Getting Started with OneStream + OneStream Administration Training Course - 4 days

OS KT Global Authorized Training Partner FC MIDDLE


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

All scheduled OneStream Administration course are delivered as 4 days alongside Getting Started with OneStream

  • 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).


System administrators 

Course Summary

Using an existing application, OneStream Administration will help develop administrator competencies for modifying core platform artefacts (such as dimensionality, workflow, data sources, and transformation rules) and troubleshooting skills  for a variety of common issues. The course content has been created assuming that it will be used by a OneStream administrator as a supplemental resource to any design documentation provided by a consultant. Content has avoided, where possible, a Planning or Consolidation focus as these topics will be dealt with in other courses and learning resources.

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:

  • Manage users and leverage support resources 
  •  Manage Dimensions 
  •  Work with Cubes and Extensibility 
  •  Building and update the Workflow 
  •  Manage and maintain data import artifacts 
  •  Manage and maintain data entry workflows and artifacts 
  •  Revise and update Workflow processes 
  •  Utilize Administrator tools 

Prior to Attending Training

Upon training registration and payment, qualified OneStream Administrators* will be given access to the OneStream Navigator, which is OneStream's online training video library. Navigator access will be available within three business days from the time of registration and login information will be emailed to the attendee via the OneStream Okta Administrator.

* A qualified OneStream Administrator must meet all of the following: 

  1. Company is a current OneStream Customer, which is defined by a mutually signed Software License Agreement. OneStream Navigator access will not be given until the contract is finalized and signed by both parties. 
  2. Currently employed at a OneStream Customer and has a valid company email address. If a valid email address is not provided at the time of registration, OneStream Navigator access will not be given until the first date of employment.

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: Administration

Duration: 3 days

Audience: System administrators

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 24 credits - Finance (16) and Information Technology (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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