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OneStream Specialist Certification Training

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Advance your career with OneStream Specialist training from Multisoft Virtual Academy. Learn financial consolidation, budgeting, and reporting with expert guidance. Get hands-on experience with real-world scenarios and industry-relevant case studies. Enroll now to become a certified OneStream professional and excel in Enterprise Performance Management (EPM) solutions.

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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

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Course Highlights

Duration: 24 Hrs
Subject Matter Expert
After Training Support
Lifetime e-Learning Access
Recorded Sessions
Free Online Assessments

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OneStream Specialist Certification Training Course Syllabus

Curriculum Designed by Experts

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OneStream Specialist Training by Multisoft Virtual Academy is designed to equip professionals with in-depth knowledge of OneStream, a leading Enterprise Performance Management (EPM) platform. This training covers essential concepts such as financial consolidation, budgeting, forecasting, reporting, and analytics, enabling participants to optimize financial processes within an organization. The course provides hands-on experience with real-world scenarios, helping learners gain proficiency in OneStream’s functionalities, including data integration, workflow automation, and dashboard reporting. Participants will also explore advanced topics such as extensibility framework, cube views, and financial data quality management. Led by industry experts, the training ensures a comprehensive understanding of how to implement and configure OneStream for various business needs. Professionals from finance, accounting, IT, and consulting backgrounds will benefit from this course, as it prepares them for roles in financial planning and analysis (FP&A), corporate performance management, and EPM solution implementation.

By the end of the training, participants will have the expertise to streamline financial operations, improve decision-making, and drive organizational success using OneStream. Whether you are a beginner or an experienced professional, this course will enhance your skill set and open new career opportunities in the growing EPM industry. Enroll today to advance your expertise!

OneStream Specialist Training equips professionals with expertise in OneStream XF, a leading Corporate Performance Management (CPM) platform. This course covers financial consolidation, budgeting, forecasting, reporting, and data integration. Participants learn workflow automation, dashboard creation, and security administration, preparing them for OneStream certification and career growth in financial planning and analysis.

Introduction to Planning in OneStream
Types of Planning and
Planning Applications
Planning Processes and Design
Common Requirements
Metadata Design for Financial Planning Process
Scenario Dimension and Key Properties
Unified and Operational
Design Models
Vertical and Horizontal Extensibility
Entity Dimension Alternatives
Account Level Dimensions
Cube Designs for Planning
Workflow Structure and Design
Application Properties and Actual Data Load
Data Entry Forms Cube Views Dashboards
Workspaces
Planning Calculations
Calculation Design
Considerations and Process
DynamiTime Variables
Custom Calculations and Durable Data
Driver Based Calculations
Seeding Calculations
Data Management and Custom Calculations
Using Excel/Spreadsheet for Data Entry
Allocations
Allocation Types
Allocation Calculations
User Defined Attribute
Members
Entity Aggregation
Process Enhancements
End of course challenge

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Dashboard Requirements and Design
Creating Custom Layouts
Dashboard Workspace Design
ƒ Using Custom
Calculations via Data Management
ƒ Integrating Workflow
Tasks via Dashboard
Extender Business Rules
Dashboard Design for Relational Blending
ƒ Cube Data and Stage Data
ƒ Dashboard Data Sets and SQL Queries
ƒ Using XFBR String
Business Rules
Dashboard Design for Role Based Functionality

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Overview
Welcome to the Basics of Data
Integration course
Data Integration Overview
Business Rules
Inbound Integrations
Database Connections
Database Connection and Import Data
Web Services Connections
Services Integration
Integration to Import Data Using
REST API
Flat File Integrations
Integration with an FTP Server
Course Conclusion
Assessment
Course Survey
Course Credits

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OneStream Specialist Certification Training Description

Understand the fundamentals of OneStream XF and its role in Corporate Performance Management (CPM).
Learn how to perform financial consolidation, budgeting, forecasting, and reporting using OneStream.
Gain expertise in data integration, workflow automation, and financial data management.
Master the configuration and administration of OneStream applications.
Develop dashboarding and analytics skills for financial insights and decision-making.
Explore data blending techniques to unify financial and operational data.
Understand the financial close process, including reconciliation and compliance reporting.

Finance Professionals
Business Analysts
Financial Controllers
Accountants
IT Professionals involved in CPM Implementation
ERP Consultants
Financial Planning & Analysis (FP&A) Experts
Data Analysts
Corporate Finance Managers
Risk & Compliance Professionals

Basic knowledge of financial planning and analysis (FP&A)
Understanding of financial consolidation, budgeting, and reporting
Familiarity with Corporate Performance Management (CPM) concepts

OneStream Specialist Certification Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

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OneStream Specialist Certification Corporate Training Certification

Interactive Virtual Training

Global Subject Matter Experts
Step-by –Step Learning Approach
Instant Doubt Clearing

Lifetime Access

Lifetime E-learning Access
Recorded Training Session Videos
Free Access to Practice Tests

24x7 Assistance

Help Desk Support
Doubt Resolution in Real-time
After Training Support

Hands on Experience

Project Based Learning
Learning based on real-life examples
Assignments and Practice Tests

Globally Recognized Certificate

Multisoft Training Certificate
Globally Recognized and Accepted
Lifetime Validity

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OneStream Specialist Certification Training FAQ's

Yes, participants will receive a course completion certificate from Multisoft Virtual Academy, helping them advance in financial planning and corporate performance management roles.

Yes, the OneStream Specialist Training is offered in both instructor-led online and self-paced learning modes.

This training enhances your skills in OneStream XF, opening opportunities in financial consolidation, reporting, and corporate performance management roles, making you a valuable asset in the industry.

The course is delivered online through instructor-led live sessions, allowing participants to interact with experts and gain hands-on experience through practical exercises and real-world scenarios.

To contact Multisoft Virtual Academy you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number +91 8130666206