Training End Users

New Contributor II



Hi everyone!

As a new OneStream administrator for my company (we’re hoping to Go Live this month), I would like to set up some trainings for end users. I expect most of my team will be using the Excel Add-in for their monthly analyses.

Does anyone have any suggestions of how to approach end user training? Are there any areas where you wished you had spent more time during training?



New Contributor III


We had success when our users went in and started recreating the reports that were no longer being maintained in the the legacy system. Rebuilding a report into a OneStream CV from scratch went a long way in getting used to the system and helped us retain the information. Another thing that helped is having them do the data validation. i.e. in this dashboard why does Actuals not populate but Forecast does. It is because your UD2 dimension is hardcoded to “None” and since Actuals are pulling in a valid voucher type that data is being populated while Forecast data that is coded to “None” is pulling in.


Completely agree with Haaris - we trained our users on how to use the QV buttons and menu options and then left it up to them to recreate old pulls with OS data (reaching out to the FinSys/admin team as needed).

We also host a reporting training class (among others) the last week of every month so if a user needs a brush up, they can sign up. We go through the ins and outs of QVs, CVs and formula pulls then walk through the users on anything they want to pull.

Our method has been if a user has a question on building a QV, we jump on a call with them and walk them through the build via screen share - we try not to get involved with building it and providing because this way, users will be more likely to own their data and files going forward.

The best way to learn is to do so any hands on training you can provide is likely to stick better and then you can provide more general documentation so users have it as a reference. Good luck!

Absolutely love the idea of hosting a report training class the last week of every month.

New Contributor III

While I was in industry and converting from HFM to OneStream, one of the things we did for end-user training was create a scavenger hunt that forced them to change all the dimensions in order to get a desired result. It seemed to help them connect with what each dimension was being used for and how to combine the different dimensions in order to get different slices of the data. We also held multiple report building workshops (that were unfortunately poorly attended).

New Contributor III

Coming from a non-Oracle/EPM tool, I had to spend a good bit of time just on reviewing the POV and each Dimension. We had complex relationships between 4 UD’s that drives accurate reports. Users found it very helpful to understand this first before getting into creating QV’s. Also recorded all sessions and had it available for review and new hires.

New Contributor III

These are some awesome approaches for training! I am going to be looking for ways to use them at our company! We found that some user groups we could do a group training session and others needed more individual training. For those that learned better with individual training we created liaison roles. Those liaisons then handled the training for the specific users they were assigned. This worked well because the users now have a point person they can reach out to anytime they have questions

Good luck with your training Molly!

New Contributor II

we had a 2 hour class for different groups during the first week. the first one was everyone just going over the basic here is how you get in etc. the next class was only for our plant accounting group, as they had specific workflows. We touched on digging deeper and looking updata, pulling the cube views that we had created for them. The next class for the plant accounting group was how to take their essbase excel sheets and make them Onestream sheets. doing quick views and XFget formulas etc. (we did this for the SGA Group next) We separated so that everyone was not overwhelmed by the change. Then for 3 weeks we did what we called office hours. 1 hour every day they could come into the teams call and if they had an issue we would walk through it. We found that was really a great way for employees, as some of them had the same questions and when they saw someone working through it. They also learned. Our employees had mentioned to me that they really enjoyed the office hours