HollandParker

COURSE OBJECTIVES

Become skilled in analyzing OneStream data in the Excel environment in a variety of ways.

Excelling w OS Excel Add-In will help you understand and navigate OneStream dimensions so you can analyze OneStream data by creating ad hoc spreadsheet queries (Quick Views), integrating predefined live OneStream reports (Cube Views), and building formula-based spreadsheets with OneStream intersections.  

HIGH-LEVEL AGENDA

• Understanding OneStream Dimensions
• Introduction to OneStream Spreadsheet Reporting
• Integrating Cube Views in Spreadsheets
• Ad Hoc Reports with Quick Views 
• Creating Quick Views
• Modifying Quick Views
• Advanced Quick View Features 
• Using Member Filters
• Adding Calculations
• Formatting Quick Views
• Using Retrieve Formulas in Spreadsheets
• Converting Quick Views to Retrieve Reports
• Building Retrieve Reports from Scratch
• Case Study
• Researching Questions with Quick views
• Creating Sophisticated Retrieve Reports