Quick Views

Quick views are ad hoc reports that allow you to pivot, drill back, create data sets, and design workbooks to analyze data. Quick views can also be used to submit data. You can create a quick view by:

• Entering members.

• Copying and modifying another quick view.

Manage Quick Views

The Quick Views tab displays your dimensions. You can move and replace the default Time and Account dimensions. This table identifies the tasks you can perform on the Quick Views tab.

Button	Description
	Create a quick view. See Quick Views.
	Rebuild a quick view created by direct data entry by selecting new or modified fields.
	Rename a quick view.
	Delete a quick view.
	Edit quick view properties.
	Refresh a quick view with the latest data set.
	Undo up to 100 changes.
	Restore deleted changes.
	Select members, identified by dimension type or dimension, to add to a quick view.
	Clear everything except selected items.
	Clear only a selected item.
	Go to the next level in the hierarchy.
	Go to the top of the hierarchy.
	Go to the parent member.
	Go to the immediate child members.
	Go to the branch base.

Quick View POV

If you do not select a member, the quick view POV reflects your default POV settings. User-defined descriptions also display in the quick view POV. Hover over dimension labels to view dimension descriptions.

See Application Properties and User Defined Dimensions 1–8

Create and Modify Quick Views

This topic describes how to define and modify quick views.

Create Quick Views

Create a quick view using a sample income statement account. See Find and Add Members to Quick Views and Manage Quick Views

1. In Cell A2 specify the row: DimensionToken#MemberName A#IncomeStatement.

2. In Cell B1 specify the column: DimensionToken#MemberName T#2018M1.

3. Highlight the dimensions you entered and click Create Quick View. If you are using the Excel Add-in, click the Quick Views tab.

   

4. In the Create Quick View window, click OK.

You can create quick views using the Quick Views menu on the OneStream ribbon.

1. On the OneStream ribbon, click the Quick Views drop-down menu.

2. Click Create Quick View and one will populate in the cells below.

To add members to your new quick view, manually enter the dimension tokens into the cells or add them using the Quick View toolbar.

1. In cell B1 specify the column: DimensionToken# MemberName S#Actual

2. In cell C1 specify the column: DimensionToken#Member Name S#BudgetV2

3. Click on the cell where your quick view rows will begin. In this example, specify column A2.

4. Click Select Member from the quick view toolbar to the right of the screen.

   

5. From the Select Member dialog box, move dimensions to include in your quick view to the Result List using the single arrow. Click OK.

   

6. Highlight the cells with your data and click Create Quick View.

   

   You can create a quick view by copying an existing quick view or expanding on the data in a quick view cell.

1. Select an existing quick view.

2. On the OneStream ribbon, click the Quick Views drop-down menu.

3. Select Copy Quick View.

   

4. Select any cell within the current sheet, workbook, or another workbook.

   NOTE: You can only paste a copied Quick View into the same workbook when using Spreadsheet.

5. Click Quick Views drop-down menu and select Paste Quick View.

   NOTE: Paste any quick view by right-clicking > Quick View > Paste Quick View. See Right-Click Options.

To create a quick view based on the POV from a single cell in an existing quick view:

1. Select an intersection of data in an existing quick view.

2. On the OneStream ribbon, click the Quick Views drop-down menu.

3. Select Create Quick View Using POV From Selected Cell.

   

Modify Quick Views

The following section outlines how to rebuild quick views after adding or removing dimensions and members.

Use a comma-separated member list in column and row cells to build the quick view. In this example, enter:

1. DimensionToken#Root: A#60999,64000,63000,65200 in A2

2. DimensionToken#Root: T#2018M1,2018M2,2018M3 in B1

3. Select the updated area and click Create Quick View.

4. Enter a quick view name and click OK.

   The quick view is displayed:

   
   

Use the member expansion functions in cells to refine the quick view. For example, enter:

1. DimensionToken#Root A#Root.Children in A2

2. DimensionToken#Root T#2018.Base in B1

3. Select the updated area, click Create Quick View and specify a name.

   

Use the member expansion functions to enter comma-separated members in cells to finalize the quick view. For example, enter:

1. DimensionToken#Root A#Root.List(60999,64000,63000,65200) in A2

2. DimensionToken#Root T#2018M1 in B1

3. Select the updated area and click Create Quick View.

   The quick view updates:

   

NOTE: Check the suppression options if items do not display as expected.

