New Course & Updates: Introduction to OneStream and Getting Started with OneStream
OneStream Global Education Services is excited to announce the release of the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but have been updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and-running with OneStream quickly: Introduction to OneStream. What is Happening? Getting Started with OneStream (Free) is now Introduction to OneStream (Free). Our Premium On-Demand and Instructor-Led Training courses include new content that has been streamlined and updated for OneStream 8.5 and beyond. The change to our flagship lineup better aligns with our two unique audiences: Business End Users and Technical Users. Business End Users: Introduction to OneStream (Free) OneStream 8.5 and beyond Demo Videos Included Micro Credential 4 Hours On-Demand only All users are welcome to take this course, but Technical Users must complete the Getting Started with OneStream course as part of the First Project Readiness learning path Technical Users: Getting Started with OneStream Premium On-Demand & Instructor-Led Training (Paid) OneStream 8.5 and beyond Includes Interactive Labs and a dedicated section for Administrators 7 CPE Credits for On-Demand / 8 CPE Credits for Instructor-Led Training Micro Credential Additional Technical Content 6 Hours for On-Demand / 1 Day for Instructor-Led Training Prerequisite for follow-on OneStream Administration course and beyond Part of the First Project Readiness learning path When Does This Change Happen? The new Introduction to OneStream (Free) and updated Getting Started with OneStream courses are available starting July 9, 2025. Who Is This For? Business End Users – Need to know that the free course has been revamped and has a new name. Technical Users – Need to know that existing courses have been streamlined and updated for OneStream 8.5. What Happens to Getting Started with OneStream (Free)? This course will remain on OneStream Navigator and new and existing customers can register for the course any time between now and July 31, 2025. At that time registration will be closed. Anyone who has registered for the course will see the course in their “Activity” dashboard and will have until September 30, 2025, to complete the course. At that time, the course will be retired for all learners. What Is Different Between the old Getting Started with OneStream (Free) and the new Introduction to OneStream (Free)? The free version of Getting Started with OneStream was essentially a leaner version of the paid course, lacking interactive labs but retaining technical content. Introduction to OneStream has all updated content (for OneStream 8.5 and beyond) and eliminates some of the more advanced technical content, making it easier for Business End Users to complete the course and earn a micro credential. Introduction to OneStream’s new streamlined content only takes four (4) hours to complete – half the time required by Getting Started with OneStream (free). What Now? Enroll in the new On-Demand courses today, or register for an upcoming Instructor-Led Training by visiting OneStream Navigator.And the winner is...
:party_popper::trophy: Attention, valued customers! We're thrilled to announce that we've won the prestigious Computer Education Management Association - CEdMA Enterprise Impact Award for 2024! :sports_medal: This isn't just a win for us—it's a win for you. It reaffirms our commitment to delivering top-notch training that drives real results for your organization. This award validates the quality and effectiveness of our training offerings, showcasing our ability to deliver tangible outcomes for your team. It means that when you invest in OneStream’s training, you're investing in excellence. Thank you for trusting us to help you succeed. Let's continue this journey together and strive for excellence every step of the way!Introducing the OneStream Essentials: Building Dashboards Course
OneStream Global Education Services is excited to announce the newly developed OneStream Essentials: Building Dashboards course available now On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course is the starting point for anyone who needs to create or maintain dashboards in OneStream. In this highly practical learning experience, learners will acquire essential skills to work with an array of dashboard use cases, including dashboards for reporting, dashboards for customizing the OneStream user interface and dashboards to build solutions. This course is the foundation for more advanced content in future courses. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is designed for anyone starting their journey in building or maintaining dashboards in OneStream. This includes administrators, power-users, or any individual responsible for developing dashboards, to enhance their existing library, and troubleshooting current dashboards. Duration On-Demand (OD): 18 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream [ On-Demand or Instructor-Led Training ] OneStream Essentials: Building Basic Reports [ On-Demand or Instructor-Led Training ] In addition to the course prerequisites above, all attendees must be proficient in concepts such as: navigating OneStream, Cube Views, Dimensionality, and basic Member Filters and Expansions. Micro Credential Upon completion of this course a micro credential will be issued. Important Links Course Description PDF Pricing and Learning Paths PDF Register via OneStream Navigator: On-Demand (OD) Course Instructor-Led Training (ILT) ClassCourse Announcement: OneStream Architecture: Design Decisions
