We are also bloggers
Blog section
Blog section
We are also bloggers
OneStream XF Excel Addins
by Nicolas Argenté
All accountants in the world know Excel. When you are using OneStream, you do not have to choose between another spreadsheet or Excel: you can have both! With OneStream Excel add-in, but also with the embedded spreadsheet you will create tailor made analysis and reporting solutions. Get your answers in seconds by using the Excel add-in. Here is a guide to get you started.
First, you will need to download the Excel Addin from the Marketplace of OneStream and install it. The Excel Addin version has to match the version of OneStream you are using. The installation is quick and easy, just follow the guidance. You will probably have to restart Excel and then you will see this new menu on the top:
This is to log on to OneStream from Excel. Click on the left button, log on and enter your credentials.
After logging in, you will see the OneStream XF menu offering you already a lot more options. You will also note the quick view on the right.
Here we will be using examples from the Golfstream application offered in the Marketplace.
OneStream Quick Views
Quick views are probably the most usefull part you will use. Building a quick view, is fast and not complicated. It will help you quickly query your data and report on it. Literally in few seconds!
First, go to any cell and type in those 2 members and select them:
Now, click on the quick view icon on the right (1) and Create the quick view (2)
You will notice that in the Quick View that you have added, you gave the dimension type with A# for account and T# for time. This allows OneStream to query the right member in the dimension type. After that you do not need to declare it again and can simply add another time period without the T# as OneStream already knows it is a time column.
Once again, select the table but this time click on rebuild
This will most probably remind you of the pivot table in Excel.
And like in a pivot table you can drag and drop other dimensions to insert them in your Quick View. It is as simple as that!
OneStream Member Dialog box
Like in the App you can use the member dialog box to easily select or filter the members you would like to show in your report.
And by double clicking on the member directly in Excel, thanks to Excel Addin, you will see its children.
You have probably noticed at this stage that, like in the OneStream Cube View, there is the same color coding for cell status. Green, Red and white for inputs, but you can personalize those colors.
The only limitation I see for now is that the Excel Addin does not have the functionality (yet!) to undo/redo if you make an error.
As you can see with those examples, the Excel Addin can provide you quick access to your data and your reports. The beauty of this is that all accountants know Excel and it is a really quick to learn new tool.
Want to learn more about OneStream XF?
If you want to learn more about handy features of OneStream XF, contact the author of this blog: Nicolas Argenté
Read more articles
Webinar Rewind: Optimice su proceso de Commercial Revenue Planning con Anaplan
Meeting sales targets and goals has always been the primary challenge for commercial teams. Check out our Spanish webinar and demo that shows how Anaplan can help you optimize your processes
OneStream Splash – Paris 2022
Last week; from Wednesday 14 to Friday 16 September, it was time for the EMEA version of OneStream's Splash event in Paris.
Webinar Rewind: Conquer ESG Reporting with OneStream Software
During this session, we discussed how you can conquer ESG reporting through our OneStream Software solution.
Transforming Legal Services Through Financial and Operational Alignment
How does performance management technology unlock value from data in today’s fast-paced client markets?
Webinar: Conquer ESG Reporting with OneStream Software
Together with the ESG reporting experts of Intire, Sonum International developed a solution specifically on ESG for OneStream Software.
Webinar Rewind: IFRS16 in Control, a free to use OneStream solution
IFRS16 in Control, a free to use OneStream solution
Sonum International to Open New Office in Cape Town
Sonum International, a OneStream Diamond Partner, has announced the opening of a new office in Cape Town South Africa
Webinar Rewind: Automating information accessibility to power your firm’s efficiency
During this session, we discussed how we helped the law firm; Hogan Lovells in implementing OneStream to optimize their consolidation processes.
Sonum International Announces Expansion into APAC region via merger with Chain
December 2021, Manila, Philippines – Sonum International, a OneStream Diamond Partner, has made a commitment to the APAC markets through a merger with Chain.
Sonum International Announces Expansion into Nordics region via merger with Chain
December 2021, Taastrup, Denmark – Sonum International, a OneStream Diamond Partner, has made a commitment to the Nordics market through a merger with Chain.
Sonum International announces Expansion into the US and Canadian Markets Through Merger of Infogility’s Financial Planning and Consolidation Business Unit
Sonum International, a OneStream Diamond Partner, has made a firm commitment to the US and Canadian markets, by combining operations in the Americas with that of Infogility.
Streamlining the Financial Close with OneStream’s Unified Platform
OneStream Software provides a unified, Intelligent Finance Platform that simplifies financial close and consolidation, planning, reporting, analytics and financial data quality for sophisticated organizations
Upgrade yourself!
Wanna see our projects portfolio?
Let’s Start Something new
Say Hello!
Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit laborum. Sed ut perspiciatis unde omnis.