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OneStream Associate Certification (OCA)
Implementation Foundations Study Guide
Section 4 2026/2027 | Verified Q&A |
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Fixed files - correct answer- Data files that have a standard, repeatable, consistent format - mapped by designated column ranges based on the number of characters within the source file Delimited files - correct answer- Data that is separated by a special character like a comma Connectors - correct answer- Provide the ability to import data directly from an external system - no files required Connector business rule - correct answer- Contains a custom .NET code to integrate directly with a source system through application programming interfaces (APIs)
Data management export sequences - correct answer- Data is copied from one place into another through an import step of a workflow profile - viable when copying data from one cube or scenario into another via a workflow process One to one transformation rule - correct answer- Allows one source dimension member to be mapped or transformed to one target dimension member explicitly; only for scenario, time, and view dimensions One to one examples - correct answer- actual → actual 05/31/2021 → 2021M monthly → MTD 23099 → 23000 Composite transformation rule - correct answer- Maps conditionally; dimensional tags can be used to include another dimension in the evaluation Composite example - correct answer- A#51000:UD2#H* → UD1 member of sales Range transformation rule - correct answer- Gives upper and lower limit of a range; any member that falls within the range will be mapped to the corresponding target member. Range example - correct answer- accounts 21230~21239 → 20300 List transformation rule - correct answer- Allows the user to create a delimited list of members, separated by a semicolon, that all map to the same target
Moving a default workflow profile into a DO_NOT_USE structure - correct answer- o Select the default workflow profile o Click the 'move current workflow profile as child of another profile' icon in the toolbar o Select the DO_NOT_USE profile in the relative drop down list Assigning entities to workflow profiles - correct answer- o Application > workflow > workflow profiles o Click on the drop down arrow and select the desired cube root workflow profile o Click on the desired workflow profile in the profiles list o Click on the entity assignment tab o Double click on an entity in the unassigned entities list Workflow tasks - correct answer- Import, validate, and load Import Task - correct answer- Data imported from a source or connector. Validation Task - correct answer- Loaded data can be transformed and mapped Load Task - correct answer- Transfers data from state to cube. Form input - correct answer- Data can be manually entered and loaded into required and optional forms Journal input - correct answer- Adjustment data can be manually entered and loaded into required and optional journals
Workspace - correct answer- Custom dashboard that can be used for various purposes like entering data Process - correct answer- Processes the loaded data using the workflow profile's calculation definitions to calculate, translate, and consolidate data as needed Confirm - correct answer- Runs the confirmation rules for the workflow to check the validity of the processed data Certify - correct answer- Certification questions are answered by unassigned users to sign off on the loaded and processed data - typically the final step in a workflow Central Import - correct answer- Central import, central form input, and central journal input tasks that allow data to be loaded for entities not assigned to the workflow Central Example - correct answer- If one user loads data for all entities Benefit of configuring workflow properties through grid view - correct answer- Useful for reviewing and updating workflow configuration since you can easily update the properties of multiple workflow profiles from a single screen → mass updates Steps to configure workflow properties - correct answer- - Application > workflow > workflow profiles > select a cube root workflow profile in the workflow hierarchy > grid view tab > grid settings icon
Error (fail) - correct answer- Status is red and the user could be blocked from proceeding with the workflow until the failed condition is cleared Failure message: - correct answer- Specifies the text that displays when the rule fails and the action for the rule was set to error(fail) - can provide guidance to the user regarding why the rule failed and how to resolve it Warning Message: - correct answer- Displays when the rule fails and the action was set to warning (pass) Writing Confirmation: Rule formula icon - correct answer- Rule editor will open and you can write confirmation rules or finance business rules using the available snippets (can be filtered on the left side) Certification - correct answer- Certification is often required as the final step in a base input, parent input, or review profile ** Consolidations and rules can still run post-certification but if no entities are assigned to the workflow profile, then the data can still be changed in other locations since the user is only signing off on the workflow profile itself Segregation of duties during financial close: - correct answer- Ensures that the same person who completes the certification process is not the same person who loaded the data through an import or form (good for SOX compliance) Audit trail: - correct answer- Every action a user completes within the certification process is tracked within OS
Quick certify: - correct answer- Used when certification questions are not required
- mostly used for budgeting or planning Certifying with a questionnaire: - correct answer- Mostly used for Sarbanes-Oxley (SOX) questions and specific audit requirement based on client needs ** Can be as simple as yes/no answers, but also require users to provide an explanation Form Types: - correct answer- Cube Views, Dashboards, Spreadsheets ** Allow users to have a secure, structured format in which they can manually enter data ** Provides functionality for spreading and allocating data ** Often used for budgeting, forecasting, and roll forward data Form Type: Cube views - correct answer- Common for supplemental data entry on consolidation projects - offer a simple, easy to build, secure, and configurable method for allowing data entry ** Flexible and can be used as a data adapter for a dashboard presentation and also be pulled into the spreadsheet tool
Keying in data - correct answer- Select the workflow profile, and then select the input form to complete ** Can also enter commentary - configured in the form through the view dimension ** You can add an Excel file to an existing form template and fill in data that way too Form Input - correct answer- Manual data entry into required forms. Journal Types - correct answer- Create journal templates and decide on the properties Journal template: how will it appear to the user and what can they edit? - correct answer- Type, requirement level, frequency Journal: what type of journal template is it, and will it impact multiple entities? - correct answer- Type options: standard, for allocations, or auto reversing What dimension types should this journal be posting to and which ones should vary by line item? - correct answer- Stores the dimension members that do not make up journal line items - may not need to be defined in journal template, but do need to be defined before the journal is posted
