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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. Thanks
From 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
ShowCurrency=True in excel export?
Hi, I can figure out how to solve problem with cell format in column ShowCurrency=True (in Cube View) to work in Excel export? Any ideas how to fix this? I want to have it both in Excel and PDF export. In Excel formatting I cannot see any settings that I can use. Maybe some kind of combination in ExcelNumberFormat that can be used? Currency is depended on accounts etc. Thanks for your help, Pia
LIM: Example of Sequential ID Update for New Adds
DISCLAIMER: It should be noted that the focus of this technical guide is to provide general information, considerations, and guidelines for an identified topic. It is NOT to be interpreted as the ONLY approach nor a guarantee that there will not be any issues encountered by using this approach as a customer’s requirements or application configuration may render this guidance as not applicable. In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this article, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. OneStream does not warrant as to the accuracy of this guidance, which is provided on an as-is basis. Any forward-looking statements contained herein are based on information available at the time those statements are made and/or good faith beliefs and assumptions as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Considering these risks and uncertainties, the forward-looking events and circumstances discussed in this guide may not occur and actual results could differ materially from those anticipated or implied in the forward-looking statements. VERSION: PV900 SV200 PLATFORM: 9.2.0 USE CASE: rather than having users freely input whatever s/he wants as the ID or to have the same generic ID, you want to create a standardized naming convention for new adds with sequential ordering. PURPOSE: to provide you with an example that you can leverage as part of your build, whether you decide to incorporate this to existing input options (Register, Spreadsheet). ASSUMPTIONS: my example assumes new adds are only to be done on the Register or through the Spreadsheet. Create your custom parameter (e.g., prm_LastNewNumber_LIMB2). Refer to the technical guide, LIM: Example of Setting up my Customizations Outside of LIM’s Workspace(s) for Future Upgrades Customizations are recommended to be setup outside of the LIM-related workspace to facilitate future upgrades Next, write your logic to the relevant Services' files! Example logic for the Register (WsDynamicGridService): if ((originalStatus != null && originalStatus.Equals("NewHireNetNew", StringComparison.OrdinalIgnoreCase)) || (modifiedStatus != null && modifiedStatus.Equals("NewHireNetNew",StringComparison.OrdinalIgnoreCase))) { // Get the last new hire number bool isSystemLevel = false; string sourceWorkspaceName = "LIM Customizations"; Guid workspaceIDIfNotInName = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, isSystemLevel, sourceWorkspaceName); string combinedWsAndParamName = "prm_LastNewNumber_LIMB2"; int lastNewNumber = Convert.ToInt32(BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, isSystemLevel, workspaceIDIfNotInName, combinedWsAndParamName)); // Increment by 1 and update parameter for next time int thisNewNumber = lastNewNumber + 1; BRApi.Dashboards.Parameters.SetLiteralParameterValue(si, isSystemLevel, workspaceIDIfNotInName, combinedWsAndParamName, thisNewNumber.ToString()); // Create a new ID (e.g., TBH000123) string newHireID = $"TBH{thisNewNumber:000000}"; row.ModifiedDataRow.SetValue("EmployeeID", newHireID, XFDataType.Text); }Example logic for Spreadsheet (WsTableViewService): if (string.IsNullOrWhiteSpace(employeeId) && modifiedStatus.Equals("NewHireNetNew",StringComparison.OrdinalIgnoreCase)) { // Get the last new hire number bool isSystemLevel = false; string sourceWorkspaceName = "LIM Customizations"; Guid workspaceIDIfNotInName = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, isSystemLevel, sourceWorkspaceName); string combinedWsAndParamName = "prm_LastNewNumber_LIMB2"; int lastNewNumber = Convert.ToInt32(BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, isSystemLevel, workspaceIDIfNotInName, combinedWsAndParamName)); // Increment by 1 and update parameter for next time int thisNewNumber = lastNewNumber + 1; BRApi.Dashboards.Parameters.SetLiteralParameterValue(si, isSystemLevel, workspaceIDIfNotInName, combinedWsAndParamName, thisNewNumber.ToString()); // Create a new ID (e.g., TBH000123) string newHireID = $"TBH{thisNewNumber:000000}"; // Update row tableViewRow.Items["EmployeeID"].Value = newHireID; }TransformRuleInfo changes v9.x
Hello, With the new changes to the Stage and Transform tables in v9.x there has been a change to the tables with a new RuleIdentityId identity field and a parallel change to the TransformRuleInfo object. Is there any documentation or best practices for how to use the API to handle this new parameter and ensure adding rules dynamically via BR adheres to the new identity field requirements?
