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

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Instructor-led

Live classes online or in person — individual seats on the public schedule, or a private class run for your team.

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Self-paced on demand

Online courses taken at your own pace through the Keyteach platform; several carry CPE credits.

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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.

Contact J&M