Create Journal Using File

  1. In the OneStream app, click the OnePlace tab.

  2. Click Workflow to expand.

  3. Click the existing Workflow Profile to change it if necessary.

    1. In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.

    2. Click the Scenario tab and make a selection.

    3. Click the Year tab and make a selection.

    4. Click OK.

  4. Expand the period tree, locate the time period, and click Journals.

  5. On the Journals toolbar, click Create Journal Using Excel (xlsx) or Comma Separated Values (csv) File.

  6. In the Open dialog, browse to the file and click Open.

  7. Under Journal Template, set properties as needed.

  8. Under Journal, set properties as needed.

  9. Under Point of View, set properties as needed.

  10. Click Save. The new journal is added to the Journals pane to the right of the journal properties section.