OneStream Training — Certified Courses
Oracle EPM, OneStream, Hyperion, and NetSuite training for finance teams across Australia and New Zealand — delivered with Keyteach, a Global Authorised Training Partner of OneStream Software, and led by the consultants who implement these platforms.
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ONESTREAM TRAINING
Authorised OneStream training via Keyteach — from getting started and end-user courses to administration, implementation, reporting, and dashboards.
Overview
James & Monroe delivers authorised OneStream training through our partnership with Keyteach, a Global Authorised Training Partner of OneStream Software. Courses are taught by certified instructors and run live online, in person, or self-paced, with seats on the public schedule across APAC, EMEA, and the Americas.
The catalogue runs from a first day on the platform through to implementation and financial calculations, so there is a course for every stage — project teams preparing for a build, end users on a live application, power users taking on maintenance, and administrators running the system.
How It’s Delivered
Instructor-led
Live classes online or in person — individual seats on the public schedule, or a private class run for your team.
Self-paced on demand
Online courses taken at your own pace through the Keyteach platform; several carry CPE credits.
Bespoke
Built around your own application, data, and user roles — suited to go-live and rollout.
Foundations & End Users
Getting Started with OneStream (1 day)
A first day on OneStream for anyone new to the platform — navigation, core concepts, and how an application fits together.
OneStream: End User Training (2 days)
Hands-on grounding for end users — dimensionality, workflow, and day-to-day use of a live application.
OneStream: Excel Add-In Training for End Users (1 day)
Analyse and report on OneStream data from Microsoft Excel using the Excel Add-in.
Project Teams & Power Users
OneStream: Project Team Training (2 days)
For project teams shaping a build — the full span of platform capability and the decisions that drive a good design.
OneStream: Administrative Tasks for Power Users (2 days)
Equips power users to take on routine application maintenance and support the wider user community.
OneStream: Excel Deep Dive for Power Users (2 days)
Extends Excel Add-in skills so power users can build and support more advanced Excel reporting.
OneStream: Reporting for Power Users (2 to 3 days)
Customised reporting practice inside your own application and data model.
Administration & Implementation
Getting Started with OneStream + Administration (4 days)
Foundations plus core administration — modifying existing applications, maintenance, and troubleshooting.
Implementing OneStream for Technical System Administrators (5 days)
The full implementation path — project setup, workflow design, data integration, and an introduction to financial calculations.
OneStream: Writing Financial Calculations (3 days)
Building and maintaining the financial calculations at the centre of a OneStream application.
OneStream: CPM Express — Maintaining Applications (3 days)
Maintaining and configuring CPM Express applications across IFRS and GAAP environments.
Reporting & Dashboards
OneStream: Building Basic Reports (3 days)
Creating reports from the ground up — connecting reports to application design and building a simple cube.
OneStream: Building Dashboards (3 days)
Hands-on dashboard building — maintenance units, data adapters, components, layouts, and embedding.
View all OneStream courses on Keyteach →
Train your OneStream team
Tell us the audience and we’ll line up public seats, a private class, or a bespoke programme built on your own application.