News

We’re excited to unveil a new addition to the OneStream Community: the Product Updates space, available exclusively to registered and signed‑in OneStream customers, partners, and employees. This space is your go‑to destination for understanding how the OneStream Platform and Solutions continue to evolve, and how those changes can support your business objectives. It brings together enhancements and new capabilities in one place, helping you quickly understand what’s new, what’s changed, and why it matters. Designed With Practitioners in Mind The Product Updates space goes beyond simply listing updates. Each post provides meaningful context and clarity so you can see how the platform and solution improvements: Expand use cases Streamline workflows Strengthen performance Increase the value of your OneStream investment By connecting updates to real‑world scenarios, this space makes it easier to apply what’s new and get more out of OneStream. Stay Connected to What’s Next We’re thri

The Express Development team is excited to share that CPMx GAAP (PV920 SV100)  was released on March 25th! Whats new in GAAP? This latest release focuses on introducing new planning calculation settings, enhanced What-If Analysis, alias functionality, and Workforce Planning Express integration, along with various backend updates. 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? Instructor-led training is now available and coming late this spring. Check out the details in Navigator.  Have feedback? If you have feedback or receive it from customers or prospects, please share it with the team via this

If you’ve completed the Building Dashboards course, you’ve already done the hard part. You’ve moved beyond standard reporting.You’ve learned how to design dashboards that tell a story.You’ve built views that help stakeholders truly understand what’s happening in OneStream. Now there’s a clear next step. Get Certified. Get Recognized. You’ve already built the skills—certification is how you make them visible. The OneStream Certified Specialist (OCS) - Reports and Dashboards Exam is designed for practitioners who are already doing the work. It validates your ability to translate business questions into dashboards that drive insight and action. If you completed the instructor-led course, you’ve already covered the core concepts the exam is built around: Designing dashboards with purpose—not just visuals Structuring reports to support decision-making Applying best practices that scale across an organization Certification is your opportunity to formalize those skills and showcase them to

The Express Development team is excited to share that Workforce Planning Express (PV920-SV100) was released on March 17! What is Workforce Planning Express? It’s a packaged solution designed to help organizations plan and manage their workforce more easily. It includes leading-practice designs and ready-made configurations so teams can get started quickly. With this solution, you can: Plan position adjustments such as hiring, transfers, and terminations. Manage headcount across the organization. Monitor compensation, benefits, and other workforce-related costs over time. Want to learn more? Read: Review of the release notes and product documentation on the Solution Exchange. If you’re working with customers or prospects Here are a few ways you can guide them to get started: Access the Solution: Workforce Planning Express is available for download on the Solution Exchange. Training Opportunities: End-user training is now available in Navigator Have feedbac

On this episode of The OneStream Podcast, Peter Fugere is joined by Jessica Toner and Eric Telhiard to discuss their new book ‘OneStream Workspaces and Assemblies’ and how these evolutions in architecture are reshaping the development workflow and creating new opportunities to optimize user experiences and system efficiencies.

The OneStream Community team is aware of an issue that impacts the usage of the IdeaStream and User Groups for all OneStream Community members. We are working closely with our platform vendor to publish a patch to resolve these issues. Please read on for further details.  Who is impacted? This issue impacts all signed in OneStream Community members that are attempting to 1) Access any space or post within the IdeaStream, and 2) Post a new discussion within a User Group. What is impacted?  IdeaStream and User Groups. How is it impacted?  Members who attempt to access a category or post within the IdeaStream or attempt to post a new discussion within a User Group will notice that the URL displayed in their browser will change, but the page will not proceed to the URL listed in the browser.  Workaround Click the intended link or button, and then click refresh on your browser to display the desired page. This will load the page as expected. Status Our platform vendor is

In OneStream, dashboards are where data becomes actionable insight. Whether supporting executives, enabling administrators, or guiding end users through intuitive landing pages, effective dashboard design is a critical capability for any OneStream professional.  For those working with cube data, dashboard components, or application navigation, the OneStream Essentials: Building Dashboards course is designed to help you move faster—and build with confidence.  Why Building Dashboards in OneStream Matters  Dashboards sit at the intersection of reporting, usability, and performance management. When designed effectively, they enable users to quickly analyze information, navigate applications, and make informed decisions. When not, they create confusion, reduce trust, and increase maintenance effort.  In practice, OneStream dashboard builders are responsible for:  Creating executive dashboards that highlight key financial and operational metrics 

Registration is now open for the March live edition of Tech Talks. Tom Linton and Matt Kerslake welcome back Sam Eburn with Marcio Pataca to explore rule writing and, in particular, the sibling rivalry between C# and VB.Net! Tech Talks: Playing with (and by) the Rules - C# and VB.Net. - a Side-by-Side Comparison

When organizations invest in OneStream, they’re not just adopting a platform — they’re stepping into a new way of working. But unlocking the true value of that investment requires more than features and functionality. It requires people who feel confident, skilled, and empowered to use OneStream to solve real business challenges. That’s why the most successful customers treat learning as a continuous journey, not a checkbox. They use a blend of training modalities — On‑Demand courses, virtual public instructor-led training, and private team training — to build momentum at every stage of adoption. And when you look closely, the magic isn’t in any one modality. It’s in how these learning experiences work together. A Learning Journey That Evolves as You Do Before Implementation: Planting the Foundation Long before the first workflow is built, teams benefit from grounding themselves in fundamentals. On-Demand learning becomes the perfect starting point here — a low‑pressure way for users

On this episode of The OneStream Podcast, Peter Fugere is joined by Aymar Doat to discuss CPMx IFRS. The pair talk about the differences from US GAAP and how OneStream has tailored it’s already successful CPM Express offering to accelerate implementations for EMEA customers.

