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Workshops

Our hands-on workshops are designed to give valuable insight into OneStream XF through hands-on learning by our OneStream experts. All materials for the workshops are provided (including the computer). All workshops are offered on Tuesday, 17 September and include lunch in the price. Space is limited and sign up will be offered during the Splash registration process.

Cost*
Early Bird Rate:
€175 / $200
if booked prior to 31 July

Standard Rate:
355 / $400
if booked after 31 July

*Euro Rates are approximate, charge will be in USD.

 

Workshop Sponsor

Spaulding Ridge-1

End User Workshops

Designed for OneStream prospects. Navigate through a simple Workflow viewing some of OneStream’s key Workflow concepts.

The second part of this workshop introduces some key OneStream reporting tools so attendees can gain an appreciation for what is possible. It allows attendees to explore how reports are built, where reports are stored, and how they are used in OneStream.

Tuesday, 9:00 – 16:30 with a 1 hour lunch break

40 attendee limit for the workshop.
Offered to Prospects only.

End User Workshop Agenda

9:00 – 9:30  |  OneStream Basics (Navigation)

9:30 – 11:00  |  Loading Data, Forms, Journals, and Consolidation

11:00 – 12:30  |  Budget Data Loading

12:30  13:30  |  Lunch

13:30 – 15:00  |  What If Modeling and Variance Analysis

15:00 – 16:30  |  Reporting In OneStream (Extensible Docs, Guided Reporting, Analysis Wizard)

Administrator Workshops

Designed for seasoned OneStream users looking to gain more exposure to specific concepts and tips and tricks for any OneStream application. There are no prerequisites required, however, these are advanced workshops where OneStream XF experience is highly recommended. The Administrator Workshops are best positioned for attendees who have had some level of training and past experience with these OneStream features. New users or those without OneStream experience will benefit more from the End User Workshops.

Topics Covered:
Budgeting/Planning: This workshop covers OneStream’s budgeting and planning features through seeding data, performing allocations and data spreading.  Skill Level: Basic

Task Manager: This workshop covers the concepts and implementation of the Task Manager Solution.  Skill Level: Intermediate

Dashboard Basics: This workshop provides an overview of Dashboard Maintenance Units and how different layouts and Components are used. 

Skill Level: Basic

Tuesday, 9:00 – 16:45 with a 1 hour lunch break

30 attendee limit for the workshop.
Offered to Partners and Customers only.

Power User Workshop

Designed for OneStream customers looking to gain more exposure to functional concepts within OneStream.

There are no prerequisites required, however, this workshop focuses on functional administration and reporting within OneStream. The workshop introduces some key OneStream functionality so attendees can gain insight to Reporting, Dashboarding, Excel Add-in, and Metadata through guided exercises.

Skill Level: Basic

Tuesday, 9:00 – 16:30 with a 1 hour lunch break

25 attendee limit for the workshop.
Offered to Existing Customers only.

Power User Workshop Agenda

9:00 – 9:30  |  OneStream Basics (Navigation and Metadata Review)

9:30 – 11:00  Spreadsheets (Quick Views, Cube Views in Excel, and Retrieves)

11:00 – 12:00  |  Cube View Basics Part 1 (Build, Filters, Calculated, and Parameters)

12:00 – 13:00Lunch

13:00  14:15  |  Cube View Basics Part 2 (Build, Filters, Calculated, and Parameters)

14:15 – 16:30  Dashboards Basics (Simple Build)