Recent Blogs
Course Announcement: Working with Dynamic Grids
1 MIN READ Course Description: This course is intended for administrators or consultants who want to use the Dynamic Grids component in their dashboards. It introduces the Dynamic Grid component and walks you through how to use the component itself, as well as the corresponding Workspace Assembly Dynamic Grid Service file Delivery Types: On-Demand (OD) Duration: 1 hour, 40 minutes Availability: Customers, Partners, and Employees Course Link: Working with Dynamic Grids
How to Choose the Right OneStream Instructor-Led Training in 2026
2 MIN READ The impact of OneStream training depends on more than access—it depends on timing. Choosing the right course at the right moment can accelerate adoption, confidence, and results. New administrators can feel overwhelmed during onboarding Power users may be blocked waiting on others Executive teams often expect insights before teams are ready to deliver Instructor-led training is designed for these moments. As part of OneStream's Expertly Guided Learning approach, instructor-led training connects you directly with experienced practitioners who provide hands-on guidance, real-world context, and practical application. Why Choose Instructor-Led Training? Learn directly from OneStream experts Work through hands-on exercises with guidance Ask questions and solve real challenges in real time Build confidence faster with structured instruction Find The Right Course For Your Role And Situation Getting started or onboarding a new team If you are new to OneStream or preparing for implementation, Getting Started with OneStream + OneStream Administration provides the foundation needed to build confidence, reduce reliance on external support, and establish strong platform fundamentals. View upcoming ILT sessions for new administrators Live but still relying on consultants If your team is live but still depends on partners or consultants for ongoing changes, Implementing OneStream helps you take ownership of design decisions, operational processes, and long-term platform management. View upcoming implementation-focused sessions Reporting and dashboards are a bottleneck If reporting is slowing your team down, Building Basic Reports and Building Dashboards help power users create, manage, and deliver insights more efficiently. View reporting and dashboard training sessions End users living in Excel If your teams rely heavily on Excel, the Excel Add-In for End Users course helps users stay connected to OneStream while improving day-to-day productivity. View upcoming Excel Add-In sessions When should you attend instructor-led training? The most effective teams align training with key milestones: New team onboarding Pre- or post-go-live transitions Role changes or expanded responsibilities Upcoming reporting cycles Instructor-led sessions have limited capacity and often fill weeks in advance—especially around key milestones—so planning ahead is recommended. Extend your learning Many teams combine instructor-led training with Navigator Passport to reinforce learning and continue building skills after the course. Select courses also support certification preparation, helping you move from learning to recognition. Explore the full 2026 instructor-led training schedule If you are unsure which course is right for you or your team, a Global Education Services (GES) advisor can help you identify the best path forward.Course Announcement: Building C# Logic - Control Flow, Error Handling, and Methods
1 MIN READ Course Description: This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module introduces how to create different types of C# statements to control program flow. It reviews selection statements (if, if-else, and switch), loop statements (for, foreach, do, and while), exception handling (try-catch), jump statements (break, return, and continue), and method calls. These statements allow code to execute based on conditions, execute multiple times, catch and log errors, exit code blocks, and call methods to perform actions. You will also learn how to identify, write, execute, and troubleshoot these statements. Delivery Types: On-Demand (OD) Duration: 1 hour, 20 minutes Availability: Customers, Partners, and Employees Course Link: Building C# Logic - Control Flow, Error Handling, and MethodsCourse Announcement: OneStream Architecture: Smart Integration Connector Update
1 MIN READ Course Description: This course is designed for individuals responsible for integrating data into a OneStream Cloud environment. It covers how to install Smart Integration Connector (SIC), how to connect to data sources to bring the data into OneStream, and how to leverage business rules within SIC. Delivery Types: On-Demand (OD) Duration: 3 hours Availability: Customers, Partners, and Employees Course Link: Smart Integration Connector TrainingBuild Faster. Configure Smarter. Deliver More with Genesis.
