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With the OneStream Solution, you never have to compromise features for time. On this episode of The OneStream Podcast, Stephen Crea from OneStream partner Clearsulting joins Peter Fugere to discuss how Clearsulting were able to achieve a client’s tight implementation deadline while meeting all of their industry specific needs thanks to the power of the OneStream platform.

Exciting news! The OneStream Community is now the home of QuickTips. Previously, QuickTips were only available for our Navigator Passport Subscribers, but they are now available for all our OneStream Community members to view freely.   Located inside the Resources navigation menu, QuickTips are short videos that are designed to help users understand a specific, technical topic. For example, there are QuickTips videos explaining how to write a forms event handler rule, export data between cubes, create a custom time dimension, several BI Viewer topics, and more.   With this launch on the OneStream Community, we have released three QuickTips videos, and plan to continuously roll out all the remaining assets in the QuickTips library through the rest of the year and into early 2026. New QuickTips will also be released directly onto the OneStream Community going forward.   The complete QuickTips library may continue to be found on OneStream Navigator for Naviga

OneStream Press is proud to unveil our first-ever mini book — OneStream Security Essentials. Launching October 14, this new publication is a compact yet content-rich addition to our technical lineup. A must have for Finance Professionals who crave depth without the bulk, this new release delivers expert insights in a smaller, more portable format. This marks the 8th publication in our growing catalog, continuing our goal to provide high-quality, practical and technically accurate resources. 📅 Launching October 14📚 Explore our full lineup: onestreampress.com Stay tuned for more information, author podcasts and more! 

This month we're announcing updates to the Financial Close and ESG solutions, helping you save on Instructor-Led Training courses and certification exams, sharing how Parkdale Mills eliminated manual reporting across seven spreadsheet consolidations, and so much more! View Newsletter The September 2025 OneStream customer newsletter includes: Product Updates - OneStream Financial Close and ESG Connect North America - Events in Minneapolis, NYC, and Atlanta Education - New and updated courses, training special offer and more Customer Story - Parkdale Mills streamlines reporting and close cycle Solution Exchange Spotlight - Workforce planning with CompAnalytics OneStream Solution Spotlight - SensibleAI™ Studio Upcoming Events, Webinars and User Group Meetings Report - Women in Finance    

On the live September edition of Tech Talks, Terry Ledet joins Tom Linton and Matt Kerslake to demonstrate the process and steps involved with migrating legacy Finance business rules into Assemblies while answering common questions along the way! Register now! Tech Talks: Migrating Finance Business Rules to Assemblies

Do you excel at creating insightful reports and dynamic dashboards? Are you fluent using Report Designer in a dashboard? Validate your skills with the OneStream Certified Specialist (OCS) – Reports and Dashboards Exam. Equip yourself with these key resources: Course: Getting Started with OneStream Course: Building Reports OneStream Design and Reference Guide OneStream Press Book: Advanced Reporting and Dashboards Webinar Series: Reports and Dashboards Exam Prep on OneStream Navigator Prove your technical competency and become a certified specialist in Reports and Dashboards! Visit the Certification website today to learn more about the OCS – Reports and Dashboards exam and other certification opportunities.

If you're planning—or even just considering—a move to OneStream Platform v8+, there's one destination you can't afford to miss: the Platform v8+ Upgrades Guide. Whether you're a seasoned admin or a business user navigating the upgrade path, this group is your go-to resource for everything v8+. Why It Matters Platform v8+ introduces transformative enhancements—from the modern BrowserUX experience to tighter integration with OneStream IdentityServer (OIS) for seamless authentication  But with great power comes great preparation. The upgrade touches everything from DLL handling and business rule compatibility to solution updates and client API configurations  What You’ll Find FAQs and Guidance: Clear answers to common upgrade questions, including DLL behavior and ERP Connect compatibility. Solution Compatibility: Detailed documentation on which solutions require updates and how to approach them  Community Wisdom: Real-world questions, answers, and tips from peers who’

Hello OneStream Community Members! As we look ahead to the future of the OneStream Community in 2026 and beyond, we’d love to hear your thoughts. What changes would you like to see in the Community? What aspects do you already enjoy? Would you recommend the Community to your OneStream colleagues? Please take a few minutes to complete the survey below. Your feedback is incredibly valuable, and we truly appreciate your time and insights.

