Learning a new tool is exciting… but it can also feel overwhelming.

You log in for the first time, you see dozens of courses, and suddenly you’re asking yourself:

“What do I need? Is this relevant? What is essential? Am I learning the right things, in the right order?”

That moment — the moment between motivation and uncertainty — is exactly why we built Learning Paths in OneStream Navigator.

Learning Paths give you a guided, structured journey so you always know where to begin, where you’re going, and how you’ll get there.

What Is a Learning Path?

A Learning Path is more than a list of courses. It’s a curated, role-based progression designed to build capability the same way real OneStream projects unfold.

Each Learning Path includes:

✔ A clear description of what you’ll learn

What the path covers, why it matters, and the outcomes you can expect.

✔ The intended audience and role

So you know instantly whether it matches your responsibilities.

✔ Milestones that mirror real project stages

Pre-implementation, design, build, testing, post go-live, and beyond.

✔ Recommended Certification Pathways

Discover which certifications best match your Learning Path and career goals with targeted recommendations for every role.

✔ A curated mix of content types

• On-demand courses
• Hands-on labs
• Reporting & dashboard activities
• Security and data management modules
• Optional deep-dive electives
• Certification exam prep resources

✔ Estimated durations

So you can plan your learning realistically.

The result? A learning experience with clarity, direction, and real momentum.

A Quick Look at the Learning Paths Now Available

Here’s a high-level view of the Learning Paths you’ll find in Navigator today — each designed around the responsibilities of real OneStream roles:

Power User

Teaches the essential skills for supporting teams with reporting, dashboards, and data analysis.
This path starts with platform fundamentals and builds gradually toward more advanced reporting and dashboard capabilities.

OneStream Essentials for Administrators

Prepares Administrators to manage, secure, and maintain applications from implementation through certification.

OneStream Financial Close for Administrators

Equips Administrators to implement and support Financial Close solutions, including Account Reconciliations and Transaction Matching.

Developer

Provides deep technical instruction in reporting, dashboards, data integration, calculations, and solution design.

First Project Readiness for Consultants

Equips partner consultants with the foundational skills needed for their initial OneStream project, focusing on essential platform concepts, application build basics, and core security setup.

OneStream Consolidation for Consultants

Guides consultants through implementing and integrating OneStream Financial Close solutions, emphasizing consolidation, reconciliation, transaction matching, and process automation.

Architect

A multi-milestone journey covering data design, integration strategy, advanced modeling, performance considerations, and best practice application architecture — all building toward certification.

Two Fast Examples: Power Users & Architects

Just to give a taste of how Learning Paths help different roles grow:

Power Users

Their Learning Path helps them:

• Build platform confidence
• Understand how to review and analyze published reports
• Support testing and design discussions
• Learn dashboards and reporting tools
  Everything is sequenced from basic to advanced so Power Users grow naturally into reliable team experts.

Architects

Their Learning Path guides them through:

• Strengthening core platform expertise
• Managing data flows and integration
• Making smart, scalable design decisions
• Preparing for OneStream certification
  Architects get the structured development they need to design solutions with clarity and confidence.

Ready to Start Your Path? Here’s Your Call to Action.

Your next step is simple — and it starts right now.

👉 Log in to OneStream Navigator
👉 Select the Learning Path that matches your role
👉 Begin your guided journey toward mastering the platform

You don’t have to sort through dozens of courses.
You don’t have to guess where to begin.
Your path is already built — just step in.

How to Access Navigator Through Okta

To launch Navigator using your OneStream credentials:

1. Log in to Okta using your organizational Single Sign-On.
2. Once inside, look for the OneStream Navigator tile on your Okta dashboard.
3. Click the tile — it will take you directly into Navigator without an additional login.
4. Once inside, head to the Learning Paths section to select your journey.

If you don’t see the Navigator tile in Okta, reach out to your internal IT administrator or your OneStream system admin to request access.