Right-Click Options

When working with data in the in Excel Add-In, right-click and navigate to OneStream to see the following available actions: 

Cube Views

Cube View Connections

Create a new Cube View connection.

Selection Styles

Set up a selection style. See Selection Styles.

Manage Selection Styles

Modify an existing selection style. See Selection Styles.

Quick View

For a complete overview on Quick Views, see Quick Views.

Create Quick View

This will create a new Quick View in the worksheet’s selected cell.

Copy Quick View

This will copy the selected Quick View in order to paste a version of it in another spreadsheet or workbook.

Paste Quick View

This will paste the copied quick view to the current spreadsheet or another workbook.P

Create Quick View Using POV from Selected Cell

This will create a new Quick View based on the current POV from the selected cell.  This can be done using a Quick View cell’s POV or a Cube View cell’s POV.

Expand

Select the cell of a Member and choose how to view its data. Select from these options:

  • AllTops: This returns the Top of the given Dimension.

  • AllBase
    This returns all Base Members of the given Dimension regardless of what Member is selected.

  • All
    This returns all Members in a given Dimension.

  • NextLevel
    This returns the next level of Members under the selected Member.

  • KeepOnly
    This will only keep the selected Members.

  • Parents
    This returns the direct Parents of the selected Member regardless of how many hierarchies to which the Member belongs.

  • Ancestors
    This returns all Members up the chain from the selected Member.

  • Children
    This returns the first level of Children under the selected Member.

  • ChildrenInclusive
    This returns the selected Member and its first level of Children.

  • Descendants
    This returns every Member under the selected Member in a list, not a hierarchy.

  • DescendantsInclusive
    This returns the selected Member and every Member under it in a list, not a hierarchy. 

  • TreeDescendants
    This returns every Member under the selected Member in a hierarchy.

  • TreeDescendantsInclusive
    This returns the selected Member and every Member under it in a hierarchy.

  • Base
    This returns the Base level for the selected Member.

Paste POV

Enables you to Paste a POV into a selected cell in order to change the data within that Quick View.

Apply POV from Selected Cell

This enables a POV to be passed from a selected cell within a Quick View.

Apply User POV

This enables a Point of View to be passed between Quick Views.

Clear POV

This clears the POV for the selected Quick View.

For the following properties, see Manage Quick Views

  • Undo

  • Redo

  • Options

  • Refresh

General OneStream Right-Click Options

Calculate, Translate, Consolidate

If permitted, these calculations can be performed on the selected cell. These function the same as the icons in the Ribbon, but you have the choice to do Force operations and additional Logging.

Select Member

Select a Dimension Type from the drop down list in order to view the Members of that Dimension. Select a Member of the hierarchy, and the Member name will display in the selected cell.

Copy POV from Data Cell

This captures the Point of View of the currently selected cell. After clicking this option, the Paste POV As XFGetCell becomes available.

Paste POV as XFGetCell

This option is only available after clicking Copy POV From Data Cell. After clicking this option, OneStream converts the copied cell into an XFGetCell formula.

Convert to XFGetCells

This converts an existing Quick View into an XFGetCells.

Allocate

See Allocation.

Data Attachments

This opens the Data Attachments dialog so you can view existing comments or attachments on the selected cell, or to edit data attachments. See Data Attachments for Selected Cell/Data Unit.

Cell Detail

See Cell Detail.

Cell POV Information

This gives a detailed summary of the selected Members related to this intersection as well as the full Member Script used to get this value. All the major properties of these Members can be seen from this dialog.

Cell Status

This returns a long list of properties about a given cell.

Navigate

Enables you to launch a cube view or dashboard from Excel when configured. See Linked Cube Views and Linked Dashboards.

Drill Down

See Drill Down.

Spreading

This enables users to enter data into an aggregate Member, like an annual time period, and spread values over several columns or rows without having to type in each cell’s values. Select from the following options: 

  • Spread Selected Cells: See Spreading Types.

  • Flag Selected Cells: Flags selected cells so the original amount in the cell is retained during the spreading process.

  • Clear Flags: Select this to clear any flagged cells.