Certification Prep Webinar - Reports and Dashboards
Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Specialist (OCS) - Reports and Dashboards exam! Join us on Tuesday, September 30, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Workspaces Dashboard Parameters Dashboard Components ...and more! Our experts presenting will be: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicki Baretta, Manager, Remote Consulting, OneStream Register today to reserve your space!Transitioning from Lead Architect to Core Platform Architect
Have you heard? The OCP - Lead Architect certification is being replaced by the OCP – Core Platform Architect certification. What is the OCP – Core Platform Architect exam? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in October. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items. When will the new exam be available? OCP – Core Platform Architect BETA exam – August 25, 2025 OCP – Core Platform Architect GA exam – Late October, 2025 When will the Lead Architect Exam Retire? Typically, OneStream Certification exams will be retired 60 calendar days following the release of a new version. I have an existing OCP – Lead Architect certification. What action must I take? Certification Status Required Action I have a valid, non-expired OCP - Lead Architect certification Complete the newly released Design Decisions Instructor-led course (you MUST complete this training BEFORE your certification expires or you will be required to take the new exam) Or Pass the new OCP – Core Platform Architect exam How do I know when my OCP – Lead Architect certification expires? To locate the expiration date of an existing OneStream certification, log into CertMetrics, expand the “Certifications” menu in the left navigation pane and select “Status”. My OCP - Lead Architect certification has expired Pass the new OCP – Core Platform Architect exam What if I have been preparing for the OCP – Lead Architect exam, and am NOT yet certified? Candidates that have been preparing for the Lead Architect will still be able to take the exam for 60 calendar days after the release of the OCP – Core Platform Architect exam. Where can I learn more about the new Core Platform Architect exam and the Design Decisions course? Please visit the GES Website where the OCP – Core Platform Architect exam details are provided. Candidates are also able to download the exam study guide. For information regarding the Design Decisions course, please visit the OneStream Training website. For Certification questions regarding the OCP - Core Platform Architect exam, please open a ServiceNow ticket with Credentialing via the OneStream Portal.Core Platform Architect Beta Exam
REGISTRATION AVAILABLE: OneStream Certified Professional (OCP) Core Platform Architect BETA Exam OneStream is pleased to invite you to participate in the OCP Core Platform Architect Beta exam! What is it? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in the coming months. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items. The beta exam period will be open from August 25, 2025 through September 11, 2025. Registration for this exam will begin on August 25, 2025! Beta exams are crucial in the development process of new certification exams. Beta exams provide the data necessary for OneStream to select the best performing items so that we can build a valid, reliable, and fair certification exam. What’s in it for me when I become a BETA candidate? You have the opportunity to see the entire pool of questions and to provide feedback. You have the opportunity to take the Beta exam for $300 USD, saving 70% off the standard price of the exam ($700 savings). If you pass the exam, you will become OneStream Certified! How do I register? Log into your CertMetrics account and SSO to TestWise. Select the OneStream Certified Professional (OCP) – Core Platform Architect Beta Exam. Follow the on-screen instructions to register and schedule your exam. Proceed to checkout. Registration is available for up to 200 participants. For more details and screenshots, view the complete step-by-step registration guide here. How much knowledge and skill do I need to take the Beta exam? Knowledge, skill, and experience vary from individual to individual. During the beta exam, OneStream seeks all candidates who are interested. This includes candidates who are considered above qualified, below qualified, and minimally qualified to pass the exam. For additional details on knowledge and recommended experience, please refer to the Study Guide. How long will the Beta exam take to complete? The Beta exam has 240 minutes (4 hours) allotted. However, depending on your knowledge, skill, and experience, you may NOT need the entire time to complete the exam. How long will the Beta exam be available? The Beta exam period opens August 25, 2025, and will close at the end of the day on September 11, 2025. You must register for and complete the exam by the end of the day on September 11, 2025. When will candidates see the results of their completed Beta exam? Beta analysis and re-scores are completed within eight (8) weeks after the close of the beta period. Following the beta analysis period, you will receive an email from CertMetrics notifying you that your exam results are available. What can I do to prepare for the exam? For more information about how to prepare for this exam, review the exam Study Guide. Test Day Requirements: There are several systems that work together to deliver OneStream’s certification exams. It is essential that you test the requirements of each system PRIOR to your scheduled reservation to avoid issues on test day. Use a supported browser: Chrome, Firefox, or Edge. (TIP: Safari and Internet Explorer are unsupported.) Chromebooks are UNSUPPORTED. Turn off your popup blocker. Verify you can complete this 5-question quiz PRIOR to exam day. o For the best results, test on a non-work computer. There may be security configurations on your work computer that could affect exam performance. o If you experience issues using a company computer or sitting at work, ask your IT department to follow the instructions in this guide, which may resolve the issues. To launch your exam: o Log into CertMetrics o SSO to TestWise o Click Start Exam Thank you for your support of the OneStream Certification Program! ***If you have questions or concerns, please contact the Certification team by submitting a case at https://onestreamsoftware.service-now.com/.***Maintaining your OneStream Certification is easier than you think! Have you heard about the OnePoints Program?
