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Empower SeamlessAdoption

Rolling out a new application requires more than just technical expertise – it demands a thoughtful and strategic approach to change management. Ensuring the successful adoption of OneStream means preparing your users for the transition, addressing their concerns, and equipping them with the tools and knowledge they need to thrive. At CompIntelligence, we help you foster user confidence and engagement by delivering tailored training, clear communication, and ongoing support, paving the way for a smooth implementation and long-term success with OneStream.

Classes taught byCompIntelligence

As the first authorized training partner of OneStream, we have the largest, most experienced team in North America. Our consultants are recognized as leading educators nationwide.

CompTraining Classes

Course

Course Description

Location

Date & Time

Price

OneStream Financial Close – Account Reconciliations

*16 CPE Credits

This 2-day hands-on course teaches you how to design and configure OneStream's Account Reconciliation module to fit your organization's specific needs. Through real-world scenarios and 15+ exercises, you'll learn the end-to-end workflow, automation opportunities, security setup, and how to troubleshoot common errors. Whether implementing from scratch or inheriting an existing solution, you'll leave with the skills to build a reconciliation process that's transparent, flexible, and easy for your team to manage. 
fi_535188

CompIntelligence Virtual NA,

Wed. April 22nd – Thu. April 23rd   

9:00 AM – 5:00 PM EST

 

$595 per day
Register

Ad-Hoc Reporting Using the OneStream Excel Add-in

*8 CPE Credits

This 1-day hands-on course teaches you how to take control of your own reporting using OneStream's Excel Add-In. Through 15+ exercises, you'll build dynamic, formula-driven reports, pivot dimensions on the fly with Quick Views, and drill into the details without waiting for an administrator. You'll go from running pre-built reports to creating your own custom analysis. 
fi_535188

CompIntelligence Virtual NA,

Thu, May 14th 2026,

9:00am - 5:00pm EST

$595 per day
Register

Designing OneStream Rules

*16 CPE Credits

This 2-day hands-on workshop gets you inside the financial engine behind OneStream. Through 25+ exercises, you'll learn to write, test, and debug Member Formulas and Business Rules, work with Data Buffers, and automate calculations. Whether you're new to rules or self-taught, you'll leave able to build and troubleshoot the logic that powers your OneStream application. 
fi_535188

CompIntelligence Virtual NA,

Wed. June 17th - Thu. June 18th 2026

9:00am - 5:00pm EST

$595 per day
Register

User AdoptionThroughout Implementation

Training with OneStream isn’t a one-time event – it’s an ongoing process that supports you at every critical stage of your OneStream implementation. At CompIntelligence, we’re with you every step of the way, providing tailored support and guidance to help you navigate each milestone on your journey to success.

The CompIntelligence Education practice "CompTraining" was launched 11 years ago from our roots in Oracle Hyperion. Today, we are the leading OneStream Global Authorized Training Partner delivering public classes on behalf of OneStream. We offer real-world applications with hands-on exercises, field-experienced instructors, and live instructor-led training delivered virtually or on-site.

Course(s)

Audience

Initiation
Core Team Training

CI Project Team Training

Core Team involved in the Implementation

Requirements & Design
Administrator Training

OS Public GSWOS + Administration

1-3 Named Admins

Iterative Build
Design Custom Training

OS Public GSWOS + Administration

1-3 Named Admins

Frame (6)

Sample of ourCustomClasses

 Our custom training process aligns each user’s role with their own work and data, ensuring their readiness from Day 1 of Go-Live. All our training includes comprehensive manuals and flexible delivery options, and earns your users CPE credits. 

2 Days - 16 CPE Credits

Project Team Training
  • 1. Expose the Project Team to OneStream concepts
  • 2. Learn key concepts and terminology
  • 3. Prepare for your design sessions
  • 4. Make timely and educated decisions about the design of your solutions

1 Day - 8 CPE Credits

Consolidation Workflow for Interactive Users

Materials & exercises are built on your application.

  • 1. Class replicates your month-end close processes
  • 2. Easy transition for end users
  • 3. Retrieve your data with XFGetCell formulas

1 Day - 8 CPE Credits

Budgeting/Forecasting Workflow For Interactive Users

Materials & exercises are built on your application.

  • 1. Class replicates your month-end close processes
  • 2. Easy transition for FP&A Team
  • 3. Analyze forecast data using Quick Views
  • 4. Create reports using XFGetCell formulas

1 Day - 8 CPE Credits

Reporting Using Spreadsheet Add-In

Materials & exercises are built on your application.

  • 1. Teach all users to write their own reports
  • 2. Explore ad-hoc reporting with QuickViews
  • 3. Reporting with XF Retrieves

1 Day - 8 CPE Credits

Creating Cube Views & Books

Materials & exercises are built on your application.

  • 1. Create a team of savvy report writers
  • 2. Leverage templates to create cubes views
  • 3. Build dynamic reports using substitution variables and parameters
  • 4. Enhance reports with calculations and formatting

1 Day - 8 CPE Credits

Converting SmartViews to XF Retrieve Workshop
  • 1. Understand the relationship of your OneStream dimensions to HFM
  • 2. Learn to build XFGetCell formulas in OneStream
  • 3. Easily convert your HSGetValue worksheets to XFGetCell formulas
  • CPE Sponsor Logo

  •  

    CompIntelligence 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. Registration ID No 121400. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

 

 

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Adoptionto the next level?

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