OneStream Global Education Services is excited to announce the new OneStream Architecture: Design Decisions course available now as an Instructor-Led Training. Course Description This instructor led course is tailored for consultants who are looking to expand their design decision-making skills or are pursuing to become architects in the future and are working with OneStream applications. It tackles common design challenges and equips participants with skills for informed design decisions that enhance performance, flexibility, and user-friendliness. Students will engage in instructor-led sessions, practical use cases, role-play, and collaborative activities to gain hands-on experience in developing and justifying design proposals. The course focuses on requirements gathering, guiding design principles, and key areas for effective application design (such as Extensibility and Data Units). Participants will also learn to communicate the trade-offs and benefits of design choices to customers, ensuring they can advocate for optimal solutions effectively. Delivery Types Instructor-Led Training Availability Customers Partners Employee Who Should Take This Course? The OneStream Architecture: Design Decisions course is designed for consultants with considerable OneStream knowledge who aim to enhance their design decision making skills, balance performance and user-friendliness, and effectively advocate for optimal solutions. The ideal student for this course: Has experience and working knowledge of concepts such as Extensibility, Cubes, and Data Integration as it will be needed to ask customers the right questions. Are proactive problem-solvers who seek to understand the trade-offs and benefits of different design choices to optimize OneStream implementations. Are eager to engage in interactive learning environments, leveraging group discussions and roleplay to refine their design skills. Duration Instructor-Led Training (ILT): 1 day Prerequisites Prior to taking this course, you should have: Completed the First Project Readiness Learning Path or possess equivalent knowledge. Completed the OneStream Architecture: Designing an Application course or possess equivalent knowledge. At least 2-3 years of software implementation experience in the financial software industry, including 2-3 years of experience with the OneStream software. Micro Credential Upon completion of this course a micro credential will be issued. Course Schedule Date Modality Time zone September 12, 2025 Virtual Eastern September 25, 2025 Virtual BST October 2, 2025 Virtual Eastern October 9, 2025 Virtual BST November 4, 2025 Virtual Eastern November 10, 2025 Virtual GMT December 2, 2025 Virtual Eastern December 8, 2025 Virtual GMT Dates and times are subject to change. Please visit OneStream Navigator for the latest schedule. Important Links Register via OneStream Navigator: OneStream Architecture: Design Decisions Course Description PDF Pricing and Learning Paths PDFCourse Announcement: OneStream Essentials: OneStream Administration
OneStream Global Education Services is excited to announce the newly updated OneStream Essentials: OneStream Administration course available now On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course has been designed to build on the topics learned in the OneStream Essentials: Getting Started with OneStream course. Using an existing application, the course will help develop administrator competencies for modifying core platform artifacts (such as dimensionality, workflow, data sources, and transformation rules) and troubleshooting skills for a variety of common issues. The course content has been created assuming that it will be used by an OneStream administrator as a supplemental resource to any design documentation provided by a consultant. Content has avoided, where possible, a Planning or Consolidation focus as these topics will be dealt with in other courses and learning resources. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is intended for those who are early in their OneStream journey and responsible for administering OneStream applications. The program level of this course is basic. Duration On-Demand (OD): 13 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream Micro Credential Upon completion of this course a micro credential will be issued. Important Links Register via OneStream Navigator: On-Demand (OD) Course Instructor-Led Training (ILT) Class Course Description (PDF) Pricing and Learning Paths PDF
Learning Paths Are Here: Your Clear, Confident Start to OneStream
Learning a new tool is exciting… but it can also feel overwhelming. You log in for the first time, you see dozens of courses, and suddenly you’re asking yourself: “What do I need? Is this relevant? What is essential? Am I learning the right things, in the right order?” That moment — the moment between motivation and uncertainty — is exactly why we built Learning Paths in OneStream Navigator. Learning Paths give you a guided, structured journey so you always know where to begin, where you’re going, and how you’ll get there. What Is a Learning Path? A Learning Path is more than a list of courses. It’s a curated, role-based progression designed to build capability the same way real OneStream projects unfold. Each Learning Path includes: ✔ A clear description of what you’ll learn What the path covers, why it matters, and the outcomes you can expect. ✔ The intended audience and role So you know instantly whether it matches your responsibilities. ✔ Milestones that mirror real project stages Pre-implementation, design, build, testing, post go-live, and beyond. ✔ Recommended Certification Pathways Discover which certifications best match your Learning Path and career goals with targeted recommendations for every role. ✔ A curated mix of content types On-demand courses Hands-on labs Reporting & dashboard activities Security and data management modules Optional deep-dive electives Certification exam prep resources ✔ Estimated durations So you can plan your learning realistically. The result? A learning experience with clarity, direction, and real momentum. A Quick Look at the Learning Paths Now Available Here’s a high-level view of the Learning Paths you’ll find in Navigator today — each designed around the responsibilities of real OneStream roles: Power User Teaches the essential skills for supporting teams with reporting, dashboards, and data analysis. This path starts with platform fundamentals and builds gradually toward more advanced reporting and dashboard capabilities. OneStream Essentials for