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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!Why Platform Architecture Is Now a Business-Critical Skill
5 MIN READ In today’s enterprise landscape, platform architecture is the difference between scalable innovation and costly gridlock. Organizations increasingly struggle not with tools, but with platform cohesion, governance, and scale. As platforms grow more complex, the margin for architectural missteps shrinks—leading to performance issues, security gaps, rework cycles, and rising total cost of ownership. What organizations need now is confidence: confidence that their platform will support consistent governance, enable faster onboarding, and evolve without disruption. That confidence comes from experienced professionals who can design platforms with long-term value, performance, and extensibility in mind. That’s why OneStream is introducing the Core Platform Architect Certification. Introducing the Core Platform Architect Certification The OneStream Core Platform Architect certification validates that you can design and architect a OneStream platform that delivers maximum value and functionality—not just today, but over time. Whether you’re leading consolidation, planning, data integration, reporting, or security design, this certification proves you have the architect-level skills to build platforms that scale, perform, and adapt as business needs change. This is not just about knowing where to click. It’s also about understanding why design decisions matter—and how they impact performance, governance, and business outcomes across the entire platform. Not Just a Technologist: The Architect Mindset Core Platform Architects are not implementers executing tasks in isolation. They are decision-makers. They balance trade-offs between flexibility and control, speed and sustainability, innovation and governance. They understand how every design choice—cube structure, workflow configuration, security model, data integration approach—creates ripple effects across the platform. This role bridges business and technology. Core Platform Architects: See the full picture across finance, IT, and operations Design with implementation, scalability, and governance in mind Ensure platforms remain healthy, performant, and aligned with strategic goals Unlike Solution Architects or Administrators, Core Platform Architects focus on architecting the platform itself, guiding both technical and business teams toward durable, future-ready solutions. When this role is done well, organizations realize faster value from OneStream. When it’s not, critical capabilities may be missed—limiting adoption and long-term impact. Is This Certification Right for You? This certification is designed for experienced professionals who take ownership of platform design and long-term success. You may be a strong candidate if you are responsible for questions like these: Will you design and tune platform architecture—cube properties, FX rates, and member settings—to optimize performance? Are you expected to structure workflows, embed calculations, and configure profiles that simplify processes for business users? Do you integrate multiple data sources, configure pipelines, and troubleshoot data loads to ensure reliable information flows? Are you responsible for standardizing reporting, building workspaces, and delivering trusted insights to executives and controllers? Do you manage security, governance, and compliance across users, roles, and data access? Are you the go-to person for automation, system tools, and business rules that extend and future-proof the platform? If this sounds like your role—or the role you’re growing into—this certification is built to validate your architect-level expertise and leadership. What to Expect from the Exam At a high level, the exam includes: Multiple-choice questions covering core architectural knowledge Performance-based, scenario-driven tasks that assess real-world decision-making A proctored, remote delivery experience This certification is intentionally rigorous. It’s designed for professionals who bridge business and technology, and who drive digital transformation through sound platform design. Preparing for Success Most candidates prepare over 6–10 weeks, combining hands-on experience with targeted study. Successful preparation typically includes: Real-world project experience across consolidation, planning, data integration, reporting, workflows, security, rules, and MarketPlace solutions Focused review of core concepts and architecture principles Use of official study guides, prep webinars, and community discussions Perfection isn’t required—but practical understanding is essential. This exam rewards professionals who know how to apply concepts, not just to describe them. A practice exam will launch in 2026 to help candidates benchmark readiness. Special Offer: Save 15% on ILT Classes If you’re planning to prepare for the Core Platform Architect exam, now is a great time to take advantage of our instructor-led training (ILT) classes. All ILT classes are available at a 15% discount during January, February, and March. Simply use coupon code ILT15%Q1_2026 when registering to claim your savings. This limited-time offer is designed to help you strengthen your skills, deepen your understanding of key concepts, and boost your confidence ahead of exam day. Why This Certification Matters—for You and Your Organization Certified Core Platform Architects are in high demand as organizations seek experts who can deliver the full value of their OneStream investment. Earning this certification: Sets you apart as a trusted platform leader Strengthens your credibility with stakeholders and executives Opens doors to greater responsibility and career growth Connects you to an elite community of certified professionals Beyond technical mastery, this certification gives you the confidence and authority to lead platform design initiatives, drive adoption, and ensure your organization’s OneStream platform evolves with emerging technologies and business needs. As enterprise platforms continue to evolve—through automation, advanced analytics, and new architectural patterns—architects who can bridge strategy and execution will be even more valuable. Take the Next Step If you’re ready to elevate your expertise and be recognized as a leader in platform architecture, now is the time. Register for the Core Platform Architect exam Download the official study guide Design platforms with purpose. Lead with confidence. And ensure your OneStream platform delivers value—now and into the future. Frequently Asked Questions Who should take this exam? This certification is ideal for professionals who: Lead platform design and architecture for OneStream implementations Have experience with consolidation, planning, data integration, reporting, workflows, security, and MarketPlace solutions Are responsible for optimizing performance, ensuring governance, and driving business transformation How difficult is it? The Architect-level exam is a more challenging exam compared to others due to the breadth and depth of experience and knowledge required. Do I need all six recommended courses? Not necessarily. The courses are designed to cover all core areas, but you can select those that fill your specific knowledge gaps based on your experience. How long is the certification valid? Certification is valid for 2 years. Can I retake the exam if I don’t pass? Yes, you may retake the exam. Waiting periods apply; please verify current policies with your program coordinator. How do I recertify? Recertification is achieved by earning OnePoints. For more details, visit the https://onestream.com/onepoints.All New Certification Resource
1 MIN READ The OneStream Community just got a new resource—and if you’re on the path to certification, this will help you on your journey. We’re excited to unveil the brand‑new Certification area, a dedicated space designed to support your certification path. Whether you’re preparing for your first exam or looking to deepen your expertise, this new hub brings essential resources directly into the Community experience. A New Home for Certification Webinars To kick things off, the Certification area now features our growing library of Certification Webinars. These sessions were previously available only through Navigator and required Passport access. Now, they’re right here in the Community—easier to find, easier to access, and easier to incorporate into your study plan. Certification has always been a powerful way to validate your OneStream skills, stand out professionally, and stay aligned with best practices. By bringing these resources into the Community, we’re making it simpler than ever to learn, prepare, and connect with others on the same journey. The Certification area is launching with webinars today, but there’s much more on the horizon. Throughout the year, we’ll be expanding this space with additional materials and new ways to support your learning. Stay tuned—2026 is shaping up to be a big year for certification in the OneStream Community.
The OneStream Podcast Season Five Premiere Episode Out Now!
1 MIN READ On the season five premiere of The OneStream Podcast, Peter Fugere is joined by Nuno Guimaraes and JS Irick from TruQua, an IBM Company, to discuss the evolving landscape of financial planning and analysis (FP&A). They explore the challenges organizations face during financial closing, and the importance of optimizing financial processes along with the impact of AI on FP&A.
