Recent Blogs
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.Build Your Foundation. Empower Your Team.
4 MIN READ Start the year by strengthening your foundation. A solid understanding of OneStream isn’t just about knowing the platform—it’s about enabling your entire team to work smarter, faster, and with confidence. When you master the essentials, you reduce errors, streamline processes, and create a consistent framework that everyone can rely on. This foundation empowers you to take ownership of your role, support colleagues effectively, and set the stage for advanced capabilities and leadership opportunities. The OneStream Essentials Path is a curated set of foundational courses within our learning portfolio, designed to give you the strong base every administrator needs. By investing in these fundamentals now, you’ll accelerate your ability to deliver accurate reporting, efficient workflows, and trusted data across the organization. Plus, for a limited time, enjoy 15% off Instructor-Led Training (ILT) courses at checkout in Q1 when you apply the discount code—the perfect opportunity to build confidence and capability for the year ahead. Who benefits from Essentials? This path is ideal for OneStream administrators who manage day-to-day operations and need a strong foundation to keep the platform running smoothly. It’s also perfect for power users who build reports, dashboards, and workflows to support finance and planning teams. Even analysts and team leads who rely on accurate data and streamlined processes will gain confidence and efficiency by understanding the core capabilities of OneStream. If your role touches governance, reporting, or performance management, Essentials will help you deliver more value to your organization. Wondering if Essentials is right for you? Ask yourself these questions: Do you need to confidently manage day-to-day administration in OneStream? Do you need to produce financial statements and reports in OneStream? Do you need to design standardized and scalable dashboards in OneStream? Do you need to create, manage, and apply security to users in OneStream? Do you need to update metadata like dimensions in OneStream? Do you need to build, maintain, and apply security to workflows in OneStream? Do you need to analyze, troubleshoot, and optimize components in OneStream? (If you answered “yes” to any of these, Essentials is your next step!) What’s Included in Essentials Training? The Essentials Path is a curated set of foundational courses in the OneStream learning portfolio—built to establish the core skills administrators and power users rely on every day. It’s offered in flexible formats (Instructor-‑Led and OnDemand) with ‑hands-on labs and practical exercises so you can apply best practices immediately‑. “We are about to embark on our OneStream journey to build the consolidation, planning and reporting solution. So, this was a great start for that. Gave me a lot of information and now I can be confident about the framework when we have a conversation with Consultants and Implementation Partners.” Getting Started with OneStream 1-Day Instructor-Led or 6-Hours On-Demand Intro to platform basics, user roles, and workflows—ideal for newcomers. OneStream Administration 3-Day Instructor-Led or 12-Hours On-Demand Manage users, dimensions, workflows, and security for daily operations. Building Basic Reports 3-Day Instructor-Led or 15-Hours On-Demand Create and maintain reports, Cube Views, and Excel integrations. Configuring Core Application Security 2.5-Hours On-Demand Set up and manage security settings and permissions in OneStream. Implementing OneStream 5-Day Instructor-Led or 24-Hours On-Demand Build metadata, cubes, and workflows—focus on application setup. Building Dashboards 3-Day Instructor-Led or 18-Hours On-Demand Design, maintain, and troubleshoot dashboards for data visualization. Writing Financial Calculations 3-Day Instructor-Led or 12-Hours On-Demand Write and troubleshoot business rules for financial automation. You don’t need to take the OneStream Essentials courses in a strict order—each course is designed to stand alone and address a specific skill or responsibility. If you’re new to OneStream, starting with Getting Started with OneStream is a great way to build a solid foundation before moving on to more specialized topics. You’re free to choose the courses that best match your role or immediate needs and complete them in any sequence that works for you. Just be sure to check for any recommended prerequisites to get the most out of each course. By completing Essentials, you'll be able to: Confidently manage daily OneStream administration Build reliable reports and dashboards Automate and optimize calculations Support consultants and partners more effectively Limited-Time Instructor-Led Price Promotion Take advantage of our special January–March promotion and save 15% on instructor-led OneStream Essentials courses—just use discount code ILT15%Q1_2026 when you enroll. Our instructor-led format offers a highly interactive experience, with live expert instruction, real-time Q&A, and collaboration with peers. You’ll benefit from hands-on labs, immediate feedback, and the chance to earn valuable micro-credentials. Reserve Your Spot Today, Registration Is Simple: Log into OneStream Navigator Browse ILT courses on the top of the Navigator homepage Apply promo code during the checkout process Embark on Your OneStream Essentials Journey Begin your OneStream Essentials journey with the confidence to lead impactful conversations with consultants and implementation partners. By investing in your skills early in the year, you’ll be equipped to build, consolidate, plan, and report with clarity and assurance. This is your opportunity to accelerate your career growth, master the platform, and become a trusted leader within your team. Take advantage of the 15% savings, start strong, and set yourself up for success in 2026OneStream Fundamentals is here!
1 MIN READ OneStream Fundamentals by Ricky Parkash is here—your essential starter guide to mastering Corporate Performance Management (CPM) with the OneStream Platform. Whether you're a finance professional just getting started or looking to sharpen your skills, this book delivers practical insights on: ✅ Dimensions, Cube Views & Data Importing ✅ Transformation Rules & Calculations ✅ Workflow & Reporting (Spreadsheets, Report Books, Dashboards) ✅ Troubleshooting Techniques ✅ Real-World Applications of OneStream Published by OneStream Press, this guide is your launchpad into smarter, faster, and more confident financial performance management. 📚 Available now—get your copy and elevate your CPM game!
