Recent Blogs
OCS Reports & Dashboards Certification Prep Webinar
1 MIN READ Are you preparing to schedule your OneStream Certified Specialist (OCS) – Reports and Dashboards exam and looking for additional preparation? The OneStream Certification Program is pleased to announce our second Certification Prep Webinar for the OCS – Reports and Dashboards exam. Join us on Tuesday, March 31, 2026, at 11:00am ET for a 60-minute session led by OneStream experts. This webinar will review key topics covered on the exam and provide additional context to support your exam preparation. Topics Covered The session will focus on the following exam topics: Cube Views Dashboard Parameters Dashboard Components Additional related concepts Our Experts Presenting The webinar will be facilitated by the following presenters: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicky Baretta, Manager, Remote Consulting, OneStream Registration Register today to reserve your space. Missed the First Prep Webinar? The previous Certification Prep Webinar for the Reports and Dashboards exam is available on the Navigator site and can be used as an additional study resource.Pre-Order OneStream Workspaces and Assemblies Today!
1 MIN READ Whether you’re new to OneStream or a seasoned architect, Workspaces provide the tools to streamline customization and deliver more maintainable, scalable applications. This OneStream Workspaces and Assemblies book was written for developers, administrators, and technical users looking to confidently navigate the Workspace transition, understand its purpose, and apply it effectively within the framework of modern financial operations. Through guided examples, screen walkthroughs, and best-practice strategies, dive into the components and concepts behind Workspaces and how they elevate your OneStream development. You will explore how enhanced security, collaborative development tools, and streamlined deployment models can transform how solutions are delivered in your organization. Setting up and configuring Workspaces Centralizing logic with Assemblies and Assembly Services Reorganizing dashboards for cleaner UI management Navigating the new Dev‑to‑Prod lifecycle Converting legacy components into Workspace‑ready formats Strengthening collaboration, security, and maintainability Workspaces aren’t just another tool—they’re the gateway to a smarter, more connected way of developing in OneStream. Pre‑order today and be among the first to dive into the new OneStream development model. 👉 Reserve your copy at OneStreamPress.com
The OneStream Podcast: Solution Series - The Tariff App by SKYROQ Consulting Available Now!
1 MIN READ On this episode of The OneStream Podcast, Peter Fugere talks with Raj Chaudhury and Scott Viafore from SKYROQ Consulting to discuss their innovative Tariff Solution, developed to address the complexities of tariff management in businesses and the solution’s benefits for companies navigating the challenges posed by fluctuating tariffs.Learning Paths Are Here: Your Clear, Confident Start to OneStream
3 MIN READ 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: Log in to Okta using your organizational Single Sign-On. Once inside, look for the OneStream Navigator tile on your Okta dashboard. Click the tile — it will take you directly into Navigator without an additional login. 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.What’s New in Global Education Services:
3 MIN READ New Training in OneStream Navigator Your OneStream Navigator experience is now more streamlined than ever, making it easier for you to find the training and resources you need. With a refreshed homepage, you’ll enjoy easier navigation and faster access to more relevant content and learning opportunities. Plus, we've just released a comprehensive collection of new and updated content to support your learning and development. This includes technical deep-dives, expert conversations, visual assets, and solution-focused toolkits. Below is a consolidated list of all the new content now available: - OneStream Architecture: Smart Integration Connector — Overview of the SIC framework and key integration patterns (Course) - Building a Form Using Genesis — How to design and configure data‑entry forms in Genesis (Module) - Building a Dashboard Using Genesis — Create interactive dashboards using Genesis components (Module) - Administering Genesis Instances — Manage and maintain Genesis environments (Module) - Branding Your Genesis Interface — Customize the visual look and styling of Genesis (Module) - Partner Spotlight: TruQua — A conversation highlighting implementation approaches and partner insights (Podcast) - Author Series – OneStream Fundamentals — Discussion with the author of OneStream Fundamentals on practical learning guidance (Podcast) - Tech Talks After Hours – CPMx IFRS — A technical overview of CPMx capabilities with an IFRS focus (Tech Talk) - Genesis Development with the Solution Packaging Kit (SPK) — Deep dive into SPK workflows and Genesis development techniques (Tech Talk – Live 1/30/26) - AI Anomaly Detection in Account Reconciliation — A guided learning experience for using AI‑driven anomaly detection in reconciliation workflows (Readiness Toolkit) New instructor-led training (ILT) courses have been added to the calendar for April, May, and June. Registration is now open, allowing you to plan ahead and secure your spot in upcoming sessions. Special Promotion: Save 15% on Instructor-Led Courses Take advantage of our special January–March promotion and save 15% on instructor-led courses—just use discount code ILT15%Q1_2026 when you enroll. Our instructor-led format offers a highly interactive experience, featuring live expert instruction, real-time Q&A, and opportunities for collaboration with peers. You’ll benefit from hands-on labs, immediate feedback, and the chance to earn valuable micro-credentials. Don’t miss out—register now to save and enhance your learning journey! Explore Training on Navigator Certification & Micro‑Credentials Our certification program continues to evolve to better reflect modern OneStream skills, architecture standards, and real‑world implementation needs. Below are the latest updates designed to make advancing your expertise clearer and more rewarding. OCP – Lead Architect Exam Retirement The OCP – Lead Architect exam has been retired and replaced with a streamlined, more aligned credential: the OCP – Core Platform Architect certification. New OCP – Core Platform Architect Certification The new Core Platform Architect exam focuses on essential platform architecture knowledge, solution design, and current OneStream best practices. It provides a more accurate and modern assessment of an architect’s readiness to design scalable, enterprise‑grade solutions. Transition Path for Existing Lead Architects Professionals who already hold an active Lead Architect certification can upgrade to the new credential by completing the Design Decisions course. This ensures you stay aligned with the latest standards while preserving your certification history. New Learning Path Micro‑Credentials Learners can now earn digital micro‑credentials for completing full learning paths. These stackable badges are issued through Credly and can be shared on LinkedIn, résumés, and professional profiles. New micro‑credentials available: First Project Readiness — Awarded for completing the foundational set of courses that prepare teams for their first OneStream project. Implementing OneStream Financial Close — Earned by completing the full curriculum focused on delivering a OneStream Financial Close solution. How Micro‑Credentials Work You continue to earn badges for individual courses. Completing a full learning path triggers an additional Learning Path Micro‑Credential, issued automatically. All micro‑credentials are delivered through Credly for easy sharing. Explore Certification
