What’s New in Global Education Services:
New Training in OneStream Navigator Your OneStream Navigator experience is now more streamlined than ever, making it easier for you to find the training and resources you need. With a refreshed homepage, you’ll enjoy easier navigation and faster access to more relevant content and learning opportunities. Plus, we've just released a comprehensive collection of new and updated content to support your learning and development. This includes technical deep-dives, expert conversations, visual assets, and solution-focused toolkits. Below is a consolidated list of all the new content now available: - OneStream Architecture: Smart Integration Connector — Overview of the SIC framework and key integration patterns (Course) - Building a Form Using Genesis — How to design and configure data‑entry forms in Genesis (Module) - Building a Dashboard Using Genesis — Create interactive dashboards using Genesis components (Module) - Administering Genesis Instances — Manage and maintain Genesis environments (Module) - Branding Your Genesis Interface — Customize the visual look and styling of Genesis (Module) - Partner Spotlight: TruQua — A conversation highlighting implementation approaches and partner insights (Podcast) - Author Series – OneStream Fundamentals — Discussion with the author of OneStream Fundamentals on practical learning guidance (Podcast) - Tech Talks After Hours – CPMx IFRS — A technical overview of CPMx capabilities with an IFRS focus (Tech Talk) - Genesis Development with the Solution Packaging Kit (SPK) — Deep dive into SPK workflows and Genesis development techniques (Tech Talk – Live 1/30/26) - AI Anomaly Detection in Account Reconciliation — A guided learning experience for using AI‑driven anomaly detection in reconciliation workflows (Readiness Toolkit) New instructor-led training (ILT) courses have been added to the calendar for April, May, and June. Registration is now open, allowing you to plan ahead and secure your spot in upcoming sessions. Special Promotion: Save 15% on Instructor-Led Courses Take advantage of our special January–March promotion and save 15% on instructor-led courses—just use discount code ILT15%Q1_2026 when you enroll. Our instructor-led format offers a highly interactive experience, featuring live expert instruction, real-time Q&A, and opportunities for collaboration with peers. You’ll benefit from hands-on labs, immediate feedback, and the chance to earn valuable micro-credentials. Don’t miss out—register now to save and enhance your learning journey! Explore Training on Navigator Certification & Micro‑Credentials Our certification program continues to evolve to better reflect modern OneStream skills, architecture standards, and real‑world implementation needs. Below are the latest updates designed to make advancing your expertise clearer and more rewarding. OCP – Lead Architect Exam Retirement The OCP – Lead Architect exam has been retired and replaced with a streamlined, more aligned credential: the OCP – Core Platform Architect certification. New OCP – Core Platform Architect Certification The new Core Platform Architect exam focuses on essential platform architecture knowledge, solution design, and current OneStream best practices. It provides a more accurate and modern assessment of an architect’s readiness to design scalable, enterprise‑grade solutions. Transition Path for Existing Lead Architects Professionals who already hold an active Lead Architect certification can upgrade to the new credential by completing the Design Decisions course. This ensures you stay aligned with the latest standards while preserving your certification history. New Learning Path Micro‑Credentials Learners can now earn digital micro‑credentials for completing full learning paths. These stackable badges are issued through Credly and can be shared on LinkedIn, résumés, and professional profiles. New micro‑credentials available: First Project Readiness — Awarded for completing the foundational set of courses that prepare teams for their first OneStream project. Implementing OneStream Financial Close — Earned by completing the full curriculum focused on delivering a OneStream Financial Close solution. How Micro‑Credentials Work You continue to earn badges for individual courses. Completing a full learning path triggers an additional Learning Path Micro‑Credential, issued automatically. All micro‑credentials are delivered through Credly for easy sharing. Explore Certification
Registration for the February Tech Talks is open now!