On this episode of The OneStream Podcast, longtime OneStream software instructor, Tom Linton joins Peter Fugere to talk about the roles of Power Users and Administrators. This is an in-depth and informative discussion about how to advance your knowledge, skills and career in the OneStream ecosystem that you don’t want to miss!

OneStream Press is giving away PDFs to 5 lucky winners that live in the APAC Region. Winners will be drawn at random Monday, October 6, 2025. Winners will be contacted via e-mail to select book title of choice. Entries close at 11:49 on October 5th so make sure you enter today if you're eligible.  ENTER TO WIN Not located in APAC? PDFs are available for purchase 24/7 at onestreampress.com The Full Press Publication Lineup OneStream Foundation Handbook OneStream Planning: The Why, How and When OneStream Finance Rules and Calculations OneStream Financial Close Handbook   OneStream Advanced Reporting and Dashboards  OneStream Administrator Handbook   OneStream Foundation Handbook, Second Edition   PDF Book Bundle

Have you heard? The OCP - Lead Architect certification is being replaced by the OCP – Core Platform Architect certification.   What is the OCP – Core Platform Architect exam? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in October. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items.   When will the new exam be available? OCP – Core Platform Architect BETA exam – August 25, 2025 OCP – Core Platform Architect GA exam – Late October, 2025 When will the Lead Architect Exam Retire? Typically, OneStream Certification exams will be retired 60 calendar days following the release of a new version.    I have an existing OCP – Lead Architect certification. What action must I take? Certification Status Required Action I have a valid, non-expired OCP - Lead Architect certification Complete the newly released Design Decisions In

REGISTRATION AVAILABLE: OneStream Certified Professional (OCP) Core Platform Architect BETA Exam  OneStream is pleased to invite you to participate in the OCP Core Platform Architect Beta exam!What is it? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in the coming months. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items. The beta exam period will be open from August 25, 2025 through September 11, 2025. Registration for this exam will begin on August 25, 2025!  Beta exams are crucial in the development process of new certification exams. Beta exams provide the data necessary for OneStream to select the best performing items so that we can build a valid, reliable, and fair certification exam. What’s in it for me when I become a BETA candidate? You have the opportunity to see the entire pool of questions and to provide feedback. Y

Join the next South Africa OneStream user group meeting on Tuesday, 16 September, 2025 at the Tourvest Offices. Network and learn from your peers. Hear from customers at Life Healthcare and Sasol, and learn about OneStream reporting functionality from Quentin Vermolen, Principle Growth Product Manager at OneStream. Register Here Agenda: 8:30 - 9:00 AM - Arrival and Snacks Session 1 Customer Journey Session 2 Customer Implementation Session 3 - Reporting functionality (OneStream) 12:00 - Roundtable Q&A Event Details: Date: Tuesday, 16 September. Time: 8:30 AM - 12:30 PM SAST Location: Tourvest HoldingStonewedge Office Park 1 Wedgewood Link Road Bryanston, 2021 *Please note this event is exclusively for OneStream customers Can't make the event, but still want to engage with your local peers? Head over to our South Africa User Group located right here on the Community.  Request to join if you're interested in conversing with other South Africa OneStream customers an

Join us on Thursday, September 25 at 10 AM ET / 4 PM CET to discover how Sales Performance Management (SPM) on OneStream unifies your revenue plan, actuals, and incentives in a single trusted platform. Plus, see how OneStream's SensibleAI™ Forecast enhances visibility so you can update plans faster, spot risks sooner, and keep your business on track all year long. You’ll learn how you can: Replace Excel with unified revenue planning. Use OneStream SensibleAI Forecast to surface risks and opportunities sooner. Automate commissions with 100% transparency. Align incentives to your business goals. Create a truly unified view from top-down to bottom-up. Can't attend? Register anyway and we'll send you a link to the recording.

