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Hands-on or Just Getting Familiar? Pick the Right OneStream Start
4 MIN READ When you’re new to OneStream, your first training choice can either accelerate your confidence—or leave you feeling overwhelmed. The key question isn’t “Which course is better?” It’s “Which course fits your role right now?” This post breaks down the two starter courses in our portfolio so you can make the choice that sets you up for success. Introduction to OneStream - This course focuses on using OneStream—not configuring it. Getting Started with OneStream - This course focuses on supporting and configuring OneStream—not just using it. Why your first step matters Picking the right entry point sets expectations, builds confidence, and saves time: Right fit for your role: End users need fluency with navigation, workflows, and basic reporting; admins need the data model, security, and workflow design. Faster time to value: End users get productive sooner; admins get the baseline needed for advanced courses. Smoother team rollouts: Leaders can enroll the right mix of roles and avoid over-skilling or under-skilling Who should take Intro to OneStream? Choose Introduction to OneStream if you’re a finance/business end user who needs to: Navigate the platform confidently Complete a typical Financial Close and a sample Planning workflow Run fundamental reports and understand key terms and roles Format & time: On-Demand (~4 hours). Prerequisites: None required; familiarity with finance/accounting is helpful. Outcome: Day-one confidence as a business user—without diving into admin responsibilities. Who should take Getting Started with OneStream? Choose Getting Started if you are (or will become) an administrator, power user, partner consultant, or the person others come to for support. You’ll: Learn foundational admin concepts and the OneStream data model Practice in a guided lab environment (Instructor-Led Training) or structured On-Demand labs Build the baseline needed to proceed to advanced admin courses (this is the required prerequisite) Format & time: Instructor-Led: 1 full day On-Demand: ~6 hours Prerequisites: No strict prerequisite; this is the starting point for all advanced admin training. Outcome: Practical foundation to support users, configure workflows, and prepare for deeper admin topics. At a glance comparison If you only remember one thing: Introduction to OneStream builds user confidence; Getting Started with OneStream builds admin capability. Attribute Introduction to OneStream Getting Started with OneStream Best for Business/end users who need to execute daily tasks and basic reporting New administrators, partner consultants, or anyone beginning the admin journey Primary focus Navigation, roles, key terms; complete a typical Financial Close and sample Planning workflow; fundamental reporting Core admin concepts and data model; guided lab practice; readiness for advanced admin courses Format & duration OnDemand (~4 hours) ILT (1 day) or OnDemand (~6 hours) Hands-on labs Light practice within OD modules Yes—structured, guided labs (especially in ILT) Prerequisites None (finance familiarity helpful) Typical outcomes Day-one user confidence: navigate, execute close/planning steps, run basic reports Baseline admin proficiency: support users, understand security/dimensions/workflows, prepare for advanced topics Promotion (Q1 2026) — 15% off ILT with code ILT15%Q1_2026 (Jan–Mar 2026) Quick Decision Checklist If you answer Yes to any statement in a section, that’s your match. Intro to OneStream “I’ll be using OneStream to complete tasks, not administering it.” “I need to navigate, execute close/planning steps, and run basic reports.” “I want a short, self-paced overview to get comfortable quickly.” Getting Started with OneStream “I will administer or implement OneStream for my organization or clients.” “I want hands-on, guided practice (labs) and live instructor feedback (if ILT).” “I plan to take advanced admin courses and need the required prerequisite.” Limited time savings on ILT (Q1) Accelerate your admin readiness with hands-on guidance and save 15% on Instructor-Led Training when you enroll January-March 2026. Use code: ILT15%Q1_2026 at checkout. (Offer applies to ILT courses during the promotional window.) FAQs Can I start with Intro and take Getting Started later? Absolutely. Many learners begin with Intro for immediate fluency, then move to Getting Started when they assume admin responsibilities. Is finance/accounting knowledge required? No—both courses are beginner friendly. Familiarity with finance helps, but it’s not mandatory. Do I have to take ILT for Getting Started? No—Getting Started is available OnDemand too. Choose ILT if you want a live, guided experience with labs and immediate feedback. Next steps Customers can access OneStream training courses by logging in through Okta. Once authenticated, you will be able to view and register for the available classes based on your role: End Users: Register for the Intro to OneStream (OD) course to quickly become productive with the platform. Admins / Consultants: Enroll in Getting Started with OneStream. You can choose the Instructor-Led Training (ILT) option for live, hands-on labs and real-time feedback, or the On-Demand (OD) course for a more flexible learning experience.Shape the Future of OneStream Certification: Take the Financial Close Beta Exam
2 MIN READ Early Access February 17 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation from February 18 – March 11. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments. Who the Exam Is For This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including: Reconciliation Control Manager (RCM) Transaction Matching (TXM) Reconciliation administration and reporting Journal entries and adjustments Integration between RCM and TXM components Workflow setup, design considerations, and security Cube attribute and dimension usage Data loading and performance management Why Participate in the Beta Participating in the beta provides several unique advantages: 70% discounted exam pricing Full early access to the complete exam before public release Opportunity to provide feedback that helps shape the final credential A chance to validate your real-world skills across core Financial Close capabilities This is an ideal opportunity for professionals who want to influence final exam development while earning certification at a significantly reduced rate. What to Expect The exam is delivered online only, remotely proctored. Candidates should plan for: Use of two cameras — laptop webcam + mobile device Do NOT use a work computer, as the exam may not function properly Supported browsers: Chrome, Firefox, or Edge A full environment readiness check, including a sample quiz and technical verification A quiet, private testing location with all background applications disabled Awareness that dual monitors are not allowed, though an external monitor may be used if the laptop remains closed The exam includes multiple-choice items and performance-based tasks designed to assess true product competency. Ready to Register? Start the process with the step-by-step guide below: 👉 Registration Guide 👉 Prepare today! Download the Exam Study Guide
The OneStream Podcast: Partner Spotlight - Appreciating Our Partners Available Now!
