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Course Description:  This course focuses on designing OneStream applications that remain performant as data volumes and reporting requirements increase. You will explore how application structure, dimensionality, and data organization influence calculation speed, storage behavior, and reporting performance. Practical design approaches are introduced to help reduce unnecessary workload, streamline processing, and support reliable, scalable reporting.  Delivery Types: On-Demand (OD) Duration: 9 hours Availability: Customers, Partners, and Employees Course Link: OneStream Architecture: Designing Applications

Every implementation reaches the same moment.  Progress slows. Questions start stacking up. Decisions feel heavier.  And someone finally says: “We probably need training.”  The difference isn’t whether training happens—it’s how.  When Training Becomes a Checkbox  For some teams, training is treated as something to fit in. A public class someone can attend if their calendar allows. A few on-demand courses shared across the team. Learning that happens individually, at different times, in different ways.  Training technically happens.  But the project doesn’t really move forward because of it.  Because it’s disconnected from the work:  Individuals learn in isolation  Knowledge develops unevenly  Key decisions still happen later—without shared context  When Training Becomes a Turning Point  For other teams, that same moment leads to a different decision.&

On this episode of The OneStream Podcast, Peter Fugere interviews Mark Taylor from Taysols about how CPM Express has not only helped them accelerate client implementations, but has become Taysols’ go to starting point for most of their new projects.

This June, the OneStream Community is evolving. We’re excited to share that our members can expect a more intuitive, engaging, and efficient experience that makes it easier than ever to discover knowledge, connect with peers, and stay informed. New features will include a federated search, updated content, improved moderation, streamlined navigation, and new gamification opportunities. We’ll also debut a fresh, new look with this launch.  Subscribe to the OneStream Community blog today to ensure you receive the latest news and updates from the OneStream Community. More news will be shared soon! Have something you’d like to see this year in the Community? Let us know your thoughts in the comments below.  

Course Description:  This course is intended for administrators or consultants who want to use the Dynamic Grids component in their dashboards. It introduces the Dynamic Grid component and walks you through how to use the component itself, as well as the corresponding Workspace Assembly Dynamic Grid Service file Delivery Types: On-Demand (OD) Duration: 1 hour, 40 minutes Availability: Customers, Partners, and Employees Course Link: Working with Dynamic Grids

The impact of OneStream training depends on more than access—it depends on timing. Choosing the right course at the right moment can accelerate adoption, confidence, and results. New administrators can feel overwhelmed during onboarding Power users may be blocked waiting on others Executive teams often expect insights before teams are ready to deliver Instructor-led training is designed for these moments. As part of OneStream's Expertly Guided Learning approach, instructor-led training connects you directly with experienced practitioners who provide hands-on guidance, real-world context, and practical application. Why Choose Instructor-Led Training? Learn directly from OneStream experts Work through hands-on exercises with guidance Ask questions and solve real challenges in real time Build confidence faster with structured instruction Find The Right Course For Your Role And Situation Getting started or onboarding a new team If you are new to OneStream or preparing for implementat

OneStream is preparing to release version v9 for our Government Community Cloud customers. This document is a guide to the v9 upgrade process. A v9 upgrade is identified as an upgrade from a pre-v9 version to a v9 version.  The designated FedRAMP authorized platform release will be v9 which will be made available to GCC customers later this year.  Process   Overview:  The v9 upgrade has infrastructure and software changes that impact applications and integrations. We will migrate from your existing infrastructure to the new v9 architecture. To prepare our customers for this process, we are providing the pre-requisites for upgrade in advance of the release. See Pre-requisites heading below.  In the coming months, GCC customers will be asked to submit a Software Upgrade request in ServiceNow. When the upgrade request is submitted, it will open a Support Case to capture the outputs of the items in the Pre-requisites section below. You will be notified when th

Course Description:  This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module introduces how to create different types of C# statements to control program flow. It reviews selection statements (if, if-else, and switch), loop statements (for, foreach, do, and while), exception handling (try-catch), jump statements (break, return, and continue), and method calls. These statements allow code to execute based on conditions, execute multiple times, catch and log errors, exit code blocks, and call methods to perform actions. You will also learn how to identify, write, execute, and troubleshoot these statements. Delivery Types: On-Demand (OD) Duration: 1 hour, 20 minutes Availability: Customers, Partners, and Employees Course Link: Building C# Logic - Control Flow, Error Handling, and Methods

Course Description:  This course is designed for individuals responsible for integrating data into a OneStream Cloud environment. It covers how to install Smart Integration Connector (SIC), how to connect to data sources to bring the data into OneStream, and how to leverage business rules within SIC. Delivery Types: On-Demand (OD) Duration: 3 hours Availability: Customers, Partners, and Employees Course Link: Smart Integration Connector Training

Genesis introduces a powerful way to build, configure, and deliver OneStream applications without heavy custom development or coding. But the real value of Genesis comes when the right people know how to use it effectively. That’s why we’re excited to introduce a full course covering the basics of using Genesis —a comprehensive learning experience designed to help you move from foundational knowledge to real-world execution. Whether you’re building dashboards, administering environments, branding interfaces, or delivering polished solutions, this course equips you with the skills to confidently deliver with Genesis. A Complete Genesis Learning Experience The Genesis course brings all of our Genesis skills together into a cohesive, end-to-end experience focused on practical application. You won’t just learn what Genesis can do—you’ll learn how to use it to deliver value faster across your organization. Through hands-on instruction and real-world scenarios, you’ll learn how to: Build an

With CPM Express, OneStream has provided customers with an accelerated implementation that packages decades of experience and best-practices into a rapid-deployment (8-12 weeks) that’s quick to configure, providing predictable cost and time to value to streamline your finance processes. On this episode of The OneStream Podcast, Liz Weir and Matt DeCarlo from Nova Advisory join Peter Fugere to discuss their experiences and successes implementing CPMx for their clients. 

Join Chris Morelli, Tom Linton and Matt Kerslake as they explore Journal Entry Manager (JEM) and walk you through setup, posting methods and automation in a practical, admin-focused conversation designed for implementers and architects. Register now! https://www.onestream.com/events/tech-talks-journal-entry-manager-jem/  

Course Description:  This course the covers the creation, review, and approval of narrative books by combining live OneStream data, reporting artifacts, and written commentary in a single, trusted interface. You’ll learn how to streamline narrative assembly, reduce reporting risk, and collaborate efficiently.  Delivery Types: On-Demand (OD) Duration: 1 hour 30 minutes Availability: Customers, Partners, and Employees Course Link: Narrative Reporting Training

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