Accelerate Your Success

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

Flexible Training Options
OneStream offers live classroom, live remote, self-learning 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.
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.
Rapid Knowledge Transfer
Predefined learning paths, broken out by role and subject matter will help guide you while developing your team’s training plan.

Training Options

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.

OneStream Navigator

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. This Learning Management System (LMS) is available free of charge for those OneStream Administrators and Implementation Consultants who attend the Application Build or the Power User Reporting Class.

Getting Started with Application Basics

Application Basics 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, something we call The Art of the Possible. Application Basics provides a deep dive demo followed with explanations on how the application is built and designed. 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

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


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.

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

Advanced Level 2 Classes

Level 2 Account Reconciliations   •   Level 2 BI Blend   •   Level 2 Financial Planning   •   Level 2 Reporting   •   Level 2 Rules   •   Level 2 Specialty Planning

Advanced Level 3 Classes

Level 3 Dashboards

Class Comparison Chart

OneStream Class Comparison Chart

Training Locations

OneStream Training Locations

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

NA – Authorized Training Partners

CompIntelligence – Stamford, CT     HollandParker — Austin, TX     HollandParker — Phoenix, AZ     Perficient – Houston, TX     Perficient – Anaheim, CA

EMEA – Authorized Training Partners

AMCO Solutions Amsterdam/Schiphol     AMCO Solutions Copenhagen     AMCO Solutions Stockholm  •   Keyteach – London   •   Sonum International – Johannesburg     Sonum International – Paris     Sonum International – The Netherlands

APAC – Authorized Training Partners

Taysols – Sydney, AUS

LATAM – Authorized Training Partners

Outliers Consulting – Mexico City, Mexico

Training Policies


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

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Contact OneStream Training

You can request additional information by emailing the OneStream Training Support Team at [email protected]
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