It’s official — OneStream Workspaces and Assemblies by Jessica Toner and Eric Telhiard is now available. This book is your comprehensive guide to understanding and applying the Workspace architecture that’s reshaping the OneStream Platform. With practical examples, screen walkthroughs, and best‑practice strategies, you’ll learn how to design intuitive applications, streamline dashboards, centralize logic, and manage multi‑developer environments with confidence. If you’re a OneStream developer, admin, or architect, this resource will help you modernize your approach and build solutions that are more maintainable, scalable, and efficient. The next generation of OneStream development has arrived — and this book will help you lead the way. 👉 Get your copy now at OneStreamPress.com Meet the Authors Eric Telhiard Eric Telhiard is the Senior Director of Demo Engineering at OneStream Software. Since joining the company in 2020, he has played a pivotal role in shaping the demo development exp

Are you preparing to schedule your OneStream Certified Specialist (OCS) – Reports and Dashboards exam and looking for additional preparation? The OneStream Certification Program is pleased to announce our second Certification Prep Webinar for the OCS – Reports and Dashboards exam. Join us on Tuesday, March 31, 2026, at 11:00am ET for a 60-minute session led by OneStream experts. This webinar will review key topics covered on the exam and provide additional context to support your exam preparation. Topics Covered The session will focus on the following exam topics: Cube Views Dashboard Parameters Dashboard Components Additional related concepts Our Experts Presenting The webinar will be facilitated by the following presenters: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicky Baretta, Manager, Remote Consulting, OneStream Registration Register today to reserve your space. Missed the First Prep Webinar? The previous Certif

Whether you’re new to OneStream or a seasoned architect, Workspaces provide the tools to streamline customization and deliver more maintainable, scalable applications. This OneStream Workspaces and Assemblies book was written for developers, administrators, and technical users looking to confidently navigate the Workspace transition, understand its purpose, and apply it effectively within the framework of modern financial operations. Through guided examples, screen walkthroughs, and best-practice strategies, dive into the components and concepts behind Workspaces and how they elevate your OneStream development. You will explore how enhanced security, collaborative development tools, and streamlined deployment models can transform how solutions are delivered in your organization.     Setting up and configuring Workspaces     Centralizing logic with Assemblies and Assembly Services     Reorganizing dashboards for cleaner UI management     Navigating the new Dev‑to‑Prod lifecycle   

On this episode of The OneStream Podcast, Peter Fugere talks with Raj Chaudhury and Scott Viafore from SKYROQ Consulting to discuss their innovative Tariff Solution, developed to address the complexities of tariff management in businesses and the solution’s benefits for companies navigating the challenges posed by fluctuating tariffs.

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

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 Das

Introducing OneStream Press’s upcoming publication: OneStream Workspaces and Assemblies. Coming this March, workspaces are transforming how developers interact with the OneStream Platform—bringing Cube Views, dashboards, and data management elements together into a unified, flexible environment. With the introduction of Assembly Services and application containers, development workflows are evolving to be more collaborative, secure, and efficient. Written by authors Eric Telhiard and Jessica Toner, this book is built for developers, administrators, and architects who want to confidently navigate the Workspace transition and elevate their OneStream solutions. Through examples, walkthroughs, and best‑practice strategies, you’ll gain the clarity needed to build smarter and collaborate more effectively Eric TelhiardJessica Toner  

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/  

On this episode of The OneStream Podcast, Peter Fugere welcomes Jason Call from AMCO Solutions to discuss the growth and success of AMCO as a partner of OneStream. The duo discuss the innovative solutions AMCO has created, implementation strategies, the integration of AI, and the importance of customer engagement.

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

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 n

Available Until April 10 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation until April 10. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments. Who the Exam Is For This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including: Reconciliation Control Manager (RCM) Transaction Matching (TXM) Reconciliation administration and reporting Journal entries and adjustments Integration between RCM and TXM components Workflow setup, design considerations, and security Cube attribute and dimension usage Data loading and performance management Why Par

On this special episode of The OneStream Podcast, we’re celebrating the invaluable contributions of our partners in driving innovation and delivering exceptional solutions for our clients. Shawne Vandesteeg and Sean Thompson from OneStream’s Alliances team join Peter Fugere to discuss the essential role our partners play in the OneStream ecosystem and the ways we recognize them during Partner Appreciation Month.

OneStream Global Education Services now issues Learning Path micro credentials for the First Project Readiness and Implementing OneStream Financial Close Learning Paths! What’s the difference between a course micro credential and a Learning Path micro credential? Upon successful completion of an individual OneStream course, learners receive an email from Credly where they can claim their course micro credential to share to their social media platforms of choice. Learning Paths are next level in that learners must successfully pass all prescribed courseware in the Learning Path prior to earning the Learning Path micro credential. Do I earn a micro credential for the courses as I complete them AND the Learning Path? Yes! Learners will still earn course-level micro credentials as you have in the past. The only change is that if you complete all courses in a designated Learning Path, you will receive an ADDITIONAL overarching badge to share your achievement! Who is eligible to earn these m

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 ever