Welcome

On this episode 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! This replay is available here until 10/17/25 so be sure to watch now. You can also watch this replay at anytime on Navigator as part of your Passport subscription. Tech Talks: Migrating Finance Business Rules to Assemblies  

Do you know how to transform your theoretical knowledge into practical skills? The Implementation Foundations Exam is your gateway to proving your technical proficiency for your first project. Dive into these essential learning resources to ensure you're fully prepared: Course: Getting Start with OneStream Course: Implementing OneStream Course: Building Reports Course: Configuring Core Application Security Webinar Series: Exam Prep for Implementation Foundations on OneStream Navigator Passport Unlock your potential and become OneStream Certified! Visit the Certification website today to learn more about the OCA – Implementation Foundations exam and other certification opportunities.

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. Register now and save our seat! https://www.onestream.com/events/tech-talks-designing-with-onestream-genesis/

It’s here! OneStream Security Essentialsis now available. Take your security expertise to the next level with our first-ever mini book. Protecting your OneStream investment and data – while making your end-user experience optimal – is fundamental to getting the most out of OneStream.  This OneStream mini-book offers practical guidance, analogies, and in-depth information to help you design, test, and maintain a robust security model. Whether your company is small, large, public, or private, this book delivers the background and tools to meet your company’s unique security and data requirements. Whether you are a consultant guiding implementations, a developer building solutions, or an administrator managing day-to-day operations, you’ll gain a deep understanding of: What’s possible with OneStream security How to define a Security Model tailored to your company’s needs Extending security with Custom Use Cases (aka Slice Security and more) Reporting off your Security Framework and

The OneStream User Group program is built by customers, for customers — with full support from the OneStream team. These local gatherings offer a unique opportunity to connect with peers, share insights, and gain valuable knowledge from fellow users and product experts.  There are several groups meeting in the coming weeks. Join us in one of the following cities for an energizing session of networking, roundtable discussions, and expert-led conversations:  📍 Upcoming User Group Meetings  Oct. 22 – Cleveland  Oct. 23 – Minneapolis  Oct. 28 – Philadelphia  Oct. 23 – Melbourne Oct. 28 – Sydney Nov. 4 - Singapore  Whether you're a seasoned user or just getting started, these events are a great way to build community, exchange ideas, and stay ahead with OneStream. To learn more about how to get involved in your local user group email usergroups@onestream.com.  New User Groups As promised, new user groups have also been added under the Groups tab i

Hello OneStream Community! We have some updates to share as we continue to improve the IdeaStream portal: IdeaStream Cleanup As indicated in a previous post, we have completed our first wave of Idea cleanup on the IdeaStream Community page! In this wave, aged ideas posted before 2025 with fewer than 5 votes have been removed from the Community. This periodic review and subsequent rationalization will ensure our full idea set remains current and prioritizes engagement with your ideas. We will continue to keep you updated on periodic evaluation and closure of Ideas on IdeaStream. IdeaStream Groups Additionally, we’ve added two new groups to represent our ongoing innovation at OneStream! You will now see Genesis and Connectors as additional groups through which you can share relevant ideas and suggestions. Please select Genesis as a group with relevant tags to share your ideas, suggestions, or enhancement requests related to objects and additional functionality in Genesis. Similarly,

We’ve launched QuickTips—your go-to resource for mastering specific tasks in the OneStream platform. Each short video walks you through a target action step-by-step, making learning quick and easy. 👉 Find them under the Resources tab in the top navigation. More exciting updates are on the way! Keep an eye on our Community blog so you never miss what’s next. Are you ready for crisp weather and trick-or-treat fun? As we enter the season of gratitude, we want to say a big THANK YOU to all our Community participants. Your engagement is what makes this space thrive—and it’s growing stronger every month! We saw a major surge in activity across every category in the Community. Here's what we saw in September 2025:  The Community had 33,856 visits in September 2025 and 9,34 page views We had 97 new discussions begin and 15 new blogs Reporting was our most active forum, with 29 new discussions Top Engaged Threads: Most Replies: Process Cube automation   

We all know it can be a challenge to fit training into your busy daily routine. Between back-to-back meetings, chat messages from co-workers, and the long list of tasks that are due by the end of the week. For some learners, this is where on-demand training proves particularly helpful. You can fit it into your schedule when you have free time. But what do you do if you never get that coveted free time? This is where instructor-led training takes center stage. Block off your calendar (with permission from your boss, of course), mute the chats, and focus on LIVE learning. Attending a live training course with expert instructors allows you to devote your undivided attention to taking that next step in your OneStream journey. OneStream instructor-led training provides you with the ability to ask clarifying questions and get immediate answers and feedback. It allows you to gain exposure to how other users in the same (or differing) industries use OneStream. For example, you might participat

Coming October 14, OneStream Press is proud to announce the debut of our first ever mini book: OneStream Security Essentials. This OneStream mini-book offers practical guidance, analogies, and in-depth information to help you design, test, and maintain a robust security model. Whether your company is small, large, public, or private, this book delivers the background and tools to meet your company’s unique security and data requirements. Protecting your OneStream investment and data – while making your end-user experience optimal – is fundamental to getting the most out of OneStream.  Pre-Order Today OneStream Security Essentials, written by Teresa Kress 📅 Launching October 14 📚 Explore our full lineup: onestreampress.com

OneStream is committed to continually developing and enhancing our SaaS offering and software, providing customers with innovative solutions to meet ever-growing requirements. As new versions are introduced, OneStream actively plans to retire older versions. To support this, OneStream has implemented a Product Support and Maintenance Policy  which is available at: https://www.onestream.com/saas-terms-and-conditions. As per the Product Support and Maintenance Policy and the terms, General Support ends 30 months after release. In 2025, this policy will be further implemented by giving customers the option to upgrade to the latest version or transitioning customers on unsupported versions to a limited support model. In this model, only upgrades and Contact changes are permitted. When a customer upgrades to a supported version, General Support will continue to be provided as per the Product Support and Maintenance policy. Support During Upgrades Customers with an active Upgr

Does your OneStream Administrator know how to modify security settings and application properties? Expertise in managing security settings and application properties is crucial. Validate these skills and proficiencies with the Administration R2 certification exam! Prepare with these key learning resources: Course: OneStream Administration Course: Getting Started with OneStream Course: Configuring Core Application Security Webinar Series: Administration R2 Exam Prep on OneStream Navigator Empower your Administrators with the knowledge required to maximize your OneStream implementation! Work with them to support them in their certification journey! Visit the Certification website today to learn more about the OCA – Administration exam and other certification opportunities. 

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.