Join Chris Gerello, Tom Linton, and Matt Kerslake as they explore OneStream’s SFTP integration evolution from WinSCP to SSH.NET—an architectural shift that delivers faster, cleaner, and more reliable execution. This transition removes legacy dependencies and positions the platform for a more flexible, future‑ready design. Register now! https://www.onestream.com/events/tech-talks-sftp-data-integration-from-winscp-to-ssh-net/Build on a Solid Foundation: A Guide to OneStream Reporting
When the business shifts, aligned reporting must shift with it. That’s the real power of OneStream. Reporting isn’t a stack of disconnected spreadsheets or one‑off formulas—it’s an extension of how your application is designed. When your reporting is structurally aligned to the platform, changes don’t break things. They cascade cleanly. And that’s where OneStream is fundamentally different. Three Simple Ideas That Make OneStream Reporting Stand Apart 1. It’s Connected to Your Application Design Most reporting tools sit outside the system of record. OneStream reporting is built from your metadata, dimensions, and cubes—not around them. That means every report inherits the same governed structures your business relies on. Why this matters: When dimensions evolve, your reports evolve with them. No buried logic. No divergent definitions. No chasing down why two versions of the same report don’t match. This creates a level of consistency and trust that’s hard to replicate elsewhere. 2. It’s Built for Reuse—Not Redo OneStream gives you powerful capabilities like: Member Filter Builder Parameters and Parameter Types Reusable calculations and formatting Performance‑tuned Cube Views These aren’t just features—they’re multipliers. You build reporting logic once, then apply it everywhere. When a new request comes in, you’re not reinventing the wheel—you’re assembling components you’ve already created. Why this matters: Scaling your reporting ecosystem stops being manual work. Changes become simpler (and less expensive). Reusability becomes your default operating model. 3. Multiple Delivery Styles—All from One Source From polished financial statements to quick analysis, OneStream supports: Report Books for packaged, repeatable reporting Cube Views for structured, governed data grids Quick Views for fast exploration Spreadsheet / Excel Add‑In for familiar, governed self‑service Different stakeholders, one platform. Different needs, one source of truth. Why this matters: You reduce version sprawl. You enable self‑service without sacrificing governance. Users get what they need, without breaking anything. Bring It All Together: A Reporting Skill Set That Scales OneStream reporting is powerful—but the real value shows up when you know how the pieces work together. That’s exactly what OneStream Essentials: Building Basic Reports is designed to teach. What You’ll Be Able to Do After This Course ✔ Build Cube Views that align to metadata and cubes Ensure your reports reflect your business structure—not personal logic or ad hoc selections. ✔ Use Member Filter Builder for dynamic, reusable selections Avoid brittle member lists that break when metadata changes. ✔ Add parameters for flexible, user‑driven reports Let users explore data without creating endless “copies” of the same view. ✔ Apply calculations and formatting that improve clarity Surface insight without compromising maintainability. ✔ Design performance‑conscious layouts Build reports that run fast and scale. ✔ Assemble and distribute Report Books with confidence Create packaged, repeatable statements and reporting bundles. ✔ Use Quick Views and the Excel Add‑In for governed self‑service Give analysts flexibility while maintaining one source of truth. Why This Course Matters—No Matter Where You’re Starting If you're implementing OneStream for the first time: You’ll learn the foundational patterns that prevent rework, reporting debt, and inconsistent logic later. If you're joining an established OneStream team: You’ll gain the skills to understand, maintain, and extend the reports you’ve inherited—confidently and correctly. OneStream’s reporting isn’t just a set of tools—it’s an ecosystem designed for clarity, alignment, and scalability. When you understand how Cube Views, Member Filter Builder, parameters, Report Books, and the Spreadsheet/Excel Add‑In work together, you can deliver reporting that grows with the business instead of slowing it down. The OneStream Essentials: Building Basic Reports course teaches you exactly how to do that—hands‑on, step by step—so you can build reports that are fast, flexible, and trusted across the organization. Limited-Time ILT Promotion: Save 15%! Take advantage of our exclusive Instructor-Led Training (ILT) promotion—register for the Building Basic Reports course before March 31 and receive 15% off your enrollment! Simply enter promo code ILT15%Q1_2026 at checkout to claim your discount. Don't miss this opportunity to boost your skills and save. Ready to explore? See the course in Navigator and log in to secure your spot now. Building Better ReportsHands-on or Just Getting Familiar? Pick the Right OneStream Start
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.The Admin’s North Star: What “Basic Proficiency” Really Looks Like in OneStream
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.Training for Every Stage of Your OneStream Journey
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.Build Your Foundation. Empower Your Team.
