News

Registration for the August edition of Tech Talks, Genesis SPK 2.0 is now open. Join Tony Mallardi, Matt Kerslake and Tom Linton look at Genesis Solution Packaging Kit 2.0, a valuable tool for all developers. Reserve your spot now!Tech Talks: Genesis SPK 2.0 | OneStream Software

 Hello again, OneStream Community — I've been counting down to this one. After a lot of behind-the-scenes work from our team, I'm thrilled to share that the new OneStream Community is officially live. As of today, you can access it using your standard Okta sign-in, or by heading to community.onestream.com and clicking Login.A quick note before you dive in: while portions of the Community remain publicly available, I'd really encourage Customers, Partners, and Employees to sign in. That's how you unlock role-specific areas and the ability to jump into the conversation with the rest of the Community. What’s New? We packed a lot into this launch, and here's what you can explore right away. Improved Search Results Find what you're looking for faster with improved, unified search across the entire Community — now with an AI-generated summary to get you to the answer even quicker. Universal Tagging Our tagging system is now synchronized across the whole Community. When you post a new topic i

We are pleased to announce that Certification Digital-Credentials will be visible on the OneStream Community as of today, August 3, 2026 — a new way to recognize the accomplishments of OneStream-certified professionals.What's New?If you hold an active OneStream certification, you'll notice your digital credential badge automatically displayed in your OneStream Community profile. They are also viewable if you mouse over someone’s username in the OneStream Community! What action must I take? No action is required. Whether you're connecting with peers, answering questions, or collaborating on solutions, your credential badge signals your expertise at a glance.Why This Matters?OneStream Certifications represent a meaningful investment in proving technical skills, competencies and your commitment to mastering the OneStream platform. By showcasing these credentials in the community, we're giving certified professionals a way to stand out, build credibility, and inspire others to pursue their

We’re excited to share the next evolution of the OneStream Solution Exchange - now redesigned as a modern, web-based experience that makes it easier than ever to discover, evaluate, and access solutions.Whether you're on a desktop, tablet, or mobile device, the new experience is fully responsive, intuitive, and accessible wherever you work.Explore More EarlierThe Solution Exchange is now a public-facing experience, allowing you to explore all of OneStream’s offerings without logging in. This makes it easier to discover what’s available, understand capabilities earlier, and share information across your organization.Faster Discovery, Better DecisionsFinding the right solution is now simpler and more intuitive:Browse a full solution catalog with categories, tags, and filters Quickly find what you need with improved search and navigation Explore richer solution details, including documentation, related solutions, and version optionsWith this new experience, the Solution Exchange becomes e

We're excited to announce that you can now search the OneStream Navigator training library directly from the OneStream Community. No more jumping between tabs or trying to remember where a particular course lives — everything is now just a search away, right where you already come to connect, ask questions, and learn from your peers.One search bar, twice the answersThe new Navigator filter option displays the relevant number of results based on the search term/s entered.Until now, finding the right learning content meant leaving the Community and heading somewhere else to dig through the catalog. That extra step is gone. When you run a search in the Community, your results now include both Community content and Navigator training content side by side.You'll see a Navigator tab appear alongside your other search results. Click it to filter down to just the training content, or browse everything together to see the full picture. Whether the best answer is a peer's discussion thread or a

What is happening?  OneStream Press books will no longer include certification exam coupons in new publications. As a result, the OneStream Certification Program will no longer honor exam coupons from any book, existing or new.When is this effective?  The final date to request a voucher is Thursday, October 1, 2027. All requests must be submitted in ServiceNow by this date.   Any book purchased through October 1, 2026 is eligible to request the discount for 12 months from purchase date. October 1, 2027 is the last date to request a voucher for a book purchased October 1, 2026 and earlier.What action must I take?  If you have a OneStream Press book and wish to redeem your book coupon for an exam voucher, you must open a ServiceNow ticket with Credentialing and submit your proof of purchase (original receipt or original invoice). All book vouchers must be requested within 12 months of original book purchase date. The exam voucher must be used within 12 months of receipt.  When must all v

We're excited to announce the release of the new Genesis Planning course.This self-paced learning experience introduces the core concepts, configuration patterns, and practical use cases behind a planning framework in Genesis. Through guided instruction, demonstrations, and real-world situations, learners will discover how Genesis enables finance teams to rapidly design and deploy modern planning experiences using a flexible, no-code framework.In this course, you'll explore how to:Configure and organize Genesis planning experiences Build intuitive navigation and user-friendly interfaces Leverage content blocks to support planning workflows Create engaging data entry and reporting experiences Apply planning concepts through practical examplesWhether you're a OneStream Administrator, Power User, Solution Lead, or simply looking to expand your Genesis expertise, this course provides a solid foundation for delivering impactful planning solutions faster and with greater confidence.Start you

