OneStream Training Class Schedule

Browse our upcoming schedule and choose which class is best for you.

These courses are offered as live on-site classrooms at our three training locations in Stamford, CT; Atlanta, GA; and San Francisco, CA, with the option to attend virtually.

Please note: Due to COVID19 restrictions, all classes will be delivered virtually only until further notice.

OneStream Public Course Schedule:

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 any class for more information and to register.

This two-day, hands-on course highlights the main reporting concepts in OneStream. This introductory class covers Cube View functionality and design for grid analysis and reporting, the building blocks of Dashboard Maintenance Units and Spreadsheet/Excel Add-In features such as Quick Views and Retrieve Functions.

Upcoming Dates

Select any class for more information and to register.

This three-day, hands-on course will cover advanced Member Filters, Dynamic Calculations and Formatting settings for Cube Views, BI Viewer and advanced Components, Dashboard Layouts and Embedded Dashboards, and the OneStream features used in Report Books.

Note that this course will not cover reports built in OneStream Studio – Please review Academy content.

Upcoming Dates

Select any class for more information and to register.

This three-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 any class for more information and to register.

This two-day, hands-on course will cover how to set up the Account Reconciliation Manager Marketplace Solution. We will discuss how to implement Account Reconciliations in an existing Application. Throughout the class, we will focus on the configuration of the solution’s Settings, Account Lists, Reconciliation Inventory, Account Groups, Excel Templates, Balance Checks, and Security. At the end of this course, the students should understand how to configure the solution and the different ways it can be designed for their business/client.

Upcoming Dates

Select any class for more information and to register.

New dates posting soon!

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

CompIntelligence, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.www.NASBARegistry.org

OneStream Training Class Schedule

OneStream Public Course Schedule:

Application Build for Administrators

Power User Reporting

Level 2 Reporting

Level 3 Dashboards

Level 2 Financial Planning

Level 2 Account Reconciliation

Specialty Planning