Administrators Prepares Administrators to manage, secure, and maintain applications from implementation through certification. OneStream Financial Close for Administrators Equips Administrators to implement and support Financial Close solutions, including Account Reconciliations and Transaction Matching. Developer Provides deep technical instruction in reporting, dashboards, data integration, calculations, and solution design. First Project Readiness for Consultants Equips partner consultants with the foundational skills needed for their initial OneStream project, focusing on essential platform concepts, application build basics, and core security setup. OneStream Consolidation for Consultants Guides consultants through implementing and integrating OneStream Financial Close solutions, emphasizing consolidation, reconciliation, transaction matching, and process automation. Architect A multi-milestone journey covering data design, integration strategy, advanced modeling, performance considerations, and best practice application architecture — all building toward certification. Two Fast Examples: Power Users & Architects Just to give a taste of how Learning Paths help different roles grow: Power Users Their Learning Path helps them: Build platform confidence Understand how to review and analyze published reports Support testing and design discussions Learn dashboards and reporting tools Everything is sequenced from basic to advanced so Power Users grow naturally into reliable team experts. Architects Their Learning Path guides them through: Strengthening core platform expertise Managing data flows and integration Making smart, scalable design decisions Preparing for OneStream certification Architects get the structured development they need to design solutions with clarity and confidence. Ready to Start Your Path? Here’s Your Call to Action. Your next step is simple — and it starts right now. 👉 Log in to OneStream Navigator 👉 Select the Learning Path that matches your role 👉 Begin your guided journey toward mastering the platform You don’t have to sort through dozens of courses. You don’t have to guess where to begin. Your path is already built — just step in. How to Access Navigator Through Okta To launch Navigator using your OneStream credentials: Log in to Okta using your organizational Single Sign-On. Once inside, look for the OneStream Navigator tile on your Okta dashboard. Click the tile — it will take you directly into Navigator without an additional login. Once inside, head to the Learning Paths section to select your journey. If you don’t see the Navigator tile in Okta, reach out to your internal IT administrator or your OneStream system admin to request access.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.Coming Soon: Getting Started with OneStream & Introduction to OneStream Courses
Global Education Services will release the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses on July 9, 2025. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but will be updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and-running with OneStream quickly: Introduction to OneStream. What is Happening? Getting Started with OneStream (Free) will soon be Introduction to OneStream (Free). Our Premium On-Demand and Instructor-Led Training courses will include new content that has been streamlined and updated for OneStream 8.5 and beyond. The change to our flagship lineup better aligns with our two unique audiences: Business End Users and Technical Users. Business End Users: Introduction to OneStream (Free) OneStream 8.5 and beyond Demo Videos Included Micro Credential 4 Hours On-Demand only All users are welcome to take this course, but Technical Users must complete the Getting Started with OneStream course as part of the First Project Readiness learning path Technical Users: Getting Started with OneStream Premium On-Demand & Instructor-Led Training (Paid) OneStream 8.5 and beyond Includes Interactive Labs and a dedicated section for Administrators 7 CPE Credits for On-Demand / 8 CPE Credits for Instructor-Led Training Micro Credential Additional Technical Content 6 Hours for On-Demand / 1 Day for Instructor-Led Training Prerequisite for follow-on OneStream Administration course and beyond Part of the First Project Readiness learning path When Does This Change Happen? The new Introduction to OneStream (Free) and updated Getting Started with OneStream courses are available July 9, 2025. Who Is This For? Business End Users – Need to know that the free course has been revamped and has a new name. Technical Users – Need to know that existing courses have been streamlined and updated for OneStream 8.5. What Happens to Getting Started with OneStream (Free)? This course will remain on OneStream Navigator and new and existing customers can register for the course any time between now and July 31, 2025. At that time registration will be closed. Anyone who has registered for the course will see the course in their “Activity” dashboard and will have until September 30, 2025, to complete the course. At that time, the course will be retired for all learners. What Is Different Between the old Getting Started with OneStream (Free) and the new Introduction to OneStream (Free)? The free version of Getting Started with OneStream was essentially a leaner version of the paid course, lacking interactive labs but retaining technical content. Introduction to OneStream will have all updated content (for OneStream 8.5 and beyond) and eliminate some of the more advanced technical content, making it easier for Business End Users to complete the course and earn a micro credential. Introduction to OneStream’s new streamlined content will only take four (4) hours to complete – half the time required by Getting Started with OneStream (free). What Now? Keep an eye on the Community Blog for the official launch announcement coming July 9. 2025. Until then, let us know your questions in the comments below.
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/uwemw9pm43z15cuNew 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
