Cube Views in Spreadsheet

Cube views are the primary reporting tool in OneStream to display financial data for your organizational needs. You can also use cube view reporting in the Spreadsheet and Excel Add-in using cube view connections.

Define Cube View Connections

Cube view connections are different from exporting a cube view to Excel because the connection remains live, meaning data can be refreshed and submitted.

Before defining cube view connections:

  • Make sure you have the appropriate security settings to access your Cube View and the Spreadsheet page in OneStream.

  • Make sure your cube view is in a group within a profile that has visibility set for Excel.

  • If using the Excel Add-in, connect to OneStream. In Excel, from the OneStream menu, click Logon.

To add a cube view to Excel or Spreadsheet:

  1. Select the cell that you want to place the cube view on. The uppermost left corner of your cube view will start on the cell you have selected.

  2. Select Cube Views > Cube View Connections > Add from the OneStream ribbon.

Configure Cube View Connections

You can configure cube view connections in OneStream from the Spreadsheet functionality.

  1. Click OneStream from the Spreadsheet ribbon.

  2. From Cube Views, select Cube View Connections to open the cube view connections dialog box.

Add a Cube View to Excel or Spreadsheet

  1. Click Add to create a cube view connection.

  2. Click the ellipsis next to the Cube View field to open the Object Lookup dialog box. Object Lookup enables you to search for an existing cube view.

  3. Use the Filter box to search for the name of the cube view and select it from the list of results.

  4. Click the OK button to confirm the cube view selection.

  5. The Name and Refers To fields automatically populate for the selected cube view. Click the OK button to continue.

  6. Click Close to exit the dialog box. Your selected cube view is now added to the spreadsheet.

    NOTE: See Cube Views for more context on these properties.

Format Cube View Connections

In Spreadsheet, you can apply standard formatting to a cell, a group of cells, or to a row or column. Check the Preserve Excel Formatting setting in the Cube View Connection dialog box, or use Selection Styles and Named Ranges to format a Cube View Connection in Spreadsheet. See Formatting in Excel.