OneStream Global Authorized Training Partner
Tailored Education for Your Application Design
CompIntelligence is proud to be the original training partner of OneStream Software and one of the first three OneStream Globally Authorized Training Partners. We've been at the forefront of educating OneStream users across North America, delivering expert guidance and trusted solutions to empower our clients' success.
User Adoption Throughout Implementation.
Successful OneStream adoption requires more than technical expertise. CompTraining aligns learning with key implementation stages so users are prepared for each transition, understand how the application is evolving, and develop the knowledge they need to use it with confidence. Tailored training, clear communication, and ongoing support help make adoption part of the implementation process—not something left until go-live.
Initiation
Establish the foundational knowledge your core project team needs as implementation begins and prepare users for the changes ahead.
Core Team Training
CI Project Team Training
Core Team
Team members directly involved in implementation.
A common foundation before design begins.
Early training helps the project team understand OneStream concepts, terminology, and capabilities while building confidence and creating a shared understanding before key implementation decisions are made.
Requirements & Design
Build administrator knowledge while application requirements and solution design take shape.
Administrator Training
OneStream public GSWOS + Administration
Named Administrators
Typically 1–3 designated administrators.
Greater context around design decisions.
Administrators develop the technical knowledge needed to understand configuration decisions while gaining the context and confidence required to communicate changes and support users as the application takes shape.
Iterative Build
Shift learning toward your actual application as functionality, workflows, and processes are built.
Design Custom Training
Training aligned to the evolving OneStream application.
Named Administrators
Typically 1–3 designated administrators.
Application-specific readiness.
Training becomes increasingly tailored to the application as the build progresses, giving administrators hands-on experience with the solution they will support and helping users enter go-live with greater confidence and readiness.
CompTraining evolves alongside your implementation with tailored learning and ongoing support, helping users build confidence, stay engaged through change, and develop the knowledge needed for long-term success with OneStream.
Classes taught by CompIntelligence
As the first authorized training partner of OneStream, we have one of the largest and most experienced teams in North America. Our consultants are recognized as leading educators nationwide.
| CompTraining Classes | |||||
|---|---|---|---|---|---|
| Course | Course Description | Location | Date & Time | Price | Status |
|
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. |
CompIntelligence
Virtual NA |
Thu, May 14th 2026
9:00am - 5:00pm EST |
$595 per day | Completed |
|
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. |
CompIntelligence
Virtual NA |
Wed. June 17th - Thu. June 18th 2026
9:00am - 5:00pm EST |
$595 per day | Completed |
|
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. |
CompIntelligence
Virtual NA |
More 2026 Dates Coming Soon.
9:00 AM - 5:00 PM EST |
$595 per day | Register |
Training Built Around Your Application.
Our custom training process aligns each user's role with their own work and data, helping ensure readiness from Day 1 of Go-Live. Training includes comprehensive manuals, flexible delivery options, and opportunities to earn CPE credits.
- Role-based learning
- Application-specific exercises
- CPE-eligible training
Project Team Training
Build the foundation before design begins.
Give your project team an understanding of OneStream concepts and terminology before they move deeper into implementation and application design.
- Expose the Project Team to OneStream concepts
- Learn key concepts and terminology
- Prepare for your design sessions
- Make timely and educated decisions about the design of your solutions
Consolidation Workflow for Interactive Users
Train users in the processes they will actually perform.
Materials and exercises are built on your application, helping users learn within familiar workflows and month-end processes.
- Class replicates your month-end close processes
- Create an easier transition for end users
- Retrieve your data with XFGetCell formulas
Budgeting / Forecasting Workflow for Interactive Users
Prepare FP&A users for day-to-day planning.
Materials and exercises are built around your application so finance users learn within the same budgeting and forecasting processes they will use after go-live.
- Class replicates your month-end close processes
- Create an easier transition for the FP&A team
- Analyze forecast data using Quick Views
- Create reports using XFGetCell formulas
Reporting Using Spreadsheet Add-In
Give users the confidence to build their own reports.
Application-based exercises help users develop practical reporting skills using the tools and information they will work with every day.
- Teach all users to write their own reports
- Explore ad-hoc reporting with QuickViews
- Reporting with XF Retrieves
Creating Cube Views & Books
Develop more capable report writers.
Materials and exercises are built on your application, giving users practical experience creating and enhancing reporting outputs.
- Create a team of savvy report writers
- Leverage templates to create Cube Views
- Build dynamic reports using substitution variables and parameters
- Enhance reports with calculations and formatting
Converting SmartViews to XF Retrieve Workshop
Transition existing reporting knowledge into OneStream.
This workshop helps users understand how their existing reporting structures translate into OneStream and how XFGetCell can support the transition.
- Understand the relationship of your OneStream dimensions to HFM
- Learn to build XFGetCell formulas in OneStream
- Easily convert HSGetValue worksheets to XFGetCell formulas
Ready to Take Your OneStream Adoption to the Next Level?
Registered CPE Sponsor
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 .