Recent Blogs
Course 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 Training
Build 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.
The OneStream Podcast: Partner Spotlight - Nova Advisory available now!
1 MIN READ With CPM Express, OneStream has provided customers with an accelerated implementation that packages decades of experience and best-practices into a rapid-deployment (8-12 weeks) that’s quick to configure, providing predictable cost and time to value to streamline your finance processes. On this episode of The OneStream Podcast, Liz Weir and Matt DeCarlo from Nova Advisory join Peter Fugere to discuss their experiences and successes implementing CPMx for their clients.Registration for Tech Talks: Journal Entry Manager (JEM) now open!
1 MIN READ Join Chris Morelli, Tom Linton and Matt Kerslake as they explore Journal Entry Manager (JEM) and walk you through setup, posting methods and automation in a practical, admin-focused conversation designed for implementers and architects. Register now! https://www.onestream.com/events/tech-talks-journal-entry-manager-jem/Course Announcement: Narrative Reporting Update
1 MIN READ Course Description: This course the covers the creation, review, and approval of narrative books by combining live OneStream data, reporting artifacts, and written commentary in a single, trusted interface. You’ll learn how to streamline narrative assembly, reduce reporting risk, and collaborate efficiently. Delivery Types: On-Demand (OD) Duration: 1 hour 30 minutes Availability: Customers, Partners, and Employees Course Link: Narrative Reporting Training