It's the end of summer holidays and back to school! Fall is right around the corner and already the days are getting shorter and the nights awfully cool. We've been rolling out a lot of changes in the Community in the background and want to hear from you! Don't forget to keep your eyes open for upcoming changes coming to IdeaStream.  Thanks to all our partners, customers, and employees for all your contributions to our Community. Thanks to you we're not only a thriving community of technical professionals -- we're also a growing one. Without further ado, we'll launch into our August Highlights. Here's what we saw in August 2025: The Community had 26,238 visits in July 2025 and 71,421 page views We had 92 new discussions begin and 12 new blogs Reporting was our most active forum, with 11 new discussions Top Engaged Threads: Most Replies: Dynamic Grids Most Views: Dynamic Grids Most Active Members: Most Forum Replies: Sweez  Most Likes Received:  Daniel

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/uwemw9pm43z15cu  

On this episode of The OneStream Podcast, Jon Golembiewski and Eric Gilgenbach from OneStream’s AI team join Peter Fugere to talk about SensibleAI™ Forecast and how it is improving the way businesses do forecasting and planning. The trio discuss how OneStream’s AI-Powered Planning and Forecasting is giving customers full control over forecasting logic, modeling, and automation along with traceable logic, explainable outcomes and audit trails. Listen now!

This month we're announcing Platform and Solution updates, releasing the Splash EMEA agenda, sharing how Angelo State University achieved 99%-time savings in financial reporting and so much more! View Newsletter The August 2025 OneStream customer newsletter includes: Product Updates - IdeaStream, Platform v9.1.0, and more OneStream Splash - EMEA agenda available now Education - New course, admin exam, and special offer Customer Story - ASU achieves 99% time savings for financial reporting Solution Exchange Spotlight - Sales Performance Management OneStream Solution Spotlight - Productivity Pack Upcoming Events, Webinars and User Group Meetings Blog - ChatGPT-5 is Smart, But Finance Needs SensibleAI™  

Building Dashboards We have two Building Dashboards courses running September 9-11: one in EMEA (British Summer Time) and one in North America (Eastern Time Zone). Our Building Dashboards course was totally revamped earlier this year, and it’s ready for you to dive in! Get that practical dashboard experience under your belt so you’re prepared for whatever comes your way. When: September 9-11 Where/Time Zones: BST and EST Building Dashboards Course Agenda Getting Started with OneStream (GSWO) + OneStream Administration (OSA) New to OneStream? We’ve got you! Our combo course, Getting Started with OneStream (GSWO) + OneStream Administration (OSA), will give you the foundation you need to get started. Explore core concepts and develop your administrator competencies in this 4-day instructor-led training. When: September 15-18 (North America) and September 16-19 (EMEA) Where/Time Zone: EST & CET Getting Started with OneStream Course Agenda OneStream Administration Course Agend

The replay of Tech Talks: All Aboard the CPM Express is now available! The link below will expire on August 15th so don't wait.  https://thoughtindustries-1.wistia.com/a/xbcxtlrhnttudi5 You can also watch this replay, and all episodes of Tech Talks, on OneStream Navigator as part of your Passport subscription.

Due to popular demand, we are making Tech Talks: All Aboard the CPM Express available for replay again. And this time with no expiration! You can watch right here and on Navigator as often as you like.

Join us on Thursday, August 28 at 10 AM ET / 4 PM CET to explore how the new OneStream Productivity Pack empowers finance and operations teams to take control of profitability, streamline analysis, and enhance compliance—without writing a single line of code. In this webinar, you'll learn how: Allocations Management puts finance in the driver’s seat with no-code configuration and full traceability. Analytic Drill Down enables flexible, user-driven exploration of data for faster insights. Admin Assist enhances audit readiness and system maintenance with powerful reporting and search tools. Can't attend? Register anyway and we'll send you a link to the recording.

OneStream Platform v9 introduces breakthrough platform technology, empowering Finance to go further with integrated Operational and Financial data. On this episode of The OneStream Podcast, Jessica McAlpine from the OneStream product management team joins Peter Fugere to discuss feature highlights such as Genesis and Dynamic Cube Services, and how this upgrade benefits all of your OneStream users. Listen now!  

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

Summer breaks are winding down, but the heat of summer remains strong! Between record highs and wildfire smoke, it's been a summer most of us won't soon forget. Do you like our new blog feed? We're always open to hearing feedback! Is there anything you'd like to see in the future Community? Please let us know! Here's what we saw in July 2025: The Community had 31,998 visits in July 2025 and 92,348 page views We had 94 new discussions begin and 13 new blogs Reporting was our most active forum, with 18 new discussions Top Engaged Threads: Most Replies: Orphan members - validation error required Most Views: Product Support and Maintenance Policy Most Active Members: Most Forum Replies: rhankey Most Likes Received:  RobbSalzmann Most Authored Solutions:  RobbSalzmann