4 MIN READ Genesis introduces a powerful way to build, configure, and deliver OneStream applications without heavy custom development or coding. But the real value of Genesis comes when the right people know how to use it effectively. That’s why we’re excited to introduce a full course covering the basics of using Genesis —a comprehensive learning experience designed to help you move from foundational knowledge to real-world execution. Whether you’re building dashboards, administering environments, branding interfaces, or delivering polished solutions, this course equips you with the skills to confidently deliver with Genesis. A Complete Genesis Learning Experience The Genesis course brings all of our Genesis skills together into a cohesive, end-to-end experience focused on practical application. You won’t just learn what Genesis can do—you’ll learn how to use it to deliver value faster across your organization. Through hands-on instruction and real-world scenarios, you’ll learn how to: Build and structure Genesis instances for different use cases and audiences Design intuitive navigation, dashboards, and reporting experiences Create data entry forms and reports with integrated commentary Apply branding to deliver a polished, user-friendly interface Administer and govern Genesis environments for scalability and long-term success The result: greater adoption, faster delivery, and reduced dependency on custom development. Flexible Delivery Options to Fit Your Needs The Genesis course is designed to meet you where you are, with flexible ways to learn: On-Demand – Learn at your own pace with step-by-step instruction and hands-on practice. On-demand access is included with a OneStream Passport subscription. Instructor-Led Training (ILT) – Participate in a live, guided experience with a OneStream expert, complete with demonstrations, interaction, and real-time Q&A. Prefer a more targeted approach? All Genesis content is also available as individual micro-courses, allowing you to focus on specific skills or roles without committing to the full course right away. What You Gain 1. Genesis Overview and Installation Learn how to download, install, and configure Genesis in your OneStream applications and download and upload the Genesis Content Blocks for building solutions. You will be able to: Explain Genesis’s purpose and benefits Install and configure Genesis for use Load Genesis Content Blocks Start the Module (Log in to Navigator to launch) 2. Building the Structure of a Genesis Instance Learn how to build Genesis solutions with application groups, navigation groups, pages, and content blocks, and describe their roles in the Genesis interface and functionality. You will be able to: Build Genesis structures with Application Groups, Navigation Groups, and Pages Inject Content Blocks into Genesis Pages Link Cube Views to Content Blocks Start the Module 3. Building a Form Using Genesis Learn how to create data entry forms in Genesis and explore features that can enhance these forms. You will be able to: Inject a Cube View Advanced Content Block Configure the Cube View Advanced filters and buttons View and use the Cube View Advanced content block page Start the module 4. Building a Report with Commentary Using Genesis Learn how to construct reports with commentary in Genesis and examine the necessary configurations needed for the report to work. You will be able to: Inject a Cube View Comments content block Configure Cell Member Filters for Commentary Add and view comments in the report Start the module (Log in to Navigator to launch) 5. Building a Reporting Analysis Dashboard in Genesis Learn how to assemble meaningful dashboards using Genesis content blocks to deliver insights your users need. You will be able to: Structure dashboards for clarity and usability Combine content blocks to support reporting and analysis Deliver self-service insights without custom development Start the module 6. Creating a Genesis Instance Learn how to create and prepare Genesis instances to support different workflows, audiences, or environments. You will be able to: Create new Genesis instances correctly from the start Prepare instances for reporting, planning, or operational use Support governance, testing, and scalability Start the Module 7. Administering Genesis Learn to manage Genesis confidently as an administrator, so your solutions remain clean, secure, and scalable. You will be able to: Perform core administration tasks in Genesis Manage instances, structure, and access Support long-term maintainability and growth Start the Module 8. Branding the Genesis User Interface Learn to deliver a polished, user-friendly experience by tailoring Genesis to your organization’s look and feel. You will be able to: Customize colors, buttons, and interface elements Create a consistent, branded user experience Improve adoption through intuitive design Start the Module 8. Genesis Challenge This hands-on, scenario-based experience mirrors real-world Genesis tasks and is designed to fit anywhere in your learning journey. You can jump in early to explore and learn through practice, or complete it later to apply and reinforce skills from the other Genesis micro-courses. Guidance and references to recommended learning are available on demand as you work through each task. Use your skills to: Set up and configure a Genesis instance Build navigation, dashboards, and interface elements Apply branding and perform administrative tasks This interactive experience reinforces knowledge and skills and builds real confidence. Start the Challenge Who This Genesis Course Is For This course is ideal for: OneStream Administrators who want to configure, manage, and govern Genesis with confidence Power Users building dashboards and analytical experiences without relying on developers Implementation and Solution Leads responsible for delivering scalable, polished solutions Organizations looking to accelerate time to value and standardize delivery using Genesis Whether you’re just getting started with Genesis or looking to deepen your expertise, this course helps you turn capability into impact. Get Started with OneStream Passport The on-demand Genesis course is available with OneStream Passport, our all-access subscription for premium learning. With Passport, you get: Unlimited access to OneStream on-demand training, including the full Genesis course and micro-courses Continuous content updates as the platform evolves Exclusive savings, including 25% off instructor-led training (ILT) and other offerings Passport is the fastest way to build and maintain deep OneStream expertise—while giving your team flexibility and cost savings.
