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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, rei

On this episode of the OneStream Podcast, host Peter Fugere interviews Ricky Parkash, a senior trainer at OneStream, about his new book, 'OneStream Fundamentals.' Ricky shares insights on the writing process  and how the book can serve as a valuable resource for both new and experienced users of the OneStream platform.

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 c

OneStream Fundamentals by Ricky Parkash is here—your essential starter guide to mastering Corporate Performance Management (CPM) with the OneStream Platform. Whether you're a finance professional just getting started or looking to sharpen your skills, this book delivers practical insights on: ✅ Dimensions, Cube Views & Data Importing✅ Transformation Rules & Calculations✅ Workflow & Reporting (Spreadsheets, Report Books, Dashboards)✅ Troubleshooting Techniques✅ Real-World Applications of OneStream Published by OneStream Press, this guide is your launchpad into smarter, faster, and more confident financial performance management. 📚 Available now—get your copy and elevate your CPM game!

In today’s enterprise landscape, platform architecture is the difference between scalable innovation and costly gridlock.  Organizations increasingly struggle not with tools, but with platform cohesion, governance, and scale. As platforms grow more complex, the margin for architectural missteps shrinks—leading to performance issues, security gaps, rework cycles, and rising total cost of ownership.  What organizations need now is confidence: confidence that their platform will support consistent governance, enable faster onboarding, and evolve without disruption. That confidence comes from experienced professionals who can design platforms with long-term value, performance, and extensibility in mind.  That’s why OneStream is introducing the Core Platform Architect Certification.  Introducing the Core Platform Architect Certification  The OneStream Core Platform Architect certification validates that you can design and

The OneStream Community just got a new resource—and if you’re on the path to certification, this will help you on your journey.  We’re excited to unveil the brand‑new Certification area, a dedicated space designed to support your certification path. Whether you’re preparing for your first exam or looking to deepen your expertise, this new hub brings essential resources directly into the Community experience. A New Home for Certification Webinars To kick things off, the Certification area now features our growing library of Certification Webinars. These sessions were previously available only through Navigator and required Passport access. Now, they’re right here in the Community—easier to find, easier to access, and easier to incorporate into your study plan. Certification has always been a powerful way to validate your OneStream skills, stand out professionally, and stay aligned with best practices. By bringing these resources into the Community, we’re making it simpler than

On the season five premiere of The OneStream Podcast, Peter Fugere is joined by Nuno Guimaraes and JS Irick from TruQua, an IBM Company, to discuss the evolving landscape of financial planning and analysis (FP&A). They explore the challenges organizations face during financial closing, and the importance of optimizing financial processes along with the impact of AI on FP&A.

Happy New Year! As we step into 2026, we hope everyone enjoyed holiday time with their loved ones and some time away from the office. As we settle back into our computer chairs, it's time to look back at 2025 with our year in review. Overall, we had a big year of change and growth for our Community, and look forward to more in 2026.  Here’s a snapshot of 2025: 👥 388,275 visits and 140,526 unique visitors with a total of 1.1M views! 💬 1,174 new discussions, 💡402 new ideas, and ✍️ 93 new blogs 📊 Reporting was the most active forum for the year, with 316 new discussions New Resources: Upgrading to 8.0+ QuickTips Press Excerpts Tech Talks Top Engaged Threads: 💬 Most Replies: Version 9.0 Redacting information in Error Log 👀 Most Views:  How to install Excel addin? Most Active Members: 🗣️Most Forum Replies: RobbSalzmann 👍 Most Likes Received: JackLacava ✅ Most Authored Solutions:  T_Kress

As we wind down activity for the remainder of the year, we’re already looking forward to what’s next. 2026 is shaping up to be a big year, with new initiatives, fresh content, and even more opportunities to connect and grow together. This year has been full of exciting conversations, shared knowledge, and meaningful contributions. We’re incredibly grateful for the energy, ideas, and support that each of you has brought to the Community. Your participation is what makes the Community thrive. We can’t wait to share what’s in store and to continue building this vibrant community with you. ✨ From all of us here: Happy Holidays and Happy New Year! Thank you for being part of our journey—we’ll see you in 2026!

We’re excited to share that on January 12, OneStream Press will release its 9th book—and our second mini book—OneStream Fundamentals. This focused starter guide is designed for professionals who are new to corporate performance management and the OneStream platform. Whether you work in financial services, energy, retail, or manufacturing, this book will help you understand how OneStream enhances consolidation, planning, and reporting. Inside, you’ll find: An introduction to Members, Dimensions, and Cube Views How to import data and build Transformation Rules Guidance on creating Calculations for consolidation and planning The power of Workflows Reporting with spreadsheets, dashboards, and report books Troubleshooting tips for configuration and reporting issues 📖 OneStream Fundamentals is your roadmap to mastering the essentials and starting your OneStream journey with confidence. Stay tuned for the official launch on January 12—and be among the first to explore this powerf

On the Season 4 finale of The OneStream Podcast, Craig Colby, Co-founder and Chief Success Officer at OneStream, joins Peter Fugere to discuss how advancements in AI and faster deployments are helping OneStream customers work smarter and Take Finance Further. Listen now!

