OneStream Introduction, hierarchies and dimensions

OneStream's architecture, navigation, hierarchies, dimensions and core components

What you'll learn
OneStream Software Overview
OneStream Tasks
Solution Exchange Overview
Deployment and Releases
OneStream Key Concepts
OneStream Dimensions and Hierarchies
Security Roles

Requirements
No prerequisites

Description
This course provides a comprehensive introduction to OneStream, a leading Enterprise Performance Management (EPM) platform. Participants will gain a foundational understanding of OneStream's architecture, navigation, and core components, enabling them to confidently explore and work within the platform.

The course covers the core concepts and terminology essential for working effectively with OneStream, including dimensions, hierarchies, metadata management, and data organization. Participants will learn how dimensions serve as the foundation of the OneStream data model and how hierarchies are used to structure, aggregate, and analyze business information across the enterprise.

The course also introduces the OneStream Solution Exchange, where users can discover, download, and deploy solutions, applications, and accelerators to extend platform functionality.

By the end of the course, students will be familiar with key OneStream concepts, terminology, and features, providing a solid foundation for further learning and practical application in real-world business environments.

What You Will Learn

- Overview of OneStream and Enterprise Performance Management (EPM)

- OneStream architecture and platform components

- Core business processes supported by OneStream

- Navigation and user interface fundamentals

- Key concepts, terminology, and best practices

- Introduction to reporting, dashboards, and analytics

- Exploring the OneStream Solution Exchange

- Introduction to OneStream Dimensions and their importance

- Overview of standard dimensions (Account, Entity, Time, Scenario, Flow, Origin, Intercompany, and Cube)

- Dimension hierarchies and member relationships

- Parent-child structures and aggregation concepts

- Member properties, attributes, and metadata management

- Dimension security and governance considerations

- Best practices for dimension design and maintenance

Learning Outcomes

By the end of this course, students will be able to

- Understand the purpose and value of OneStream as an EPM platform

- Navigate the platform with confidence

- Explain the key components and architecture of OneStream

- Identify common business processes managed within OneStream

- Access and evaluate solutions available through the Solution Exchange

- Apply foundational OneStream concepts and terminology in professional environments

- Explain the purpose and functionality of dimensions within OneStream

- Identify and describe standard and custom dimensions

- Navigate and manage dimension hierarchies effectively

- Build a strong knowledge base for advanced OneStream training and certifications

Who this course is for
Beginners who want to learn OneStream in detail