Welcome to the OneStream Community.
Recently active
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
Introduction This Cookie Policy explains how and why OneStream Software LLC (“OneStream”) uses cookies in connection with OneStream Community and related products, offerings, and services (“OneStream Community”). Cookies are small text files placed on your device when using OneStream Community. The cookies used by OneStream Community include cookies that are strictly necessary for the operation of OneStream Community or otherwise functional, as well as optional cookies used for performance, analytics and personalization. By using OneStream Community, you consent to the use of these strictly necessary/functional cookies and, if you gave us your consent, those optional cookies for a better user experience.We Use Cookies OneStream Community uses cookies to properly function and to improve your experience.Additionally, OneStream Community may rely on third-party services for certain functionalities, including, without limitation, for hosting, vulnerability protection, account administratio
Why join the OneStream Community?The OneStream Community is a central source for technical professionals to problem solve, share knowledge, and engage with peers and OneStream. It is made up of technical forums, assorted resources, news, and IdeaStream (product enhancement requests). Joining lets you take full advantage of the Community, including the ability to post comments and questions, receive email notifications when someone responds to your posts, exchange private messages with other members, personalize your community experience, and submit and vote on ideas in IdeaStream.Without an account, you are limited to browsing, searching, and reading posts. You will not be able to give likes, vote on ideas, interact with other community members, or set customization preferences.The OneStream Community is fully responsive and works on mobile devices, so you can participate and stay up to date on the go.Share your ideas and influence the productIdeaStream is a collaborative feedback chan
How to Use the Toolbar When PostingThe toolbar is an editing tool that allows you to change the formatting of your posts in a variety of ways to make it easier to convey information. You can use it to change text alignment, add bulleted or numbered lists, insert tables and code samples, express yourself with emoticons, add images, and much more. This article will walk you through the process of using some of the toolbar features.Expanding the toolbarTo see all options, select the three dots on the right to expand the toolbar.Text formattingText and font: Make common changes to your text, including italicizing, bolding, and • underlining. Paragraph: You can choose between using regular paragraph formatting or selecting an • either large or small heading size for your text. Alignment: Align your text in a variety of ways; left-aligned, centered, or right-aligned. • Lists: Create bulleted or numbered lists.Table of contentsFor longer pieces of content (such as tutorials) you have the opti
What are Community ranks?The Community uses a ranking system that consists of earned ranks and assigned ranks. The earned ranking ladder encourages and recognizes quality contributions to the community, whereas assigned ranks sit outside the earned ranking ladder and are given based on a specific role in the community, such as a Community Manager.Community members can reach higher earned ranks by contributing and participating in the Community. For example, by creating new topics, receiving likes, or authoring accepted solutions.Community ranks are one way of showing that you are especially passionate, knowledgeable, and helpful.Having a high rank can help establish you as a leader, give you more visibility, and even open up exclusive opportunities. Where can I see someone's rank?A member's Community rank is shown throughout the Community - on your profile page, as you interact in the forums, and on leaderboards.What are avatar icons?While all Community members have a rank (either earn
Accessing your Community profileYour Community profile page is where you can view your bio and badges, update your profile information, and see your community contributions. To access it, click your avatar image in the top right corner of any page and select My profile from the drop-down menu.Editing your profileFrom your profile page, click My settings to update your display name, bio, profile photo, and other personal details. Save your changes when done.Viewing your contributionsYour profile page shows a history of your community activity, including topics posted, replies made, and likes given or received. This is a convenient way to find your past posts or track your engagement over time.Your badges and rankBadges and rank earned through your community participation are displayed on your profile page. See the Understanding Community Ranks and Badges article for more information.SubscriptionsSubscriptions ensure you receive automated email notifications about the most recent posts a
OneStream Software — Community Terms of UseLast Updated: 1 June 2026These Terms of Use (the “Terms”) govern your access to and use of the OneStream Software online community named Community ( “Community”), a public forum for discussion, knowledge-sharing, and collaboration regarding OneStream Software LLC products and services, operated by OneStream Software LLC (“Company,” “we,” “us,” or “our”). By accessing or using the Community, you agree to be bound by these Terms.1. Definitions “Community” means the online forum and any related events, sub-communities, groups, and tools made available by Company under these Terms. “Company IP” means the Community platform, software, branding, and all materials made available by Company (excluding User Content). “Member” means any individual who registers for, accesses, or uses the Community. “User Content” or “Submissions” means any text, code, snippet, image, video, file, link, comment, vote, badge, profile information, or other content posted,
The Community’s mission is to provide OneStream administrators, solution consultants, developers and other technical professionals a central hub to solve real world problems, share knowledge, and engage with peers and OneStream.We are happy you are part of the OneStream Community! We encourage you to visit often and participate. Get into the habit of searching the site for information and ask your toughest questions. If you find a solution that works, let others know and pay it forward!Your participation is essential for this community to thrive, and you can do so in a range of ways: posting questions and sharing answers, leaving comments on new posts and articles, voting for ideas on the IdeaStream, or just thanking someone for a helpful contribution. Remember that the OneStream Community is powered by volunteered time from busy professionals such as yourself.Before you get started, please note the following about OneStream's policies and code of conduct. OneStream Community reserves
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.
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.
For decades, finance careers followed a familiar pattern. Early roles were built on repetition—reconciling accounts, chasing variances, managing close cycles. Over time, those experiences added up to judgment, confidence, and credibility. But today, that model is breaking. AI and automation are rapidly removing the “busy work” that once defined how finance professionals learned their craft. Teams are being asked to move faster, think more strategically, and guide the business through constant uncertainty—often without the traditional learning curve that used to get them there. The result is a new question for modern finance professionals: How do you prove you’re ready for a role that’s still evolving? From Number Crunchers to Strategic Architects Across the finance organization, expectations are rising. Finance is no longer viewed primarily as a reporting function. Instead, teams are expected to deliver insight
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