The OneStream Community team is excited to announce the launch of a brand‑new Technical Guides space within the Resources section of the Community—your new destination for expert-driven, practical, and in‑depth technical content. Over the years, our Community has produced a wide range of high‑quality documentation, tutorials, and best‑practice guides. Until now, these materials were scattered across multiple areas. The new Technical Guides space brings all this high‑value content together in one centralized, easy‑to‑navigate location. A Curated Collection of Expert Knowledge Starting today, the new Technical Guides space is live with an initial collection of 66 articles written by OneStream specialists, architects, and power users. These guides cover a broad array of topics—including: Rules & Calculations – Best practices, advanced logic, and real‑world examples Dashboards – Design guidance, component‑level walkthroughs, and visualization strategies Metadata – Structuring, optimiz

Bonne nouvelle pour nos membres francophones — vous pouvez publier dans la communauté OneStream en français !Nous sommes fiers de compter des membres francophones natifs au sein de notre communauté, et nous souhaitons que chacun se sente à l'aise pour poser des questions et partager ses connaissances dans la langue qui lui convient le mieux. Que vous déboguiez une règle de consolidation, partagiez un conseil technique ou participiez à une discussion, n'hésitez pas à écrire en français, en anglais, ou dans les deux langues.Notre communauté est plus forte quand tout le monde peut y participer pleinement — et cela passe par la suppression des barrières linguistiques. Si vous posez une question en français, d'autres membres francophones sont là pour vous répondre. Et bien sûr, les anglophones sont toujours les bienvenus dans la conversation !Alors la prochaine fois que vous avez une question ou une idée à partager, n'hésitez pas — publiez, en français ou en anglais.Bienvenue à tous nos mem

Good news for anyone who ever hit play on the OneStream Podcast: every episode now has a permanent home right here in the OneStream Community.The show itself has wrapped but the conversations were far too good to fade away. So, we've brought the full back catalog into the Community, where you can browse it, listen to it, and share it whenever you like.What you'll find in the archiveThe OneStream Podcast brought together finance leaders, customers, partners, and OneStream experts for honest conversations about the real work of modern finance teams. Across the archive you'll hear practical takes on leading through change, getting more out of your data, and moving finance from reporting the past to shaping what's next.The best part? The tools keep evolving, but the lessons — on leadership, on teams, on doing finance better — are just as relevant today as when the episodes were recorded.Give them a listenWhether you're catching up on a favorite episode or discovering the show for the first

This module provides an overview of the new features and updates in the CPM Express IFRS PV930-SV100 Release Highlights release. This module is intended for administrators and implementers.Delivery Types: On-Demand (OD)Duration: 40 MinutesAvailability: This Course is FreeCourse Link: CPM Express IFRS PV930-SV100 Release Highlights

This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module reviews introductory C# rules in OneStream. It reviews the XFBR String, Dashboard Data Set, and Dashboard Extender rule types, which are common C# rule types. The module reviews the common use cases and how to create and call the rules. You may encounter C# logic within these rules, and this walkthrough provides an introductory example to help you understand the structure, purpose, and practical use of these rules. Delivery Types: On-Demand (OD) Duration: 45 Minutes Availability: This Course is Free Course Link: Reviewing Introductory OneStream C# Examples

As a final reminder, the new OneStream Community will arrive on June 29, 2026.   From June 19 at 2PM CST through June 29, the OneStream Community will be set to read-only mode. At this time, no new content can be posted, likes and comments will be disabled, and all member engagement opportunities will be temporarily frozen. You will still be able to browse and search for content as normal; just no new posts will be possible until the migration to the new platform has been completed.   Once the migration is completed, you’ll be able to access the new OneStream Community by clicking the OneStream Community tile in Okta. To learn more about what to expect with the new Community, please read our The New Community Experience Arrives June 29, 2026 post. 

Great dashboards don’t just look good — they drive clarity, confidence, and better decisions across the business. If you’re responsible for turning data into insight in OneStream, the Building Dashboards Certification is designed to validate exactly that skill set.  For a limited time through the end of June, customers who have recently completed the Building Dashboards course are eligible to take the certification exam at a special 50% OFF promotional price. It’s the perfect moment to turn hands‑on learning into a credential that proves real‑world impact.  Why Customers Pursue the Building Dashboards Certification  Customers working toward this certification typically share the same goals:  Deliver dashboards that executives trust and actually use  Reduce manual reporting and last‑minute data scrambles  Clearly communicate performan

This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. It contains a reference guide for VB.NET versus C# code for core C# topics such as data types, variable initialization, collection initialization, operators, jump statements, selection statements, loop statements, and try-catch statements. Delivery Types: On-Demand (OD) Duration: 15 Minutes Availability: This Course is Free Course Link: VB.Net Versus C# Reference Guide