1 MIN READ On this special episode of The OneStream Podcast, we’re celebrating the invaluable contributions of our partners in driving innovation and delivering exceptional solutions for our clients. Shawne Vandesteeg and Sean Thompson from OneStream’s Alliances team join Peter Fugere to discuss the essential role our partners play in the OneStream ecosystem and the ways we recognize them during Partner Appreciation Month.Now Available: Learning Path-level Micro Credentials
2 MIN READ OneStream Global Education Services now issues Learning Path micro credentials for the First Project Readiness and Implementing OneStream Financial Close Learning Paths! What’s the difference between a course micro credential and a Learning Path micro credential? Upon successful completion of an individual OneStream course, learners receive an email from Credly where they can claim their course micro credential to share to their social media platforms of choice. Learning Paths are next level in that learners must successfully pass all prescribed courseware in the Learning Path prior to earning the Learning Path micro credential. Do I earn a micro credential for the courses as I complete them AND the Learning Path? Yes! Learners will still earn course-level micro credentials as you have in the past. The only change is that if you complete all courses in a designated Learning Path, you will receive an ADDITIONAL overarching badge to share your achievement! Who is eligible to earn these micro credentials? Everyone! Whether you’re an Employee, Partner or Customer, we want to celebrate your achievement! Which Learning Paths are available today? And which courses are included in them? First Project Readiness Learning Path OneStream Essentials: Building Dashboards OneStream Essentials: Configuring Core Application Security OneStream Essentials: Getting Started with OneStream OneStream Essentials: Building Basic Reports OneStream Essentials: Implementing OneStream Implementing OneStream Financial Close Learning Path OneStream MarketPlace: Implementing OFC Account Reconciliations OneStream Marketplace: Implementing OFC Transaction Matching OneStream MarketPlace: Integrating and Automating OneStream Financial Close What if I’ve already taken these courses? If a learner has already taken these courses to satisfy a Learning Path, no action is needed. They will receive an automated email from Credly informing them that the appropriate Learning Path Micro Credential is ready to claim and share! Who should I contact if I have questions about micro credentials? For any questions, please submit a ServiceNow ticket to Credentialing.The Admin’s North Star: What “Basic Proficiency” Really Looks Like in OneStream
3 MIN READ When we talk about “basic proficiency” for new OneStream administrators, what does that actually mean? It’s not about redesigning an application from scratch. It’s about confidently maintaining and modifying the core artifacts that keep your OneStream environment running smoothly—without breaking the architecture your consultants worked so hard to build. This post defines that first base level, why it matters, and how the Getting Started + OneStream Administration combo course helps learners reach it quickly. Why Define Basic Proficiency? Too often, new admins feel pressure to “know everything” on day one. That’s unrealistic—and unnecessary. The real goal is operational reliability: workflows that run on time, data that flows cleanly, and governance that sticks. The combo course is designed to deliver exactly that. In four focused days (or via On-Demand), learners move from platform orientation to hands-on administration, building confidence and competence in the tasks they’ll use every week. What Basic Proficiency Looks Like Here’s the practical checklist for a capable new admin: Dimensions & Metadata: Understand the Dimension Library, add or edit members, and validate changes against reporting needs. Cubes & Extensibility: Confirm cube settings and know how extensibility impacts workflows. Workflows: Create and modify profiles, apply confirmation rules and certification questions, and lock sequences to enforce governance. Data Sources & Transformation Rules: Configure reliable imports and keep transformation logic aligned with source reality. Admin Tools: Use Diagnostics for health checks, Task Scheduler for automation, and System Reports for visibility. If an admin can publish one clean workflow, run imports end-to-end, certify without orphaned steps, and diagnose routine issues, they’ve hit the North Star. Skills Reserved for the Next Level Fundamental application redesign. Deep Planning/Consolidation specifics. Advanced finance rules and bespoke logic. These come later. The first base level is about stability and repeatability. Lab-Driven Outcomes You Should See A working workflow pipeline with confirmation and certification steps. A repeatable data import path using configured sources and transformation rules. A minimal run-book for diagnostics and scheduled tasks. A clear triage routine for common issues. Instructor Perspective For a complete novice with the vision of becoming a OneStream Admin expert, attending this combo course is the only way to make that happen. Whether ILT or on-demand, the course provides the confidence to tackle enhancements, configurations and moments when the OneStream feature ‘just clicks’, providing the understanding of what to do when encountering challenges at the workplace. Knowledge grows exponentially from the overview on day 1 to feeling confident on working through a deep dive of the platform by the afternoon of day 4. The course is aimed at making an impact to your OneStream Administrator role afterwards, providing you with the subject matter expertise required by your stakeholders and end users rely on. Also, helps you prepare for OneStream Certification. Special Q1 Offer: Save 15% on Instructor-Led Training Start the year strong! For a limited time, enjoy 15% off all Instructor-Led Training (ILT) courses in Q1—including the Getting Started + OneStream Administration combo. Use coupon code: ILT15%Q1_2026 at checkout. Enrollment must be completed by March 31, 2026. This is the perfect opportunity to build confidence and capability for the year ahead. Beyond the Base Level: What’s Next? Once basic proficiency is locked in, expand with: Building Basic Reports for visibility. Configuring Core Application Security for governance. Building Dashboards for stakeholder engagement. Navigator Passport supports this progression with unlimited On-Demand access, making it easier to build on your foundation. Ready to hit the North Star? Register for the Getting Started + Administration combo course Apply your discount code: ILT15%Q1_2026 at checkout.
