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QuickTips Welcome
 | QuickTips are concise, expert-led walkthroughs designed to guide users through specific tasks within the OneStream platform. Each video focuses on a targeted action and demonstrates step-by-step instructions using real application screens and scenarios. QuickTips empowers users to work smarter, solve problems faster, and unlock the full potential of OneStream. Browse the catalog of QuickTips videos below, post your questions and feedback in the comments section for each video, and subscribe to this space to receive updates when new QuickTips are released. |
QuickTips Videos
This QuickTips Fundamentals video will walk you through the steps to create an entity dimension and an entity dimension member.
4 months ago
This QuickTips Fundamentals video will walk you through the steps to create an account dimension and an account dimension member.
4 months ago
This QuickTips Fundamentals video will walk you through the steps to create a scenario dimension and a scenario dimension member.
4 months ago
In this QuickTips Intermediate video we will demonstrate how to use text fields to display reports, how to filter items in “Grid View”, and how the “Member Filter Builder” operates.
4 months ago
In this QuickTips Intermediate video we will take a deeper look into “Reports” and “If Statements” while also learning more about the “Member Script Builder” and “Object Lookup."
5 months ago
In this QuickTips Intermediate video we will demonstrate how to open an existing report book, how loops operate, and some of the basic controls within the “Books” window.
5 months ago
In this QuickTips Fundamentals video you will see how to automatically run a data management sequence when a user saves a Form in the Workflow. This will require the use of a Forms Event Handler...
5 months ago
In this QuickTips Fundamentals video we will demonstrate how to apply logic to a Forms Event Handler Rule so that it triggers only when a specific form is saved.
6 months ago
In this QuickTips Intermediate video we will demonstrate how to filter data using the Filter Editor and drilling down into charts.
6 months ago
In this QuickTips Intermediate video we will demonstrate how to add Calculated Fields and how to group data based on it’s name.
6 months ago
In this QuickTips Intermediate video we will demonstrate how to name Data Adapters and how to update the Table Connections to display their Components.
6 months ago
In this QuickTips Intermediate video, we're going to explore Forms within the OneStream platform. We'll learn how to create a Form with a pop-up menu and how to add selected entities to that men...
7 months ago
In this QuickTips Intermediate two-part series, we're going to explore Confirmation Rules within the OneStream platform. In this second part, we’ll continue to break down the Confirmation Rule, ...
7 months ago
In this QuickTips Intermediate two-part series, we're going to explore Confirmation Rules within the OneStream platform. In this first part we’ll show how the Confirmation Rule works and how to imple...
7 months ago
This QuickTips Intermediate video explores how to move data between Cubes within the OneStream platform. Learn how to create a Data Management Group, create a new Export Step and Data Management...
7 months ago
This QuickTips Fundamentals video explores how to create a Custom Time Dimension in the OneStream application. Learn how to go beyond the default Time Dimension by creating, editing, and implementing...
7 months ago
This QuickTips video explores how to use Row and Column Suppression in Cube Views. Learn how to apply row and column suppression, insert suppressed members, and modify the suppression properties.
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8 months ago
This QuickTips video explores how to use Row and Column Suppression in Cube Views. Learn how to apply row and column suppression, insert suppressed members, and modify the suppression properties...
8 months ago
This QuickTips video explores how to get a Multi-Cube Application to roll up into a Top-Level Cube. Learn how to add relationships to specific Members, remove relationships, clone Members, and c...
8 months ago
This QuickTips video explores ESG in OneStream, focusing on Materiality in Frameworks. Learn how to designate a KPI as Material or Not Material, sort your KPIs by Materiality, and filter Framewo...
8 months agoAbout QuickTips
