News

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

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.

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

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!