OneStream Training Online with Certification

119 Lessons

40 hours

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 Training Online with Certification

About Course

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

Who Should Attend OneStream Training?

Finance and Accounting Professionals
OneStream Administrators
Finance Analysts and Power Users
OneStream Consultants and Implementation Professionals
Developers
Finance Managers
OneStream Architects
Professionals Preparing for OneStream Certification

Course Curriculum

Course Content

Lesson 1 – Getting Started with OneStream

OneStream Overview
In the OneStream Product
Introduction to Metadata
Introduction to Cubes
Introduction to Workflow
Introduction to Reporting

Lesson 2 – OneStream Administration

Introduction to the Administrator Role
Application Tools for Administrators
Managing Users, Application Extracts, and Distinguishing Environments
Application Properties
Working with Dimensions and Members
Working with Extensibility
Working with Cubes
Building the Workflow
Data Sources
Transformation Rules
Configuring the Workflow for Data Import
Importing Data
Options for Data Entry
Setting up Form Templates
Manual Data Entry Using Forms
Investigating Data
Processing the Workflow
Confirming Data Quality
Signing Off the Data
Workflow Administration Tools
Comparing and Extracting Metadata
Communicating Changes with Dashboards
Considering an Upgrade
Upgrading
Increasing Your Knowledge

Lesson 3 – Building Basic Reports

Reporting and OneStream
Connecting Reports to
Application Design
Building a Simple Cube
Using the Member Filter
Cube View Performance
Introduction to Formatting
Building Calculations
Applying Overrides
Parameters Overview
Parameter Types
Introduction to Report Books
Adding Content to Report
Books
Quick Views
Cube Views in Spreadsheet
OneStream Retrieves

Lesson 4 – Configuring Core Application Security

Relationships between users, groups, roles, and objects
Security toolbar icons
Exclusion groups
Areas throughout OneStream where security can be applied
Steps for creating and cloning users
Steps for creating groups and for adding users and groups to groups
Impact of dimension and dimension member security on users’ access to dimensions, members, and data
Security options available on cubes
Workflow security properties
System Roles and Application Roles
Relationship between role security and object security
MarketPlace Security Template
Slice security overview

Lesson 5 – Implementing OneStream

OneStream Project o Getting Started with a OneStream Project o Kicking off a OneStreamProject
Adding Dimensions – Configuring the Time, Dimension, Building Out the Dimension Library, Adding Information Through Metadata Builder
Cubes and Extensibility – Basic Cube Configuration, Level 1 Data Unit
Cubes and Extensibility (Continued) – Extensibility and Cube Design, Revisiting Metadata
Building the Workflow – Basic Cube Configuration, Connecting Metadata toWorkflow
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
Building the Workflow (Continued) – Importing Data into OneStream, Level 2 Data Unit, Historical Imports
Importing Data Into OneStream
Enhancing the Workflow Import Step
Setting Up OneStream for
Data Entry
Understanding Data Entry Options
Creating Form Templates
Workflow Setup and Configuration
Keying in Data Through a
Cube View Form
Using Spreadsheet/Excel
Add-In for Data Entry
Using Journals
How to Run Calculations in OneStream
Getting Started with Financial Calculations
How to Run Calculations in OneStream (Continued)
Running Calculations
Finalizing the Workflow
Creating Confirmation Rules
Configuring Certification
Wrapping up the Workflow
Workflow Design
Diving into Workflow Design
Designing a Workflow Structure
Expediting the Workflow Build

Lesson 6 – Building Dashboards

Explore Dashboards from an End User Perspective
The Power of Dashboards in OneStream
Explore Dashboards from an Administrator Perspective • Workspace Structure and Design Mode
Edit Dashboard Components
User Interface Components and Formatting
Data Components and Data Adapters
Create a Dashboard Using BI Viewer
Workspace Structure and Naming Conventions
BI Viewer Component
Cube Views as Sources of Data and Data Adapters
Create a Dashboard from Scratch
Dashboard Structure and Layout
Grid Layout Type Properties
Dashboard Charts
Add Interactivity Components to a Dashboard
Add Interactivity to Dashboard Data
Add Interactivity through Buttons
Deploy Dashboards to End Users
Methods of Deploying
Dashboards to End Users
Maintain an Administrator Dashboard
Solution Exchange Dashboard
Examples Custom Built AdministratorDashboards
Build a Landing Page Designing and Building a Landing Page Deploying a Landing Page
Troubleshooting Challenge Troubleshooting Dashboard Issues
Focused Building Challenge
Final Build Challenge

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Self Paced Learning

₹65,940.00

✓ Refund Policy

Duration: 40 hrs
119 Lessons & Practical Labs
Lifetime Full Access & Free Upgrades
Downloadable Study Materials & Code Labs
Recognized Certification of Completion
24x7 Online Support & Learner Forum

Placement Partners

Want to know Today's Offer

OneStream Training Online with Certification Certification Exam

Upon completing the OneStream Training Online with Certification, you will receive a globally recognized certification that validates your expertise in professional skills and industry best practices. This certification is a testament to your practical knowledge, hands-on skills, and professional readiness.

