OneStreamGlobal AuthorizedTraining Partner

By the end of this two-day class, users will go from just managing a tool to designing a process that works.

• Scope & Design: Map your company’s unique requirements to OneStream's specific functionalities.

• Build for Clarity: Configure the tool to provide transparency and ease of use for your end-users.

• Stay Flexible: Understand the settings and possibilities so your solution can evolve as your business changes.

• Improve Efficiency: Identify ways to automate manual steps and troubleshoot issues yourself.

• Solve Problems: Fix common setup errors yourself and find ways to automate repetitive tasks.

February 2nd - February 3rd 2026

9:00am - 5:00pm EST

$1,190

By the end of this two-day class, users will go from running the model to knowing how to build it.

• Write & Test: Build Member Formulas and Business Rules from scratch.

• Work Smarter: Use snippets, the formula editor, and Intellisense to speed up your builds.

• Manage Data: Understand how Data Buffers work and how to automate your calculations.

• Help Your Team: Become the person who can troubleshoot rules and design new solutions.

February 17th - February 18th 2026

9:00am - 5:00pm EST

$1,190

In this one-day class, users will go from just running reports to building your own analysis.

• Build Custom Reports: Create dynamic, formula-driven reports in minutes.

• Analyze on the Fly: Use Quick Views to instantly pivot dimensions and isolate the data you need.

• Troubleshoot Data: Deeply understand your numbers by drilling into the details directly from Excel.

• Work Efficiently: Master both the Excel Add-in and the native Spreadsheet tool to speed up your .workflow.

March 2nd 2026,

9:00am - 5:00pm EST

$595

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.

• Note: This course does not include V.8 of the OneStream Application. *Only expert administrators and implementation partners who have experience with the reporting tools in OneStream and are comfortable with Dashboard Maintenance Unit concepts should attend.
• Prerequisite: Students must have attended Application Build for Administrators OR Implementing OneStream AND Building Basic Dashboards. Only expert administrators and OneStream implementers who have experience designing and implementing Dashboards should attend.
• The basic concepts of a Dashboard Maintenance Unit will not be covered nor will step-by-step instructions be given. All attendees must be very comfortable with the concepts of a Dashboard Maintenance Unit, using Business Rules such as Dashboard Extenders, XFBR Strings and/or Dashboard Data Sets, advanced Dashboard Components and SQL data queries. The basic concepts of these features are covered in the Application Build course and will not be covered in this class.

January 20th 2026, 10:00 am – 6:00 pm (UTC-05:00 / EST)

$3,840