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Get UD member Display member Group
Hello OneStreamers, Good day! Could you please guide me on how to retrieve the Display Member Group for a UD dimension member? I am currently looping through UD1 members using a GetMembersUsingFilter function, and I would like to capture the Display Member Group associated with each UD member. Any guidance or suggestions would be greatly appreciated. Thank you in advance!
Environment Application Count Dashboard
Our users are wanting to know how many applications are in each environment, then show the applications under each environment by clicking on the environment, plus the ability to enter a comment next to the application. Similar to the Cloud Admin Tool, Applications on top, user would click the environment, the grid would then show the applications. A text field next to the application name where they could input a comment. Any thoughts on how this could be done? Appreciate it in advance!
Balance Sheet report: displaying two CubeViews in a two-column layout
Hi everyone, I'm building a Balance Sheet report in the Text Editor. For various reasons, I have two separate CubeViews: one for Assets and another for Liabilities & Equity. I've placed both CubeViews inside a table within the Text Editor (one per cell, side by side), trying to display them in the classic balance sheet layout — Assets on the left, Liabilities & Equity on the right. However, I'm having trouble getting them to render correctly next to each other. Has anyone done this before? Is a two-cell table in the Text Editor the right approach, or is there a better/recommended way to place two CubeViews side by side in a single report? Any tips or examples would be greatly appreciated. Thanks!
Problem With DM Sequence Parameter Resolution Order
Good afternoon, I'm encountering an issue and hoping someone could share how they've worked around this in the past. We have a task that runs over a finite number of Entities. Historically the underlying Business Rule was kicked off via DM Step with Entity: E#Top.Base. It's not exactly "Top" but something similar to hopefully capture all relevant Entities to this particular task. The runtime was always a consideration as it also runs for all remaining periods within our current year. In an effort to reduce runtime we introduced a "Unique Entity" parameter. This is defined by a Business Rule that runs and queries a source table to determine only the Entities that this particular task needs to be run on. In practice this has greatly reduced runtime on the task. Runs more than 2x faster. The problem: The source table that populates the list of "unique entities" is also updated within the same Data Management Sequence. Something like: 1) Update source table 2) Run task described above Because both Steps are within the same Sequence, the "Unique Entity" business rule is being executed before #1 Update source table happens. So any changes to the source table versus a previous run could cause an Entity to be missed. I wish the Filter would get resolved when the Step is executed instead of when the Sequence is executed. Hopefully that makes sense to everyone? The only workaround that I'm aware of is to kick off the 2nd Step at the end of the 1st step. This removes a lot of the visibility and, as part of our current process, Step 1 is sometimes executed on its own to preview Stage data before the full Cube posting takes place. I appreciate anyone who can provide guidance on this matter. Thanks, Brandon
Excel Add-in and Task Activity Log
Hello, I'm responding to audit requests regarding user task activities and found an active user which has no task activity logged. The user uses the Excel Add-in. What Excel activities are/aren't recorded on the Task Activity log? Is there a way to capture the Excel activities? Thanks!
MergeAndCenterColumnHeaders in Cube Views
Hi, Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views? We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view. There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. ThanksFrom Number Crunchers to Strategic Architects: How Finance Professionals Prove They’re Ready
4 MIN READ For decades, finance careers followed a familiar pattern. Early roles were built on repetition—reconciling accounts, chasing variances, managing close cycles. Over time, those experiences added up to judgment, confidence, and credibility. But today, that model is breaking. AI and automation are rapidly removing the “busy work” that once defined how finance professionals learned their craft. Teams are being asked to move faster, think more strategically, and guide the business through constant uncertainty—often without the traditional learning curve that used to get them there. The result is a new question for modern finance professionals: How do you prove you’re ready for a role that’s still evolving? From Number Crunchers to Strategic Architects Across the finance organization, expectations are rising. Finance is no longer viewed primarily as a reporting function. Instead, teams are expected to deliver insight, drive decisions, and act as strategic partners to the business. This shift is visible across roles: FP&A professionals are spending less time preparing data and more time interpreting it Financial close teams are taking on automation, governance, and explainable results Early career professionals are entering the field with high expectations around AI—but fewer opportunities to “learn by doing” As automation removes repetitive work, it also removes one of the primary ways finance professionals historically built confidence and credibility. Efficiency is increasing—but traditional pathways to mastery are disappearing. The Growing Skills Confidence Gap This transformation is happening quickly—and not everyone feels equally prepared. Many professionals now use AI and advanced tools in their daily work, but confidence in applying those skills isn’t evenly distributed. Newer professionals may feel comfortable with modern tools, while experienced practitioners are under pressure to adapt quickly—without clear benchmarks for what “good” looks like in a technology-enabled role. At the same time, expectations continue to rise. Finance teams are being asked to: Forecast faster Identify risks sooner Deliver insight, not just accuracy The challenge isn’t access to technology. It’s a lack of shared clarity around what readiness really means. When Job Titles No Longer Tell the Full Story In a more linear career model, tenure and job titles served as proxies for capability. If someone had “done the work” long enough, trust followed. Today, finance career paths are far less predictable. Roles are expanding, responsibilities are overlapping, and skill requirements are evolving faster than formal job descriptions. Experience still matters—but it’s no longer consistent or easy to compare. That creates real challenges: How do professionals demonstrate job-ready capability beyond a résumé? How do organizations assess readiness across diverse teams and roles? This is where skill validation becomes essential. Certification as a Signal in a Noisy Skills Market In a landscape where roles are evolving faster than career paths, certification is becoming a critical signal—not as a checkbox, but as proof of applied capability. Strong certification programs validate: Real-world, role-specific skills Practical application across common finance scenarios A shared standard for what “good” looks like today Across the OneStream community, certification is increasingly recognized as a benchmark for capability—helping professionals stand out and helping organizations build more confident, consistent teams. Certification doesn’t replace experience. It strengthens it—making expertise more visible, more portable, and easier to trust. Where Certification Fits in Modern Finance As finance continues its shift from historical reporting to forward-looking insight, one thing becomes clear: capability matters more than titles. When career paths are less linear and traditional learning models are disrupted, professionals need a clearer way to demonstrate readiness. At the same time, organizations need a reliable way to assess skills across teams spanning close, planning, reporting, and platform ownership. Certification helps answer the question that matters most: Can this person perform in the role—today? Role-Based Certification Paths for Real-World Work Modern finance teams are made up of specialists, power users, administrators, and architects—each with distinct responsibilities. A one-size-fits-all credential no longer reflects how work actually gets done. Role-based certification paths: Align validation to real-world responsibilities Reflect the expanding scope of finance across the platform Provide clear progression from learning to applied capability For professionals, this creates direction and confidence. For organizations, it establishes a shared standard across an evolving finance landscape. Take the Next Step: Validate Your Expertise As finance roles continue to evolve faster than traditional career paths, waiting to “gain experience over time” is no longer enough. Whether you’re expanding your role, transitioning into new responsibilities, or strengthening your expertise, certification provides a clear, recognized way to prove you’re ready—today. For professionals building reporting and analytics expertise, there’s an added advantage. After completing the Building Dashboards course, learners can access discounted certification pricing—making it easier to turn learning into verified, recognized skill. The path forward is clearer than ever: Build your skills. Validate your technical expertise. Show what you’re capable of. Explore role‑based certification paths
