Recent Blogs
Now Available: Learning Path-level Micro Credentials
2 MIN READ OneStream Global Education Services now issues Learning Path micro credentials for the First Project Readiness and Implementing OneStream Financial Close Learning Paths! What’s the difference between a course micro credential and a Learning Path micro credential? Upon successful completion of an individual OneStream course, learners receive an email from Credly where they can claim their course micro credential to share to their social media platforms of choice. Learning Paths are next level in that learners must successfully pass all prescribed courseware in the Learning Path prior to earning the Learning Path micro credential. Do I earn a micro credential for the courses as I complete them AND the Learning Path? Yes! Learners will still earn course-level micro credentials as you have in the past. The only change is that if you complete all courses in a designated Learning Path, you will receive an ADDITIONAL overarching badge to share your achievement! Who is eligible to earn these micro credentials? Everyone! Whether you’re an Employee, Partner or Customer, we want to celebrate your achievement! Which Learning Paths are available today? And which courses are included in them? First Project Readiness Learning Path OneStream Essentials: Building Dashboards OneStream Essentials: Configuring Core Application Security OneStream Essentials: Getting Started with OneStream OneStream Essentials: Building Basic Reports OneStream Essentials: Implementing OneStream Implementing OneStream Financial Close Learning Path OneStream MarketPlace: Implementing OFC Account Reconciliations OneStream Marketplace: Implementing OFC Transaction Matching OneStream MarketPlace: Integrating and Automating OneStream Financial Close What if I’ve already taken these courses? If a learner has already taken these courses to satisfy a Learning Path, no action is needed. They will receive an automated email from Credly informing them that the appropriate Learning Path Micro Credential is ready to claim and share! Who should I contact if I have questions about micro credentials? For any questions, please submit a ServiceNow ticket to Credentialing.
The Admin’s North Star: What “Basic Proficiency” Really Looks Like in OneStream
3 MIN READ When we talk about “basic proficiency” for new OneStream administrators, what does that actually mean? It’s not about redesigning an application from scratch. It’s about confidently maintaining and modifying the core artifacts that keep your OneStream environment running smoothly—without breaking the architecture your consultants worked so hard to build. This post defines that first base level, why it matters, and how the Getting Started + OneStream Administration combo course helps learners reach it quickly. Why Define Basic Proficiency? Too often, new admins feel pressure to “know everything” on day one. That’s unrealistic—and unnecessary. The real goal is operational reliability: workflows that run on time, data that flows cleanly, and governance that sticks. The combo course is designed to deliver exactly that. In four focused days (or via On-Demand), learners move from platform orientation to hands-on administration, building confidence and competence in the tasks they’ll use every week. What Basic Proficiency Looks Like Here’s the practical checklist for a capable new admin: Dimensions & Metadata: Understand the Dimension Library, add or edit members, and validate changes against reporting needs. Cubes & Extensibility: Confirm cube settings and know how extensibility impacts workflows. Workflows: Create and modify profiles, apply confirmation rules and certification questions, and lock sequences to enforce governance. Data Sources & Transformation Rules: Configure reliable imports and keep transformation logic aligned with source reality. Admin Tools: Use Diagnostics for health checks, Task Scheduler for automation, and System Reports for visibility. If an admin can publish one clean workflow, run imports end-to-end, certify without orphaned steps, and diagnose routine issues, they’ve hit the North Star. Skills Reserved for the Next Level Fundamental application redesign. Deep Planning/Consolidation specifics. Advanced finance rules and bespoke logic. These come later. The first base level is about stability and repeatability. Lab-Driven Outcomes You Should See A working workflow pipeline with confirmation and certification steps. A repeatable data import path using configured sources and transformation rules. A minimal run-book for diagnostics and scheduled tasks. A clear triage routine for common issues. Instructor Perspective For a complete novice with the vision of becoming a OneStream Admin expert, attending this combo course is the only way to make that happen. Whether ILT or on-demand, the course provides the confidence to tackle enhancements, configurations and moments when the OneStream feature ‘just clicks’, providing the understanding of what to do when encountering challenges at the workplace. Knowledge grows exponentially from the overview on day 1 to feeling confident on working through a deep dive of the platform by the afternoon of day 4. The course is aimed at making an impact to your OneStream Administrator role afterwards, providing you with the subject matter expertise required by your stakeholders and end users rely on. Also, helps you prepare for OneStream Certification. Special Q1 Offer: Save 15% on Instructor-Led Training Start the year strong! For a limited time, enjoy 15% off all Instructor-Led Training (ILT) courses in Q1—including the Getting Started + OneStream Administration combo. Use coupon code: ILT15%Q1_2026 at checkout. Enrollment must be completed by March 31, 2026. This is the perfect opportunity to build confidence and capability for the year ahead. Beyond the Base Level: What’s Next? Once basic proficiency is locked in, expand with: Building Basic Reports for visibility. Configuring Core Application Security for governance. Building Dashboards for stakeholder engagement. Navigator Passport supports this progression with unlimited On-Demand access, making it easier to build on your foundation. Ready to hit the North Star? Register for the Getting Started + Administration combo course Apply your discount code: ILT15%Q1_2026 at checkout.Training for Every Stage of Your OneStream Journey
