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OneStream Introduction, hierarchies and dimensions
Created byVarsha Suryawanshi
Last updated 6/2026
English

What you'll learn

  • OneStream Software Overview
  • OneStream Tasks
  • Solution Exchange Overview
  • Deployment and Releases
  • OneStream Key Concepts
  • OneStream Dimensions and Hierarchies
  • Security Roles

Explore related topics

Course content

1 section • 5 lectures • 46m total length

  • OneStream Introduction15:40

    Students will be able to understand the fundamentals of OneStream, including its architecture and overall structure. They will learn the key business processes and tasks that can be performed within the platform, explore the Solution Exchange where OneStream Solutions and applications can be downloaded, and gain familiarity with key concepts, terminology, and features essential for working effectively with OneStream.

  • OneStream Dimensions - Part 16:43

    This course provides an in-depth introduction to OneStream Dimensions, one of the most important concepts within the OneStream platform. Dimensions serve as the foundation for organizing, storing, and analyzing business data, enabling organizations to perform financial consolidation, planning, reporting, and analytics with consistency and accuracy.

    Participants will learn the purpose and structure of dimensions, how they interact within the OneStream data model, and their role in supporting enterprise-wide reporting and performance management processes. The course explores both standard and custom dimensions, helping learners understand how business information is categorized and managed across the platform.

    What You Will Learn

    • Introduction to OneStream Dimensions and their importance

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

    • Understanding extensible dimensions and custom dimensions

    • 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

  • OneStream Dimensions - Part 29:56

    This course provides an in-depth introduction to OneStream Dimensions, one of the most important concepts within the OneStream platform. Dimensions serve as the foundation for organizing, storing, and analyzing business data, enabling organizations to perform financial consolidation, planning, reporting, and analytics with consistency and accuracy.

    Participants will learn the purpose and structure of dimensions, how they interact within the OneStream data model, and their role in supporting enterprise-wide reporting and performance management processes. The course explores both standard and custom dimensions, helping learners understand how business information is categorized and managed across the platform.

    What You Will Learn

    • Introduction to OneStream Dimensions and their importance

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

    • Understanding extensible dimensions and custom dimensions

    • 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

  • OneStream Dimensions - Part 311:56
  • Quick tips - Cube POV2:33

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

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