What is it? OnePoints is a non-prescriptive program that allows certified individuals to earn points for activities such as OneStream training, Tech Talks, and technical webinars among many others. Achieving 40 OnePoints PRIOR to a certification expiration date extends a certified status for an additional 24 months! Who is it for? The OnePoints Program is applicable to anyone that holds an active OneStream certification. OneStream Certified individuals have a choice when it comes to certification renewals and extensions to demonstrate their technical knowledge and continued learning through various courses and activities that are meaningful to them. Certified individuals still have the option to sit for an updated exam to extend their certifications instead. Which activities are OnePoints-eligible? Visit the OnePoints webpage on the Certification website to learn more about the OnePoints Program, including a complete list of OnePoints-eligible activities with the associated number of OnePoints and how to submit your request for extension. Earn Forty (40) OnePoints to renew or extend any OneStream Certification Points can be accrued over a 24-month period How do I participate? Completion statues for Instructor-led and on-demand training are automatically being tracked in your CertMetrics account. Certain activities, however, require a self-upload of evidence to CertMetrics for the Certification Team to process and award OnePoints. For the full list, visit the OnePoints webpage. These include activities such as: OneStream Webinars Tech Talks Writing a OneStream Community Blog Post Attending Splash and Wave Please log into CertMetrics and select “History” then “Upload Items” from the left-hand navigation pane to visit your OnePoints dashboard and upload your evidence of completion. Once you’ve earned 40 OnePoints, your certified status will automatically be extended for an additional 24 months. Candidates can view their OnePoints progress by clicking “History” and “Continuing Education Progress.” For further questions regarding the OnePoints Program, visit the OnePoints webpage. If further assistance is needed, please open a ServiceNow case with Credentialing via the OneStream Portal.April Cert Prep Webinar Announcement
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Associate (OCA) – Implementation Foundations exam! Join us on Tuesday, April 15, 2025, at 11:00am ET as OneStream's Chris Loran and David DeLise facilitate a 60-minute session on these exam topics: Transformation Rules Confirmation Rules Workflow Dimensions …and more! Our experts presenting will be: Chris Loran, Sr. Solution Consultant David DeLise, Consulting Services Register today to reserve your space today! https://onestreamsoftware.zoom.us/webinar/register/WN_gfjDcOKPSBuodABnlGjpEQ#/registrationNow Available: the OneStream Certified Specialist (OCS) Reports and Dashboards Exam
OneStream Global Education Services is excited to announce the OneStream Certified Specialist (OCS) Reports and Dashboards Exam is now available for registration. Exam Description This exam is intended for individuals who have experience as an Administrator with OneStream and built OneStream reports and Dashboards. It will test candidates' knowledge in Workspaces, Dynamic Reporting, Cube Views, Spreadsheets, Dashboard Components as well as other reporting components. Exam Description This exam is intended for individuals who have experience as an Administrator with OneStream and built OneStream reports and Dashboards. It will test candidates' knowledge in Workspaces, Dynamic Reporting, Cube Views, Spreadsheets, Dashboard Components as well as other reporting components. Delivery Type Remote Proctored Availability Customers Partners Employees Who Should Take This Exam? This exam is intended for anyone who has 1-year experience being an administrator for OneStream, 6-months experience building reports and dashboards and has knowledge in areas of Accounting, Finance, and/or Information Technology. Prerequisites Prior to taking this exam, the following courses are recommended: OneStream Essentials: Building Basic Reports OneStream Essentials: Building Dashboards OneStream Essentials: Getting Started with OneStream Exam Details Live, remote proctored, cloud-based environment Exam Duration: 2.5 hours Number of Questions: 60 multiple-choice items, 6 performance-based tasks Languages: English Exam Price: $1000 USD Digital Credential Upon passing this exam a digital credential will be issued. Important Links How to Register: Exam Registration Guide Exam Study Guide: OneStream Certified Specialist Reports and Dashboards Study GuideCertification Prep Webinar for the OneStream Certified Professional (OCP) - Lead Architect exam!