Extend a Quick View

To add a dimension or new dimension member to a quick view, enter # before the specified dimension or member names. If the dimension is already used, # is not required.

1. Specify the data to use. For example, enter:

   Dimension type, such as DimensionToken#MemberName S#Actual

2. Select the area and click Rebuild Quick View.

   

   The updated quick view is displayed: 

   

Change Dimension Members

You can switch dimension members by entering another member name. You do not need to specify a dimension token if you switch to members in a dimension that is being used. For example:

1. Enter these members: 60999, 43000, and 61000 .

2. Select the members and click Rebuild Quick View.

   

   Members 60999, 43000, and 61000 replace 60000 and 54500 as shown in the updated quick view:

   

You can change from one dimension to another by entering comma-separated members in the same cell. In the example below, the Account dimension is changed to the Entity dimension.

1. Above the Time dimension enter the following, separated by commas:

   • E#HoustonHeights

   • South Houston

   • Operating Sales A#60000 

     

2. Select the area and click Rebuild Quick View.

   Operating Sales columns are created for the Houston entities:

   

You can add to an existing dimension's members by entering comma-separated member names in the same cell. If names are numeric or start with an apostrophe, insert a space after each comma.

1. In the same cell, enter the following members. Insert a space after each comma because the member names are numeric.

   • 60999

   • 43000

   • 61000

2. Select the area and click Rebuild Quick View.

   

   Members 60999, 43000, and 61000 are added to the existing member list:

   

Change Dimensions

Dimensions can be replaced by modifying row and column headers with the updated dimension information and rebuilding the quick view.

1. Click the dimension to be changed, then specify the dimension to use. As shown in the example below, you could:

   1. Replace Account with an Entity such as E#HoustonHeights.

   2. Add OperatingSales A#60000 above Time.

2. Select the area and click Rebuild Quick View.
   

   The updated quick view will look like this:

   

Using "Keep Only" When Extending a Quick View

When modifying a quick view, select the rows and columns you want to remain unchanged using the Keep Only option. This allows you to clear a quick view without losing selected data.

1. In the row below an existing dimension, add these members: 60000, 61000, and 54500. 

2. Select the area and click Keep Only.

   
   
   After updating, the quick view will look like this:

   

Reverse Member Display Order

You can double-click to reverse the display order of members by specifying Quick View Double-Click preferences.

1. Select Administration > Preferences.

2. In Quick View Double-Click, set Default Expansion for Rows to TreeDescendantsR.

   

Format and Suppress Data

Use the following to manage and customize your quick view display:

• Row Header/Columns Header Text Types: Reformat columns and rows.
  

• Suppress Repeating Member Names: Display or hide repeating member names. For example, if False, the repeating name displays in each row.

• Data Style: Apply a provided or custom data style. See Styles.

• Suppress Invalid Rows/Columns: Hide cells that have invalid data.
  

• Zero Suppression Threshold: Suppress all values that are less than a number you specify, for rounding purposes. For example, specifying 499.99 suppresses any value less than that, such as 499.19.

Find and Add Members to Quick Views

You can add multiple members to a quick view, filtering and searching as necessary.

NOTE: To add members while preserving the current quick view column, select the columns to fill outside the current quick view range. After adding members, select the new column range and click Rebuild Quick View.

1. Select a dimension, then click Select Member.

2. On the Select Members dialog box, perform a task:

   • To find members not shown in the hierarchy, click the Search tab, enter the member name, select members, and then click Add Selected Items.

   • To select multiple members, press Ctrl or Shift, selecting the members, and then click Add Selected Items.

     

3. Select the area to which the members were added and click Rebuild Quick View.