Training

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OneStream offers a variety of training options to fit your requirements.

01

Flexible Training Options

OneStream offers instructor led training (live classroom and live remote), self-paced on demand training (through OneStream Navigator) and onsite training for beginner and advanced implementation consultants and administrators. These focus heavily on the tools and practices required for administering and implementing OneStream.

See the OneStream Class Comparison Chart for additional information about our live classroom training options.

See the Learning Path PDF for example learning paths, pricing details and frequently asked questions.

Visit OneStream Navigator to access on demand courses, videos, and other assets designed to strengthen and build your OneStream knowledge.

02

Expert Trainers

Our expert trainers have a combination of deep domain and technical knowledge, as well as implementation and training experience designed to increase your opportunity for success with OneStream.

03

Rapid Knowledge Transfer

Predefined learning paths, broken out by role and subject matter will help guide you while developing your team’s training plan.

See the Learning Path PDF for example learning paths, pricing details and frequently asked questions.

Training Options

OneStream Navigator is our premier online content portal that provides both introductory and advanced level material for users of all levels. OneStream Navigator delivers the information needed on demand, which enables the OneStream community to learn both the OneStream Platform and MarketPlace solutions via a self-serve approach. OneStream Navigator content is FREE to all registered users.

OneStream Navigator Passport is our annual subscription service that provides unlimited access to all premium on demand courses, access to labs, and a host of additional exclusive content and assets.

Download the Navigator Passport FAQ for additional information.

Visit OneStream Navigator

OneStream Classroom Training

OneStream offers both centralized live classroom with a live remote option and onsite private options for beginner and advanced training. These focus heavily on the tools and practices required for implementing OneStream. The target audience includes administrators and implementation consultants.

See the OneStream Class Comparison Chart for additional information about our live classroom training options.

See the Learning Path PDF for example learning paths, pricing details and frequently asked questions.

Getting Started with OneStream

Getting Started with OneStream is a high-level introduction to key OneStream concepts and can be viewed at your convenience in OneStream Navigator. The goal of this course is to give the entire project team a view of what OneStream can do from a functional standpoint. Getting Started with OneStream introduces you to navigating an application, the common business processes used, metadata components and Dimensions, Cubes, Workflows, and the different reporting options. It also gives a pointer to resources that will help you during your OneStream implementation and after.

End-User Training Packs

End-User Training Packs are provided by OneStream via the MarketPlace for all implementation services consultants and partners. These training packs are customizable for any customer’s application and represent best practices for training end users and administrators on workflow, report creation, data analysis and application management.

Looking for end-user training? OneStream partners Keyteach and CompIntelligence offer standard and customized end-user training for OneStream worldwide. Visit their web sites for more information.

Learning Paths

Global Education Services Customer Learning Path

OneStream offers live classroom, live remote, self-learning and onsite training for beginner and advanced implementation consultants and administrators.

Explore recommended learning paths, course pricing, and get answers to your most frequently asked questions by downloading the Learning Path PDF.

The recommended learning paths, broken out by role and subject matter will help guide you while developing your team’s training plan.

Learning Path PDF

Administrator or Implementor Learning Path

OneStream Administrators are involved with various aspects of the application design and build and are responsible for maintaining the system upon going live. OneStream Implementors are the application architects and are responsible for the design, build, test and go-live for a variety of industries and business processes.

Power User Learning Path

OneStream Power Users design and maintain reports in OneStream. This role requires specific OneStream training courses as it pertains to advanced reporting concepts, but does not require the same level of application detail as the administrator. See the Course Descriptions below for more details on a specific course including objectives, agenda and prerequisites.

Training Calendar

The training calendars highlight upcoming classroom training by region, timeframe and topic.

Americas Training Calendar

EMEA Training Calendar

APAC Training Calendar

Premium eLearning

Partner Lab Registration Calendar

Course Information

Course Descriptions

OneStream Foundation Classes

Getting Started with OneStream • Building Basic Reports • Building Basic Dashboards • Implementing OneStream • First Project Readiness Learning Path • Application Build for Administrators • Designing an Application • OneStream Administration

Advanced Level 2 Classes

Level 2: BI Blend • Level 2: Financial Planning • Level 2: Financial Model Rules • Level 2: Specialty Planning • Implementing OFC Account Reconciliations

Advanced Level 3 Classes

Level 3: Dashboards

Class Comparison Chart

OneStream Class Comparison Chart

Training Locations

OneStream Training Locations

Fort Lauderdale, FL (Coming Soon!) • Birmingham, MI • Manchester, UK • Amsterdam/Netherlands (Coming Soon!)

NA – Authorized Training Partners

CompIntelligence — Stamford, CT • HollandParker — Austin, TX • HollandParker — Phoenix, AZ • Perficient — Houston, TX

EMEA – Authorized Training Partners

AMCO Solutions — Amsterdam/Schiphol • AMCO Solutions — Copenhagen • AMCO Solutions — Stockholm • Keyteach — London • Keyteach — Manchester • AIQOS International — Johannesburg • AIQOS International — Paris • AIQOS International — The Hague

LATAM – Authorized Training Partners

Outliers Consulting — Mexico City

Training Policies

Questions?

Please email [email protected]

Student Cancellation
Please refer to the cancellation schedule listed below. If you cannot attend a training class, you are permitted to send another employee from your company at no additional charge or choose to have a credit made to your account to use towards a future class. All cancellations, substitutions, and modifications are completed via our online registration system.

Cancellation Schedule
14 or More Days
No charge; full refund

13-7 Days
50% of fees charged

Under 7 Days
Full fees charged; no refund

Training Policies
Training Signup & Pricing Policy