Metadata Builder

3. Cubes and Extensibility - Basic Cube Configuration, Level 1 Data Unit

4. Cubes and Extensibility (Continued) - Extensibility and Cube Design, Revisiting Metadata

5. Building the Workflow - Basic Cube Configuration, Connecting Metadata toWorkflow

6. Building the Workflow (Continued) - Connecting Metadata to Workflow, Importing Data into OneStream, Loading OneStream Data to the Cube, Setting Up and Managing Data Sources, Building Transformation Rules

7. Building the Workflow (Continued) - Importing Data into OneStream, Level 2 Data Unit, Historical Imports

8. Importing Data Into OneStream

9. Enhancing the Workflow Import Step

10. Setting Up OneStream for

11. Data Entry

12. Understanding Data Entry Options

13. Creating Form Templates

14. Workflow Setup and Configuration

15. Keying in Data Through a

16. Cube View Form

17. Using Spreadsheet/Excel

18. Add-In for Data Entry

19. Using Journals

20. How to Run Calculations in OneStream

21. Getting Started with Financial Calculations

22. How to Run Calculations in OneStream (Continued)

23. Running Calculations

24. Finalizing the Workflow

25. Creating Confirmation Rules

26. Configuring Certification

27. Wrapping up the Workflow

28. Workflow Design

29. Diving into Workflow Design

30. Designing a Workflow Structure

31. Expediting the Workflow Build

Lesson 6 - Building Dashboards

1. Explore Dashboards from an End User Perspective

2. The Power of Dashboards in OneStream

3. Explore Dashboards from an Administrator Perspective • Workspace Structure and Design Mode

4. Edit Dashboard Components

5. User Interface Components and Formatting

6. Data Components and Data Adapters

7. Create a Dashboard Using BI Viewer

8. Workspace Structure and Naming Conventions

9. BI Viewer Component

10. Cube Views as Sources of Data and Data Adapters

11. Create a Dashboard from Scratch

12. Dashboard Structure and Layout

13. Grid Layout Type Properties

14. Dashboard Charts

15. Add Interactivity Components to a Dashboard

16. Add Interactivity to Dashboard Data

17. Add Interactivity through Buttons

18. Deploy Dashboards to End Users

19. Methods of Deploying

20. Dashboards to End Users

21. Maintain an Administrator Dashboard

22. Solution Exchange Dashboard

23. Examples Custom Built AdministratorDashboards

24. Build a Landing Page Designing and Building a Landing Page Deploying a Landing Page

25. Troubleshooting Challenge Troubleshooting Dashboard Issues

26. Focused Building Challenge

27. Final Build Challenge

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OneStream Online Training Fees

Online Class Room Program

US $ 1,099.00

100% Money Back Guarantee

Duration : 20 Hrs
Plus Self Paced

Classes Starting From

Fast Track Batch 29 Aug 2026
Weekday Batch 31 Aug 2026
Weekend Batch 29 Aug 2026

Corporate Training

Customized Training Delivery Model
Flexible Training Schedule Options
Industry Experienced Trainers
24x7 Support

Trusted By Top Companies Worldwide

Want to know Today's Offer

OneStream Certification and Exams

Our training prepares you for the official OneStream certification exams. Below are the details:

OneStream Certified Associate (OCA) - Implementation Foundations (OS-101) / Administration R2 (OS-102)
OneStream Certified Specialist (OCS) - Reports and Dashboards
OneStream Certified Professional (OCP) - Core Platform Architect / Lead Architect
OneStream Certified Master (OCM)

Exam Format:

Exam Mode: Online
Question Type: Multiple-choice / Scenario-based
Duration: 2.5 hours
Passing Score: 65-70% (may vary per exam)
Language: English

These certifications are valid for 24 months, with options to extend through continued learning activities and earning OnePoints.

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OneStream Training Online with Certification