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.New Course Announcement: OneStream Architecture: Implementing Analytic Blend
OneStream Global Education Services is excited to announce the newly launched OneStream Architecture: Implementing Analytic Blend course available now On-Demand (OD). Course Description Analytic Blend is built into OneStream import functionality. It allows you to blend external data using OneStream cube characteristics. Analytic Blend is typically used for voluminous, operational, and highly transactional data, which is unsuitable for the cube, but for which reporting and analysis in a cube-context is desired. In this course, you will learn how to import, transform, and enrich your data using OneStream’s Stage and Blend engines. You will also learn how to pull your imported data from the external SQL Blend database and report on it responsively in OneStream. In addition, you will learn how to manage performance using FDX, automate imports, apply Blend derivative rule calculations, and use Dynamic Cube Services to enable cube-based reporting using Cube Views and the Excel Add-in. Delivery Types On-Demand (OD) Availability Customers Partners Employees Who Should Take This Course? This course is intended for seasoned Administrators and OneStream Implementers. Duration On-Demand (OD): 12 Hours Prerequisites Prior to taking this course, you should have completed the following course, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream OneStream Essentials: Building Basic Reports OneStream Essentials: Implementing OneStream Companion Courses Two companion courses to the Implementing Analytic Blend course have also recently been released on OneStream Navigator: Workspace Assemblies: Quick Start Guide A quick start guide to using Workspace Assemblies in OneStream. Explore how rule and service logic are called from Application Artefacts and organized and dispatched from the Application | Workspaces area. Approximate Duration: 30 minutes Introduction to Derivative Rules This module provides an introduction to Derivative Rules. Derivative Rules can be applied during Import to derive new and enhanced data from the imported records. Learners will explore the creation and configuration of derivative rules, understand rule expression syntax and logical operators, and learn how to sequence and troubleshoot rules. By following the illustrated examples, participants will gain the skills needed to create derivative rules for both standard and Blend imports. Approximate Duration: 1 hour, 40 minutes Micro Credential Upon completion of this course a micro credential will be issued. Important Links Register via OneStream Navigator: On-Demand (OD) Course Description PDF Pricing and Learning Paths PDF
Design Decisions Training Course: "To Take or Not to Take?"
The Design Decisions course is a one-day, instructor-led virtual training designed for experienced implementors, architects, and aspiring architects. Strong administrators who act as internal consultants will also benefit from this course. Think of it as fitness training for OneStream architects! This course shifts from traditional teaching to coaching, guiding students through simulations of real-world scenarios that architects and application designers face. From application reviews to use case requirements and collaborative group discussions, you'll develop design decisions and ideas to strengthen your critical thinking skills essential for successful implementations. You'll practice articulating options and design decisions to a simulated client (me!) in mock design discussions, receiving real-time feedback to sharpen your skills without the risk of "blowing the deal." This course provides an "architect gym" to work out strategies, articulate design decisions, and apply collaborative critical thinking through common use cases. You'll discover the power of true collaboration with other students, gaining new insights, ideas, and communication styles that will broaden your perspective and strengthen your thinking. Whether you're currently an architect or aspire to be one, this course is designed to stimulate and empower "Architect Thinking" and challenge you to grow beyond your personal or company "echo chamber." Where else can you get coaching from a client's point of view? Just like going to the gym strengthens you physically, this course provides a "mental gym" to enhance your architectural thinking! We look forward to training, coaching, and being your “client” in this breakthrough course! Reserve your virtual “seat” and register today! Upon completion of this course a micro credential will be issued. (NA/LATAM/APAC) - Tom Linton Principal Instructor (EMEA) - Matt Grundey Principal Instructor
Silence the Slack, Master the Stack: Deep Learning Through Instructor-Led Training
We all know it can be a challenge to fit training into your busy daily routine. Between back-to-back meetings, chat messages from co-workers, and the long list of tasks that are due by the end of the week. For some learners, this is where on-demand training proves particularly helpful. You can fit it into your schedule when you have free time. But what do you do if you never get that coveted free time? This is where instructor-led training takes center stage. Block off your calendar (with permission from your boss, of course), mute the chats, and focus on LIVE learning. Attending a live training course with expert instructors allows you to devote your undivided attention to taking that next step in your OneStream journey. OneStream instructor-led training provides you with the ability to ask clarifying questions and get immediate answers and feedback. It allows you to gain exposure to how other users in the same (or differing) industries use OneStream. For example, you might participate in a live troubleshooting session or collaborate on case studies with peers from other industries. And best of all, it allows you, as the learner, to be more engaged due to the scheduled class time, group discussions, and real-time interaction with the instructor. If you are new to OneStream or are looking to deepen your knowledge, consider learning in a way that allows you to be fully immersed for a few days and stay present. Earn a micro-credential badge (a few examples below) to post on LinkedIn and CPE credits, too. Now through the end of 2025, we are offering special savings! Save 15% on PUBLIC INSTRUCTOR-LED TRAINING classes with the coupon code: ILT15%EXCLUSIVE Enjoy a 50% discount on the OneStream Certified Associates (OCA) - Administration R2 Exam or the OneStream Certified Specialist (OCS) - Reports & Dashboards Exam. To redeem, open a GES ServiceNow ticket with the Credentialing team. Note: This offer cannot be combined with other discounts. The coupon is only valid through December 31, 2025. Enrollment must be completed before the listed expiration date, but the class can be scheduled for Q1 2026. Exams must be taken by December 31, 2025. Check out our instructor-led training calendar in OneStream Navigator! Sign in to Navigator and select Instructor-Led Training at the top of your dashboard: Search for the course of your choice either by typing in the name or using a filter: You will see the location if the event is in-person, or it will be indicated if the course is live-virtual. You will also see the date of the first day of training and the start time, adjusted for your current time zone. Click View Details to start the registration process. Questions? Comment below! Or reach out to us anytime via a GES (Global Education Services) ServiceNow support case. We look forward to seeing you in the classroom soon!
Tech Talks: An Architect's Perspective - Design Principles replay now available
The August edition of Tech Talks, An Architect's Perspective - Design Principles is now available for replay. On this episode, Nick Bolinger joins Tom Linton and Matt Kerslake to discuss the sound design principles that make up the CPM Blueprint and how those concepts can be used for training, reference and the start of a global-friendly design. The link below will expire on 9/18 so watch now! You can always watch this episode and all Tech Talks on Navigator as part of your Passport subscription. https://thoughtindustries-1.wistia.com/a/uwemw9pm43z15cu
