OneStream Essentials Series: Getting Started with OneStream - 1 day

OS KT Global Authorized Training Partner FC MIDDLE


Instructor-led - 4 days (32 CPE credits).

All scheduled Getting Started with OneStream courses are delivered as a combined 4 days alongside the OneStream Administration course.

  • Day 1: Getting Started with OneStream
  • Days 2-4: OneStream Administration

CPE Credits available for attending this combined course are Finance (20) and Information Techology (12).


Anyone seeking an introduction to OneStream and serves as a prerequisite for more advanced courses.

Course Summary

Getting Started with OneStream is the beginning of OneStream learning for all who are new to OneStream. In this course, learners build a foundation with the basic concepts of a OneStream application. This course introduces how to navigate an application; the common business processes OneStream supports; concepts of metadata components and dimensions, cubes, and workflows; and concludes with an overview of the powerful reporting options available within OneStream.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or request a private class for your team:

Learning Objectives

By the end of this course learners will be able to:

  • Identify the benefits of OneStream
  • Identify the basic concepts of the OneStream application
  • Navigate OneStream
  • Recognize the common business problems solved with OneStream
  • Identify metadata components and dimensions
  • Interpret cubes, workflows, and the different reporting options available
    in OneStream

Prior to Attending Training

Prior to taking this course, it is helpful, but not necessary, to have a working knowledge of common finance and accounting concepts.

OneStream Student Cancellation

Please refer to the cancellation schedule listed below. If you cannot attend a training class, you are permitted to send another employee from your company at no additional charge or choose to have a credit made to your account to use toward a future class.

OneStream Cancellation Schedule

  • 14 or More Days
    No charge; full refund
  • 13 to 7 Days
    50% of fee charged
  • Under 7 Days
    Full fees charged; no refund

Class Size

Public classes require a minimum of four students registered within seven days of the class start or they may be cancelled at OneStream’s discretion. Once the registered class size reaches its limit (differs by location), it will be closed to additional students.

Next Scheduled Courses

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Course title: OneStream Essentials Series: Getting Started with OneStream

Duration: 1 day

Audience: Anyone seeking an introduction to OneStream and serves as a prerequisite for more advanced courses.

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 8 credits - Finance (8)

Programme level: Beginner

Keyteach 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 115820. 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:


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