The Technology certification exam assesses your ability to apply real-world concepts, tools, and techniques learned during the course. Certified professionals are in high demand across industries, opening doors to exciting career opportunities and higher salary potential.

Our certification is recognized by top employers and organizations worldwide. Whether you are looking to advance your current career, switch to a new role, or demonstrate your expertise to clients, this certification gives you the competitive edge you need in today’s fast-paced technology landscape.

Frequently Asked Questions

The OneStream Training Online with Certification is designed to provide comprehensive, in-depth training in OneStream Training Online. 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 Who Should Attend OneStream Training? The program covers foundational concepts through to advanced techniques to ensure you gain job-ready expertise.

This course is ideal for beginners, IT enthusiasts, and working professionals who want to build or advance their career in OneStream Training Online and qualify for relevant industry roles. There are no stringent prerequisites—basic computer proficiency and a willingness to learn are all that is required. Foundational topics are thoroughly covered during onboarding.

The course is delivered through interactive, live online sessions led by industry experts. You will also have 24/7 access to LMS resources, study materials, and session recordings so you can catch up or revise at your convenience if you miss any live classes.

Yes, hands-on learning is a core component of this course. You will work on practical assignments, real-life use cases, and capstone projects using OneStream Training Online tools and best practices, helping you build a portfolio to showcase to hiring managers.

Upon successful completion of the course curriculum and project assessments, you will be awarded an industry-recognized Certificate of Completion from Kodestree. We also offer career assistance, including resume-building workshops, mock technical interviews, and job opportunities to help you transition into relevant industry roles.

Contact Us Worldwide

Call:
+91 7204614489

WhatsApp:
+91 7204614489

Email:
admissions@kodestree.com

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The trainers explained concepts through real-world attack scenarios, which I was able to apply on the job right after the course. Structured curriculum and hands-on labs were the best part.

Ankit Sharma

SOC Analyst

Cyber Security Course

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After the CSM training, I can confidently facilitate Sprint ceremonies. The trainer's practical approach and real project examples were extremely helpful.

Priya Menon

Scrum Master

Certified ScrumMaster (CSM)

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Agile concepts were explained clearly, especially backlog management and team facilitation. A bit more time would have made it even better, but overall a solid course.

Rahul Verma

Project Manager

Certified ScrumMaster (CSM)

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Even as a beginner, I never felt lost — the step-by-step labs and doubt-clearing sessions made switching careers so much easier.

Sneha Kapoor

Cloud Security Engineer

Cyber Security Course

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This training gave me more than just a certification — it gave me a Scrum Master mindset. The modules on servant leadership and conflict resolution were the most valuable.

Vikram Singh

Agile Coach

Certified ScrumMaster (CSM)

OneStream Training Online with Certification

About Course

Prerequisites

What Will You Learn

Who Should Attend OneStream Training?

Course Curriculum

Course Content

Lesson 1 – Getting Started with OneStream

OneStream Overview

In the OneStream Product

Introduction to Metadata

Introduction to Cubes

Introduction to Workflow

Introduction to Reporting

Lesson 2 – OneStream Administration

Introduction to the Administrator Role

Application Tools for Administrators

Managing Users, Application Extracts, and Distinguishing Environments

Application Properties

Working with Dimensions and Members

Working with Extensibility

Working with Cubes

Building the Workflow

Data Sources

Transformation Rules

Configuring the Workflow for Data Import

Importing Data

Options for Data Entry

Setting up Form Templates

Manual Data Entry Using Forms

Investigating Data

Processing the Workflow

Confirming Data Quality

Signing Off the Data

Workflow Administration Tools

Comparing and Extracting Metadata

Communicating Changes with Dashboards

Considering an Upgrade

Upgrading

Increasing Your Knowledge

Lesson 3 – Building Basic Reports

Reporting and OneStream

Connecting Reports to

Application Design

Building a Simple Cube

Using the Member Filter

Cube View Performance

Introduction to Formatting

Building Calculations

Applying Overrides

Parameters Overview

Parameter Types

Introduction to Report Books

Adding Content to Report

Books

Quick Views

Cube Views in Spreadsheet

OneStream Retrieves

Lesson 4 – Configuring Core Application Security

Relationships between users, groups, roles, and objects

Security toolbar icons

Exclusion groups

Areas throughout OneStream where security can be applied

Steps for creating and cloning users

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

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

Security options available on cubes

Workflow security properties

System Roles and Application Roles

Relationship between role security and object security

MarketPlace Security Template

Slice security overview

Lesson 5 – Implementing OneStream

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

Adding Dimensions – Configuring the Time, Dimension, Building Out the Dimension Library, Adding Information Through Metadata Builder

Cubes and Extensibility – Basic Cube Configuration, Level 1 Data Unit

Cubes and Extensibility (Continued) – Extensibility and Cube Design, Revisiting Metadata

Building the Workflow – Basic Cube Configuration, Connecting Metadata toWorkflow

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

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