The OneStream Certification Program is pleased to announce the availability of the https://www.onestream.com/ges/certification/exams/ exam!  Individuals who successfully earn the OneStream Certified Specialist Financial Close certification are capable of performing Financial Close tasks such as, using Reconciliation Administration, TXM administration, adjustments and journal entries, TXM and reconciliation reporting, data splitting, etc. They are knowledgeable in basic accounting and/or finance principles, have a general understanding of CPM principles, and are ready to be staffed on their first Financial Close project. OneStream Certified Specialists in Financial Close have hands-on experience with the OneStream platform and a track record of successfully providing support or enablement. This exam is based on four courses in the OneStream Solutions series and the OneStream Essential Series:  Getting Started with OneStream OneStream Solutions: Implementing OFC Account Reconc

The Express Development team is excited to share that CPM Express IFRS (PV930 SV100) was released on June 9th! What’s new in IFRS? This latest release delivers greater transparency and control for finance teams, introducing the Consolidation Helper for clear audit trails into elimination and consolidation entries, a detailed documentation around the consolidation engine, an enhanced Consolidation Hub to handle proforma and what-if, Intercompany Matching at the transaction currency level, along with reporting, performance, and usability enhancements. Want to learn more? Read: Review of the release notes and product documentation on the Solution Exchange. Want to get involved? If you are a customer and are interested in how CPM Express is used, please contact your implementation partner or Customer Success Manager. If you are a partner and would like to learn more about CPM Express, please contact your Partner Alliances Manager. Looking for Training?Instructo

This course is intended for administrators or consultants who want to build dashboards that can be used with the MBE. It covers dashboard design approaches, practical considerations, and explores how Smart Links can be used to share dashboards Delivery Types: On-Demand (OD) Duration: 1 Hour, 30 Minutes Availability: This Course is Free Course Link: Designing Dashboards for the MBE

This course is intended for administrators or consultants who want to distribute dashboards to MBE users by generating Smart Link URLs. It introduces Smart Links, reviews the required code, and explores three use case examples. Delivery Types: On-Demand (OD) Duration: 1 Hour Availability: This Course is Free Course Link: Creating Dashboard Smart Links for the MBE

Course Description:  This course covers a complete, end‑to‑end introduction to Workforce Planning within the Line Item Modeling (LIM) solution. You will explore how to install and configure the solution, define and manage the Register, load and govern workforce data, build and use global/cube/lookup drivers, create formulas, manage filter groups, construct and calculate plans, apply security settings, and process results for reporting and dashboard analysis. Through guided examples and use cases, the course enables you to model, maintain, and analyze workforce plans. Delivery Types: On-Demand (OD) Duration: 8 hours Availability: This course is fee based/for purchase a la carte.This course is available via Passport Access. Course Link: Workforce Planning with LIM

Our goal is to deliver clear, accurate, and helpful OneStream product documentation, so we greatly value your comments on the content.  As you explore topics on the https://documentation.onestream.com/1375907/Content/Home.html, we invite you to share your thoughts using our https://vimeo.com/1164745505?share=copy&fl=sv&fe=ci feedback system. When you’re using the documentation site, indicate if the content is helpful or unhelpful, and specify how, using the corresponding feedback forms. Include a short explanation of your experience to help us understand what you like or how we can improve, so we can continue to enhance the quality of our content. You can submit feedback anonymously or include contact information.   Your constructive feedback can help inform content improvement and the user experience as we thoroughly review each submission.   Visit our documentation site and share your voice! 

Course Description:  This module is the ideal starting point for learning how to maintain and build reports in OneStream. It introduces the various OneStream reporting options and points to the relevant training materials in our curriculum. Delivery Types: On-Demand (OD) Duration: 15 Minutes Availability: This Course is Free Course Link: OneStream Reporting Tools

We have an important update on the launch timing for the new OneStream Community. The new experience will now launch on Monday, June 29, 2026. The Community will enter read-only mode during the week prior to launch (June 22-26) as we prepare for the transition. What this means for you This additional time allows us to further refine and enhance the overall Community experience—ensuring a smoother, more seamless, and more modern platform from day one. Our focus is on delivering an experience that feels intuitive, reliable, and valuable the moment you log in. What’s next? We’ll share more updates as we get closer to launch. In the meantime, if you’re looking for full details on what’s changing, what to expect, and answers to common questions, check out our original announcement: The New Community Experience Arrives this June. More questions? We’d love to hear from you—drop your questions or feedback in the comments below. We sincerely appreciate your patience and understanding! 

Course Description:  This module provides an end-to-end walkthrough of Workforce Planning Express, from initial configuration and driver setup through workforce data integration, calculation, analysis, and loading results into the financial planning cube. Learners will see how Workforce Planning Express supports accurate, repeatable workforce cost planning and integrates workforce results into broader financial planning. Delivery Types: On-Demand (OD) Duration: 2 hours Availability: A La Carte, Navigator Passport Course Link: Configuring Workforce Planning Express

On Peter Fugere’s final episode of the OneStream podcast, Clint Holt from KTX Solutions joins him to discuss the implementation of OneStream's CPM Express. They explore the efficiency and speed of the implementation process, the importance of client engagement, and the transformative impact of AI on project delivery.