Corporate Performance Management Training OneStream

Education Services

CompIntelligence offers a full curriculum of custom training courses that will best serve the needs of your users no matter their role. Every custom training course is designed to reflect the unique characteristics of your OneStream application and data, and to prepare your users to successfully use OneStream on day one.

Our custom training offerings merge our 30+ years of CPM implementation experience with our learning and development methodology to deliver training based specifically on your application, data and processes for every member of your OneStream user community across the globe.

Public Training

New to OneStream? Need more specific knowledge?

CompIntelligence is proud to have been the first OneStream Authorized Training Partner, with the largest partner training team and years of hands-on experience.

Our team delivers public training classes on behalf of OneStream across North America:

• Live, instructor-led training (on site or virtual)
• Full range of introductory and advanced classes
• Classes also available privately for 4+ attendees

Custom Training

Already using OneStream?

CompIntelligence merges 30+ years of CPM implementation with our learning and development methodology to offer customized training uniquely designed for your application, data, and processes.

• Designed against your application
• Augment your skills or focus on specific features
• Any solution (Consolidation, Planning, Reporting, Account Recs)
• Training materials provide ongoing reference
• Take full advantage of the power of your software

Custom Training

Do you have some experience with OneStream or Oracle products but need to fill in the gaps in your knowledge? Were you trained on your application by your implementation team but don’t know what else the software can do? Did your company upgrade and leave you to figure out the difference on your own?

Tailored training enables you to put chapters from several difference standard courses together and accommodate your specific needs without fully customizing the materials. Whatever the need, let us help you define the right training path.

If you are new to OneStream, we strongly recommend you complete Getting Started With OneStream. It will provide a thorough foundation of the terms, concepts, and workflows of the platform. Getting Started with OneStream covers the following topics:

■ Navigation in OneStream
■ Identify basic concepts in OneStream
■ Recognize common business processes used in OneStream
■ Identify Metadata components and Dimensions

Upcoming Dates
Select class for more information and to register.
■ December 11, 2023

This 4-day, live hands-on course involves building out a simple application starting from scratch. The goal of the course is to create a foundation of knowledge about most of the OneStream features. This is achieved using simple examples that cover a few iterations of the build process.

Upcoming Dates
Select class for more information and to register.
■ December 4 - 7, 2023
■ December 18 - 21, 2023
■ January 8 - 11, 2024

In this two-day, live course learners gain the hands-on skills needed to build basic Dashboards in OneStream. Topics include Dashboard Maintenance Units, Data Adapters, Dashboard Components and layouts, embedding Dashboards, and more.

Upcoming Dates
Select class for more information and to register.
■ January 22 - 23, 2024

This 3-day course is intended for all users of OneStream responsible for creating or working with reports. This course provides a good overview of the basic concepts of creating a report. It introduces the learner to use cases for reporting in OneStream, connecting reports to application design, building a simple Cube, using the Member Filter Builder, Cube View Performance, formatting, calculations, Parameters, Parameter Types, Report books, and Quick Views.

Building Basic Reports includes a review of the essential reporting structures covered during the Application Build for Administrators course, course, before building upon them with greater detail and further features.

The Building Basic Reports course is comprised of instructor led content, demonstrations, quizzes and plenty of hands-on lab exercises.

Upcoming Dates
Select class for more information and to register.
■ December 12 - 14, 2023
■ January 29 - 31, 2024

This 3-day course covers the main aspects of planning, budgeting and forecasting in OneStream while demonstrating how to plan to the level of detail desired and vary it by collection and line of business. In this course you will learn how to set up a OneStream application for planning with a focus on collecting data for Budget and Forecast scenarios via controlled guided Workflows. You will learn the various options and approaches available in OneStream to collect, enter, calculate, manage and report on these data sets.

Upcoming Dates
Select class for more information and to register.

This two-day hands-on course covers the main aspects of the Specialty Planning Solutions with a focus on Thing Planning. This class demonstrates how to incorporate ‘specialty’ data sets within an application that go beyond the traditional Financial Cube. Attendees will configure this solution to perform calculations and data analysis through a Budget Scenario and guided Workflow.

Upcoming Dates
Select class for more information and to register.

This two-day, hands on course shows how to leverage Dashboards for true user interaction. It explores the Dashboard concepts of advanced data queries, Business Rule functions, custom layouts, Workflow Integration, Data Blending and using Workspaces.

Upcoming Dates
Select class for more information and to register.

This 1-day, hands-on class is for the Viewer or Consumer of the data in OneStream. We will cover how to access and navigate within OneStream and explain dimensionality as it relates to reporting and setting your Point of View (POV). Then we'll create OneStream Retrieve worksheets, building Quick Views, and opening Cube Views in Spreadsheet tool.