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Professional (OCP) - Lead Architect exam! Join us on Tuesday, November 26, 2024, at 11:00am ET for a 60-minute session facilitated by a panel of experts from the OneStream Strategic Customer Advisory team on these exam topics: Cubes Workflow Data Collection …and more! Our panel members will be: Henning Windhagen, Principal SCA Technology Fred Lucas, Principal SCA Technology Albert Formenti, Principal SCA Technology Register today to reserve your space today!New OneStream Certification Exam Vendor With Updated Processes
New OneStream Certification Exam Vendor With Updated Processes On October 25, 2024, the OneStream Certification Program’s exam proctoring partner will transition from Examity to MonitorEDU. If you already hold a OneStream Certification, this proctor experience will differ slightly when you take a future exam. What’s staying the same? Just about everything! To register for an exam, you will still log into CertMetrics via the OneStream Portal and SSO to TestWise to select your exam. Then, you will select your date and time with the new, virtual exam proctor, MonitorEDU. You will receive a confirmation email. What’s changing? On exam day, you will still log into CertMetrics via the OneStream Portal and SSO to TestWise to begin your exam, however, you will now need TWO cameras; a webcam AND a mobile device to be proctored. You will now need TWO cameras for your exam. One on your laptop and one on your mobile device. Download Google Meet for FREE on your mobile device. Verify your sound, camera, and microphone all function in both sample meetings. The proctor will ask you to place your mobile device carefully so that you and your screen can be seen easily. This may take some time, so be prepared. View this MonitorEDU video to help set up your room for exam day. For more detailed information, including screenshots, please visit the updated OneStream Certification Exam Registration Guide and the MonitorEDU’s FAQs. If you have questions regarding your exam registration, please submit a ServiceNOW ticket to Credentialing via the OneStream Portal. Do I need to take action? If you have an exam scheduled before October 31, 2024, no action is required, and your exam still be delivered by Examity. If your exam is scheduled AFTER October 31, 2024, you will need to CANCEL your exam without penalty and reschedule it with MonitorEDU by logging into CertMetrics and SSO to TestWise as normal. There you will select your date and time with the new, virtual exam proctor, MonitorEDU. Look for a new confirmation email. What if I have questions? If you have questions regarding your exam registration, please submit a ServiceNOW ticket to Credentialing via the OneStream Portal.OnePoints Submission Process Streamlined
The OnePoints Program has just gotten better! The OneStream Certification Program is pleased to announce that the OnePoints submission process has been streamlined! Effective October 17, 2024, any OneStream training courses that you complete are automatically imported to CertMetrics and displayed on your earner dashboard. This enhancement provides you with a flexible and engaging way to maintain your certification and view your path to recertification in real-time! Here's what you need to know: Learn More: Certain activities still require a self-upload of evidence to CertMetrics for the Certification Team to process and award OnePoints. For the full list, visit the OnePoints webpage. These include activities such as: OneStream Webinars Tech Talks Writing a OneStream Community Blog Post Attending Splash and Wave Please log into CertMetrics and select “History” then “Upload Items” from the left-hand navigation pane to visit your OnePoints dashboard and upload your evidence of completion. View Completed Activities and Progress: To access a comprehensive list of your completed continuing education activities, log into CertMetrics and select “History” and “Continuing Education” from the left-hand navigation pane to visit your OnePoints dashboard. Once you’ve earned 40 OnePoints, your certified status will automatically be extended for an additional 24 months. You can view your OnePoints progress by clicking “History” and “Continuing Education Progress.” If you have questions regarding the OnePoints Program, visit the OnePoints webpage. If you still have further questions, please open a ServiceNow case with Credentialing via the OneStream Portal. Thank you for your continued support of the OneStream Certification Program!ATTENTION OCAs in Administration R1: Important Information About Your Certification
