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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.

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 Global Authorized OneStream 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

For CPE credits, our custom training process aligns each user's role with their work and data, ensures Day 1 of Go-Live readiness, and includes comprehensive manuals with flexible delivery options.

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 QuickViews
  • 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
  • 3. Formulas in OneStream
  • 4. 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

 

 

Ready to take your OneStream
Adoptionto the next level?

Contact Us

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

Ad-Hoc Reporting Using the OneStream Excel Add-in

*8 CPE Credits

In this one-day class, users will:

  • Learn how to quickly produce reports and analyze data using Quick Views
  • Learn the differences between the OneStream Excel Add-in and the Spreadsheet tool
  • Learn what a reporting Point of View (POV) is and how to set it
  • Complete 15+ hands-on exercises
fi_535188

CompIntelligence Virtual NA,

July 15th 2025 9:00AM (UTC-04:00 / EDT)

$300
Register Now

Designing OneStream Rules

*16 CPE Credits

In this two-day class, users will:

  • Learn how the OneStream financial model works
  • Learn calculation concepts and best practices
  • Learn how to design and test formulas
  • Learn how to write dynamic Calculations, Member Formulas, and Business Rules
  • Learn what Data Buffers are and how they work
  • Learn how to use rule writing accelerators
  • Complete 25+ hands-on exercises
fi_535188

CompIntelligence Virtual NA,

July 22nd 2025 9:00AM (UTC-04:00 / EDT)

$1000
Register Now

OneStream Financial Close - Account Reconciliations

*8 CPE Credits

In this one-day class, exclusive to CompTraining, users will:

  • Learn what Account Reconciliations are, why they're critical, and how they support the financial close process
  • Learn how to scope, gather requirements, and design reconciliations using real-world scenarios
  • Get hands-on experience with the full reconciliation process from both end-user and administrator perspectives
  • Master installation, configuration, and key settings for the Account Reconciliation solution
  • Build a strong security model and learn how to implement user access controls effectively
  • Discover how to automate manual tasks, avoid common pitfalls, and troubleshoot efficiently
  • Complete 15+ hands-on exercises
fi_535188

CompIntelligence Virtual NA,

August 4th 2025 9:00AM (UTC-04:00 / EDT)

$700
Register Now

OneStream Financial Close - Account Reconciliations

*8 CPE Credits

In this one-day class, exclusive to CompTraining, users will:

  • Learn what Account Reconciliations are, why they're critical, and how they support the financial close process
  • Learn how to scope, gather requirements, and design reconciliations using real-world scenarios
  • Get hands-on experience with the full reconciliation process from both end-user and administrator perspectives
  • Master installation, configuration, and key settings for the Account Reconciliation solution
  • Build a strong security model and learn how to implement user access controls effectively
  • Discover how to automate manual tasks, avoid common pitfalls, and troubleshoot efficiently
  • Complete 15+ hands-on exercises
fi_535188

CompIntelligence Virtual NA,

September 15th 2025 9:00AM (UTC-04:00 / EDT)

$700
Register Now

OneStream Financial Close - Account Reconciliations & Transaction Matching

*16 CPE Credits

In this two-day class, exclusive to CompTraining, users will:

  • Understand the roles of Account Reconciliations and Transaction Matching in the financial close process
  • Learn how to scope, design, and implement both solutions using real-world use cases
  • Explore how to integrate Reconciliations and Matching as complementary processes
  • Gain hands-on experience with end-to-end workflows from a user perspective
  • Configure and optimize the solutions, including key settings and security design
  • Discover how to automate tasks, avoid common pitfalls, and troubleshoot effectively
  • Complete 25+ hands-on exercises
fi_535188

CompIntelligence Virtual NA,

September 16th 2025 9:00AM (UTC-04:00 / EDT)

$1600
Register Now
OneStream Instructor Led Training: June 2025

Course

Course Description

Location

Date & Time

Price

Level 2: Specialty Planning Instructor Led

In this two-day course, learn to utilize OneStream's Specialty Planning Solutions, particularly Thing Planning, to integrate 'specialty' datasets beyond the traditional Financial Cube. The class demonstrates how to set up the solution for calculations and data analysis within a Budget Scenario and guided Workflow.
fi_535188

CompIntelligence Virtual NA,

June 23rd 2025 10:00AM (UTC-04:00 / EDT)

$1920
Register Now
OneStream Instructor Led Training: July 2025

Course

Course Description

Location

Date & Time

Price

Level 2: Financial Planning Instructor Led

In this three-day course, learn planning, budgeting, and forecasting in OneStream, which focuses on setting up applications for these functions using guided workflows and managing diverse data sets. Participants will gain the knowledge to plan effectively for different business segments.
fi_535188

CompIntelligence Virtual NA,

July 15th 2025 10:00AM (UTC-04:00 / EDT)

$2880
Register Now

Spanish Delivery - OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led

New to OneStream? This four-day course, delivered in Spanish, teaches OneStream users to navigate the application, understand key concepts (metadata, cubes, workflows), and utilize reporting options. OneStream users will also learn OneStream Administration, including managing dimensions, workflows, data imports, and troubleshooting.

(Spanish Delivery)
fi_535188

CompIntelligence Virtual NA,

July 21st 2025 9:00AM (UTC-04:00 / EDT)

$3840
Register Now
OneStream Instructor Led Training: August 2025

Course

Course Description

Location

Date & Time

Price

OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led

New to OneStream? This four-day course teaches OneStream users to navigate the application, understand key concepts (metadata, cubes, workflows), and utilize reporting options. OneStream users will also learn OneStream Administration, including managing dimensions, workflows, data imports, and troubleshooting.
fi_535188

CompIntelligence Virtual NA,

August 12th 2025 9:00AM (UTC-04:00 / EDT)

$3840
Register Now

Level 2: Specialty Planning Instructor Led

In this two-day course, learn to utilize OneStream's Specialty Planning Solutions, particularly Thing Planning, to integrate 'specialty' datasets beyond the traditional Financial Cube. The class demonstrates how to set up the solution for calculations and data analysis within a Budget Scenario and guided Workflow.
fi_535188

CompIntelligence Virtual NA,

August 19th 2025 10:00AM (UTC-04:00 / EDT)

$1920
Register Now

OneStream Essentials: Building Basic Reports Instructor Led

This three-day course teaches OneStream users to create and work with reports, covering connections to application design, Cube building, Member Filter Builder, Cube View performance, formatting, calculations, parameters, and Report Books. It expands on essential reporting structures and includes demonstrations, quizzes, and labs.
fi_535188

CompIntelligence Virtual NA,

August 26th 2025 10:00AM (UTC-04:00 / EDT)

$2880
Register Now
OneStream Instructor Led Training: September 2025

Course

Course Description

Location

Date & Time

Price

OneStream Essentials: Getting Started with OneStream and OneStream Administration Instructor Led

New to OneStream? This four-day course teaches OneStream users to navigate the application, understand key concepts (metadata, cubes, workflows), and utilize reporting options. OneStream users will also learn OneStream Administration, including managing dimensions, workflows, data imports, and troubleshooting.
fi_535188

CompIntelligence Virtual NA,

September 15th 2025 9:00AM (UTC-04:00 / EDT)

$3840
Register Now

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