We’re thrilled to share some big news with you—Tech Talks are now available directly in the Community! You’ll find them conveniently located under the Resources tab, making it easier than ever to explore the latest OneStream insights and discussions. Not sure what Tech Talks are?  Tech Talks are an educational webinar series designed to deepen understanding of the OneStream Platform. Each session focuses on a specific feature or topic and provides practical insights, real-world use cases, and expert guidance. Tech Talks aim to help administrators, developers and consultants enhance their technical skills, streamline processes and stay informed about best practices and innovations within the OneStream platform.     📚 Freely Available Content: Tech Talks are now open to everyone in the Community.     🎥 OnePoints Still Earned in Navigator: To receive OnePoints for Tech Talks, you’ll continue to watch videos in Navigator. But now, the content itself is accessible without restrictio

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 HighlightsThis 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 Instruct

We're winding down on 2025, and time sure flies! We wish you all a joyful holiday season and a Happy New Year that's filled with rest and quality time with loved ones. We are continuing to make some changes around the Community and encourage you to keep exploring. Don’t forget about OneStream Press Excerpts—a helpful resource tucked under the Resources tab in the top navigation. These excerpts are available free of charge, offering a glimpse into the insights packed into our full publications. For those who want to dive deeper, complete editions are just a click away at onestreampress.com.   📈 The Community is continuing to grow! Here’s a snapshot of November 2025: 👥 41,090 visits and 22,815 unique visitors 💬 81 new discussions, 💡 23 new ideas, and ✍️ 10 new blogs 📊 Reporting was the most active forum yet again! We saw 25 new discussions   Top Engaged Threads: 💬 Most Replies: Automatic update of Metadata in OneStream? 👀 Most Views:  How to i

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 goal

Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Professional (OCP) – Core Platform Architect exam!  Join us on Monday, November 24, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Cubes Workflows Data Collection ...and more! Our experts presenting will be: Ryann Hristovsky, Director, Black Diamond Carlo Testoni, Senior Instructor, OneStream Ricky Parkash, Senior Instructor, OneStream Register today to reserve your space!

Great news! Another batch of OneStream Press Publication Excerpts has just been released. Just like before, these full-chapter excerpts are available for free to users of the OneStream Community and designed to give you a taste of what OneStream Press publications offer. There are now excerpts from six publications available: OneStream Foundation Handbook, OneStream Planning: The Why, How and When, OneStream Finance Rules and Calculations, OneStream Financial Close, OneStream Advanced Reporting and Dashboards, and OneStream Administrator Handbook. Stop by and peruse the available chapters to learn something new. You can find the excerpts in the Resources tab in the upper navigation of the Community.  Don't forget to check out our full lineup of press publications at OneStreamPress.com

🎉 Have you explored our latest gem? We’re excited to introduce the OneStream Press Excerpts—a brand-new resource designed to inspire and inform! You’ll find it nestled under the Resources tab in the top navigation. These excerpts are available to everyone completely free of charge, offering a sneak peek into the insights and expertise packed into our full publications. If you’re hungry for more, the complete editions are just a click away at onestreampress.com. 💡 Need a quick dose of knowledge? Don’t miss our QuickTips, released fresh every Wednesday! These bite-sized tips are crafted to help you get the most out of your OneStream experience. Be sure to swing by the Community each week to catch the latest drop. 🎄 As the holiday season approaches, we’re feeling especially grateful for the vibrant, collaborative spirit that defines our Community. Your questions, answers, ideas, and encouragement make this space truly special. From all of us to all of you—thank you for being part of th

Registration for our last live Tech Talks of 2025 is now open! On this edition of Tech Talks, the Author of the new OneStream mini book "OneStream Essentials", Teresa Catron Kress, joins Tom Linton and Matt Kerslake to discuss how to design and maintain a robust security model in OneStream. Learn about what's possible with OneStream Security, using Slice Security versus no input business rules, and get a walkthrough of use cases. Register now! Tech Talks: OneStream Security - Data Access Security (aka Slice)  

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 e

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-

Tech Talks: Designing with OneStream Genesis is now available. On this edition of Tech Talks, Doug Kinchley and Jacqui Slone return to take a further look at OneStream Genesis, including using embedded blocks and layouts. This replay is FREE to all OneStreamers and does not have an expiration date so watch as often as you like!

The OneStream Certification Program is pleased to announce the availability of the OneStream Certified Professional (OCP) Core Platform Architect exam!  Description Individuals who successfully earn the OneStream Certified Professional Core Platform Architect certification have the knowledge, skills, and experience to design and implement OneStream’s unified financial platform. They have experience with consolidation, planning, data integration, reporting, workspaces, workflows, dimensionality, security, rules, MarketPlace Solutions, and data management. They are knowledgeable in the areas of accounting, finance, and information technology. This exam is based on six courses in the OneStream Essential Series and OneStream Architecture Series:  Getting Started with OneStream Building Basic Reports Implementing OneStream Configuring Core Application Security OneStream Administration Designing an Application Design Decisions Instructor Led To prepare for the exam, including exa

We’re excited to announce that OneStream Press Publication Excerpts are now available for free on the OneStream Community! Previously housed in Navigator, these excerpts feature full chapters from select OneStream Press books — giving you a deeper look into the content and insights our publications offer. Whether you're exploring a new topic or looking for a preview before diving into a full book, these excerpts are a great way to get started. And this is just the beginning — more excerpts are on the way, with new releases planned through 2026, including chapters from upcoming publications. You can find the excerpts in the Resources tab in the upper navigation of the Community. It’s easy to access, free to explore, and a valuable tool for anyone looking to expand their OneStream knowledge. Stay tuned for updates as we continue to expand this library of content! You can always view our full lineup of press publications at OneStreamPress.com

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 decision