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Application Build For Administrators: Classroom

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Snehasis Basu
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229 views2 pages

Application Build For Administrators: Classroom

Uploaded by

Snehasis Basu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CLASSROOM

Application Build for Administrators


Course Description
This 4-day, live hands-on course involves building out a simple application starting from scratch. The goal of the course is to
create a foundation of knowledge about most of the OneStream XF features. This is achieved using simple examples that
cover a few iterations of the build process.

Who Should Attend


The attendees for this class are limited to OneStream Customer Administrators and OneStream Employees.

Registration
Training registration and payment are completed through our online registration system via the OneStream University website:
www.onestreamsoftware.com/services/training. Payments can be made by credit card or wire transfer. Once registration is
complete, you will receive a training confirmation and a receipt.
Upon training registration and payment, qualified OneStream Administrators will be given access to OneStream Academy, which
is our online training video library. Academy access will be available within three business days from the time of registration and
login information will be emailed to the attendee via our Okta Administrator.
A qualified OneStream Administrator must meet all of the following:
• Company is a current OneStream Customer, which is defined by a mutually signed Software License Agreement. Academy
access will not be given until the contract is finalized and signed by both parties.
• Currently employed at a OneStream Customer and has a valid company email address If a valid email address is not
provided at the time of registration, Academy access will not be given until the first date of employment.
Complaints should be directed to training@onestreamsoftware.com or OneStream Support Portal at +1 (844) 663-3474.

Prior to Attending Training


Once your project is under way, we recommend waiting approximately three to four weeks before sending your administrators
and only those who will participate in the application build to this course. This will ensure all training attendees receive the right
skills at the right time to keep the project moving without a long gap between learning and doing.
In the circumstance where training occurs prior to the start of the implementation or a new administrator joins the company after
the application is live, we recommend viewing the Application Basics course located in OneStream Academy. This is a four-hour
virtual overview introducing key OneStream concepts. Only qualified Administrators will be given Academy access. Please see
Registration for more details.

OneStream XF Application Build for Administrators Page 1


Agenda
Day 1 Day 3
• OneStream Software Overview • Workflow Design Requirements
• OneStream Key Concepts • Additional Data Sources and Transformation Rules
• Dimensions and Members • Data Quality and Information Delivery
• Cubes {{ Confirmation Rules
• Workflow Structure {{ Certification Questions
• Point of View and Application Properties {{ Calculation Definitions

{{ Using Cube Views and Dashboards in Workflow


Day 2 • Multiple Data Collections in One Application
• Data Collection {{ Using Scenarios for Multiple Collections
{{ Classifying Workflow Activities
{{ Extensible Dimensionality®, Cubes and Workflow
{{ Data Sources and Transformation Rules
• Spreadsheet
{{ Importing Data
{{ Quick Views
{{ Data Entry Forms
{{ Cube Views in Spreadsheet
{{ Journal Templates

• Administrator Workflow Tools Day 4


• Financial Model Refinement • Cube Views
{{ Member Formulas {{ Templates
{{ Foreign Exchange Rates {{ Member Filters
{{ Calculation Types: Calculate, Translate, {{ Calculated Rows and Columns
Consolidate {{ Standard Formatting and Conditional Formatting
{{ Intercompany Elimination {{ Parameters
• Data Management • Dashboard Basics: Dashboard Maintenance Unit
{{ Data Adapters and Files

{{ Components

{{ Layout Types

• Additional Training and Reference Material

Class Size
Public classes require a minimum of three students registered Student Cancellation
within seven days of the class start or they may be cancelled Please refer to the cancellation schedule listed below.
at OneStream’s discretion. Once the registered class size If you cannot attend a training class, you are permitted
reaches its limit (differs by location), it will be closed to to send another employee from your company at no
additional students. additional charge or choose to have a credit made to
your account to use toward a future class.
Continuing Professional Education Credits All cancellations, substitutions and modifications are
completed via our online registration system.
OneStream Software is registered with
the National Association of State Boards
of Accountancy (NASBA) as a sponsor Cancellation Schedule
of continuing professional education on
14 or More Days
the National Registry of CPE Sponsors.
No charge; full refund
State boards of accountancy have final
authority on the acceptance of individual courses for CPE 13 to 7 Days
credit. Complaints regarding registered sponsors may be 50% of fees charged
submitted to the National Registry of CPE Sponsors through Under 7 Days
its website at: www.learningmarket.org. Full fees charged; no refund
32 CPE Credits are available for attending this course in
the areas of Accounting and Computer Science. Contact
training@onestreamsoftware.com if you have interest.

OneStream XF Application Build for Administrators Page 2

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