You may have seen the announcement about the launch of the OneStream Certified Associate (OCA) in Administration R2 exam on September 24, 2024. With this launch, the OneStream Certified Associate (OCA) in Administration R1 exam will retire on November 24, 2024, sixty days after the release of the new R2 exam. What does this mean to me? · Once a certification exam retires, certifications associated with that exam can no longer be extended - this is why you are receiving this email. · At this time, you: o retain your OCA in Administration R1 certification through your current expiration date. o are able to extend your OCA in Administration R1 certification, following all OnePoints requirements, through November 24, 2024. · After November 24, 2024, you will: o retain your OCA in Administration R1 certification through your current expiration date. o need to pass the OCA in Administration R2 exam to keep your Administration certification current after your OCA in Administration R1 certification expiration date. FAQs · How do I know my current OCA in Administration R1 certification expiration date? o Sign in at osportal.onestream.com o Click the CertMetrics tile to be taken to your CertMetrics account o In the left navigation pane click 'Certifications' then 'Status' o On this page you will see a tile for each certification you hold. In that tile you will see the 'Expire Date' · Can I still extend my OCA in Administration R1 Certification? o If you hold an OCA in Administration R1 certification, you may extend your certification according to the OnePoints requirements through November 24, 2024, when the Admin R1 exam retires. o Extensions will be for 2 years. o After November 24, 2024, your OCA in Administration R1 certification will remain valid through your current expiration date, and you will need to pass the OCA in Administration R2 exam before that expiration date to keep your OCA in Administration certification current. · I'm ready to take the exam now. Should I take the OCA in Administration R1 or the OCA in Administration R2 exam? o The OCA in Administration R1 exam is a multiple-choice exam and will be available through November 24, 2024. The OCA in Administration R2 exam is a hybrid format, containing both multiple choice and performance-based items. o If you have been preparing for the OCA in Administration R1 exam and are ready to take that exam now, you may want to consider taking it before it retires on November 24, 2024. If you pass, your resulting certification will be valid for 2 years. At the end of those 2 years, you will need to pass the OCA in Administration R2 exam in order to keep your Administration certification current. o If you are still preparing and have the flexibility to shift your preparation strategy to include the OCA in Administration R2 objectives, taking the OCA in Administration R2 exam may be a better option because you will have to take the OCA in Administration R2 exam anyway when your OCA in Administration R1 certification expires. · Can I cancel my appointment for the OCA in Administration R1 exam and schedule the OCA in Administration R2 exam? o Yes, you can cancel your OCA in Administration R1 exam appointment at least 24 hours prior to your appointment date. You will receive a refund on your payment, and your voucher (if you applied one) will be "released" to be used again. You will be able to schedule the OCA in Administration R2 exam through the standard process when you are ready. If you used a discount voucher for the OCA in Administration R1 exam, be sure that you are aware of the voucher expiration date. · What is the difference between the OCA in Administration R1 exam and the OCA in Administration R2 exam? o The existing OCA in Administration R1 exam is based on the retired 'Application Build for Administrators' course and is a multiple-choice exam. The new OCA in Administration R2 exam is based on the 'OneStream Administration' and 'Getting Started with OneStream' courses and includes both multiple choice and performance-based items. · How can I get more information on the OCA in Administration R2 exam? o All relevant information about the OCA in Administration R2 exam can be found on the exam page on the Certification website. o Candidates can find exam cost and duration as well as a link to the OneStream Certified Associate in Administration R2 study guide that contains exam objectives, recommended training, and tips for exam preparation. · Do I get a retake discount on the OCA in Administration R2 exam if I fail the OCA in Administration R1 exam? o Yes, all OneStream Certification exams are eligible for a discount on an exam retake if you do not pass on your first attempt. If you do not pass the OCA in Administration R1 exam and you wish to sit for the OCA in Administration R2 exam on retake, you are eligible for a 70% discount on the OCA in Administration R2 exam. Contact the Certification team to request a discount voucher by opening a Credentialing case in ServiceNow. · Will the voucher that I have be valid for the OCA in Administration R2 exam? o Yes, if you have received a discount voucher for the OCA in Administration R1 exam, that voucher will also be valid for the OCA in Administration R2 exam. o The only exception is if you have received a retake voucher for the OCA in Administration R1 exam. You will need to open a Credentialing case in ServiceNow and request a replacement voucher if you do not receive one from us via email. Still have questions? Please contact the Certification team by submitting a case to "Credentialing" via the ServiceNow Support Portal.