3 MIN READ Why Navigator Passport Is the Smart Path to Continuous Learning Whether you’re just getting started with OneStream or looking to deepen and expand your expertise, continuous learning is essential to maximizing the value of the platform. As OneStream evolves, so do best practices, features, and opportunities to optimize how your organization operates. That’s why OneStream Global Education Services offers a structured learning ecosystem designed to support you at every stage of your journey—from foundational understanding to advanced mastery. No matter where you are today, there’s a clear path forward. OneStream Navigator: Your Central Learning Hub All OneStream learning content is centralized in one place: the OneStream Navigator LMS. Navigator is free and available to all customers, making it easy to access foundational courses and essential resources at any time. With secure access through Okta, learners can quickly log in and begin exploring courses that build baseline knowledge, reinforce key concepts, and support day-to-day use of the platform. Navigator is where learning begins—and where it continues to grow. Ready to Go Further? Meet Navigator Passport For learners who want to move beyond the basics, Navigator Passport is the next step. Passport is more than a collection of courses—it’s a strategic enablement program designed to support onboarding, adoption, and continuous improvement across your organization. Navigator Passport gives you full access to premium on-demand content, exclusive courses, and ongoing updates—ensuring your skills keep pace with both the platform and your business needs. What You Get with Navigator Passport Navigator Passport is built for flexibility, value, and long-term impact: Unlimited Access to Premium Courses Explore the full on-demand catalog, including advanced and Passport-exclusive content. Cost Savings Across Learning Programs If you plan to take two or more courses per year, Passport is the most cost-effective option. Subscribers also receive 25% off instructor-led training, certifications, and press books. A Full Year to Learn and Revisit Content Unlike a la carte courses that expire after 90 days, Passport gives you 12 months of access, so you can review material whenever you need it. Continuous Updates New courses are added regularly, and Passport includes access to training for multiple versions of the OneStream platform—helping you stay current through upgrades and enhancements. Why Navigator Passport Matters Navigator Passport isn’t about checking a training box—it’s about building confidence, reducing uncertainty, and accelerating time-to-value. With Passport, organizations can: Ramp up power users more quickly Enable team leads with deeper expertise Keep teams aligned with evolving best practices Support upgrades and new feature adoption with confidence As one learner shared: “With the comprehensive resources available through the OneStream Passport, I effortlessly updated critical business rules during our upgrade from V7 to V8. This invaluable tool not only streamlined the process but also reinforced my expertise, earning my management team’s trust and confidence throughout a challenging transition.” Who Benefits Most from Navigator Passport? Navigator Passport is especially valuable for: New customers implementing OneStream for the first time Organizations expanding or deepening their OneStream usage Teams preparing for upgrades or adopting new features Power users, administrators, and developers Anyone looking for the most efficient way to train at scale Take the Next Step in Your Learning Journey If you’re ready to move beyond foundational knowledge and truly master OneStream, Navigator Passport is the most practical and flexible way to get there. Explore what’s included, build skills at your own pace, and empower your team for long-term success. To get started, reach out to your Customer Success representative and let them know you’re interested in Navigator Passport.
The OneStream Podcast: Author Series - OneStream Fundamentals out now!
1 MIN READ On this episode of the OneStream Podcast, host Peter Fugere interviews Ricky Parkash, a senior trainer at OneStream, about his new book, 'OneStream Fundamentals.' Ricky shares insights on the writing process and how the book can serve as a valuable resource for both new and experienced users of the OneStream platform.Introducing the New Technical Guides Resource
2 MIN READ The OneStream Community team is excited to announce the launch of a brand‑new Technical Guides space within the Resources section of the Community—your new destination for expert-driven, practical, and in‑depth technical content. Over the years, our Community has produced a wide range of high‑quality documentation, tutorials, and best‑practice guides. Until now, these materials were scattered across multiple areas. The new Technical Guides space brings all this high‑value content together in one centralized, easy‑to‑navigate location. A Curated Collection of Expert Knowledge Starting today, the new Technical Guides space is live with an initial collection of 66 articles written by OneStream specialists, architects, and power users. These guides cover a broad array of topics—including: Rules & Calculations – Best practices, advanced logic, and real‑world examples Dashboards – Design guidance, component‑level walkthroughs, and visualization strategies Metadata – Structuring, optimizing, and governing metadata for scalability Design & Architecture – Frameworks, patterns, and considerations for building robust applications And much more – Covering the core areas customers and partners ask about most Whether you're troubleshooting a complex build, exploring new features, or looking for proven approaches from experts, this space is designed to save you time and elevate your work. Featuring a New Article: The Dynamic Grid Dashboard Component To celebrate the launch, we’re introducing a brand‑new guide authored by Eric Hanson, titled The Dynamic Grid Dashboard Component. This article provides a detailed look at one of the most flexible and powerful dashboard components available—perfect for users who want dynamic, data‑driven visualizations with minimal overhead. Why This Matters The Technical Guides space is more than just a repository—it’s a growing, evolving resource that will continue to expand as the platform and Community grow. It’s built to help developers, administrators, architects, and partners discover: Proven solutions to common challenges Deep dives that go beyond product documentation Inspiration for improving existing applications Insights directly from experts who build and support OneStream every day Stay Connected as New Guides Arrive We encourage all Community members to explore the new Technical Guides space, browse the available materials, and subscribe to the space to stay informed as new content is published.