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 2026New Course Announcements: CPM Express GAAP PV910-SV100 Micro Courses
OneStream Global Education Services is excited to announce the newly released CPM Express GAAP PV910-SV100 Release Highlights and CPM Express GAAP PV910-SV100 End User Training courses available now On-Demand (OD). Course Descriptions CPM Express GAAP PV910-SV100 Release Highlights This self-paced eLearning course reviews new enhancements and features within CPM Express GAAP PV910-SV100. This course is intended for implementation consultants and system administrators to complete after CPM Express GAAP PV900-SV100 Implementation Training Instructor-Led training to learn about the new features in PV910-SV100. This course explains the new enhancements, provides use cases, and demonstrates configuration steps. Delivery Types: On-Demand (OD) Duration: 1 hour 45 minutes Availability: Customers, Partners, and Employees Prerequisites: Prior to taking this course, the following course or equivalent knowledge is recommended: CPM Express GAAP PV900-SV100 Implementation Training Instructor Led [Instructor-Led Training] CPM Express GAAP PV910-SV100 End User Training This course is intended for the end user community of OneStream Customers that have implemented and gone live with CPM Express. It provides foundational knowledge and skills for navigating the CPM Express interface and completing the various Actual, Budget, and Forecast submission processes. Users will observe how to import, enter, post, and use planning methods, and appreciate how to run financial reports using Dashboards and Guided Reporting. Delivery Types: On-Demand (OD) Duration: 2 hour 30 minutes Availability: Customers, Partners, and Employees Prerequisites: Prior to taking this course, it is helpful, but not necessary, to have a working knowledge of common finance and accounting concepts, and the OneStream platform.Earn NASBA-Certified CPE Credits with OneStream Training – Finish Strong This Year!
Did you know that select OneStream training courses are NASBA-certified and offer Continuing Professional Education (CPE) credits? If you’re working toward your annual CPE goals, now is the perfect time to take advantage of these opportunities before the year ends. Our on-demand and instructor-led courses not only help you master OneStream solutions but also allow you to earn credits recognized by professional organizations. Whether you need to sharpen your technical skills, deepen your platform expertise, or stay compliant with professional standards, OneStream training has you covered. Why choose OneStream training? NASBA-Certified CPE Credits – Meet your professional requirements with confidence. Flexible Learning Options – Learn at your own pace with on-demand courses or join live instructor-led sessions. Expert-Led Content – Gain practical knowledge from industry professionals and OneStream experts. Don’t wait—the year-end deadline is approaching! Make sure you hit your CPE goals and elevate your expertise at the same time. Act now: Navigate to OneStream Navigator and enroll in training today.New Smart Integration Connector (SIC) Training Modules Available Now
The Global Education Services team is busy developing a new training course on the Smart Integration Connector (SIC) for OneStream. We’re excited to share that the first four modules of the new SIC course have been released on Navigator and are available now for FREE for those with access to OneStream Navigator. Read on to learn more about what’s been released thus far and what’s coming soon! Smart Integration Connector: An Overview for Everyone This module provides a comprehensive overview of the Smart Integration Connector (SIC) using everyday language, making it accessible to both technical and non-technical audiences. It covers the purpose, functionality, and value of SIC within the OneStream data integration ecosystem. Duration: 20 minutes Link: Smart Integration Connector: An Overview for Everyone Smart Integration Connector: Setting Up the Environment Setting up SIC in OneStream is done in two stages: Stage 1 entails installing SIC and setting up a Gateway Connection. Stage 2 entails connecting to local data sources. This module focuses on Stage 1 of the process. Duration: 30 minutes Link: Smart Integration Connector: Setting Up the Environment Smart Integration Connector: Connecting to a Database After SIC is installed and a Gateway Connection is established and online, this module walks you through how to connect to a database and check that the data is coming through to OneStream. Duration: 20 minutes Link: Smart Integration Connector: Connecting to a Database Smart Integration Connector: Connecting to a File Server After SIC is installed and a Gateway Connection is established and online, this module walks you through how to connect to a file server for bi-directional file exchange with OneStream. Duration: 20 minutes Link: Smart Integration Connector: Connecting to a File Server Smart Integration Connector: Connecting to a Web API Data Source After SIC is installed and a Gateway Connection is established and online, this module walks you through how to connect to a web API data source for bi-directional data exchange with OneStream. Duration: 20 minutes Link: Smart Integration Connector: Connecting to a Web API Data Source Coming Soon Development of the SIC course continues with more modules coming soon to Navigator. Once all modules are ready, they will be brought together as the SIC course and a micro credential granted upon completion of the course. Subscribe to the Community Blog to receive notifications when new OneStream training modules and courses are available.
