Upcoming

WEBINAR: Intro to OneStream Excel Add-In

Tue, Apr 28, 2026, 9:00 – 11:00 AM CDT
WEBINAR: Intro to OneStream Excel Add-In

COURSE DESCRIPTION / OBJECTIVES

This free webinar will expose you to the three ways to analyze OneStream data in Excel: creating ad hoc spreadsheet queries (Quick Views), integrating predefined live OneStream reports (Cube Views), and building formula-based spreadsheets (XFGetCell Retrieves) with OneStream intersections.  

This session is demonstration-based and does not include hands-on exercises.

Recommended Audience: End Users and Power Users who want to use OneStream data in Excel for analysis

Course Level: Basic Pre-requisite: None

HIGH-LEVEL AGENDA

  • Understanding OneStream Dimensions
  • Introduction to OneStream Spreadsheet Reporting
  • Integrating Cube Views in Spreadsheets
  • Generating Ad Hoc Reports with Quick Views
  • Using Retrieve Formulas in Spreadsheets
Register

Instructors

Carol Barefoot

Director of Education Services

Jessica Pineda

Senior Training and Marketing Specialist

Contact us

Classifications

Levels
  • Level 1