 | 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. |
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QuickTips Videos
In this QuickTips Intermediate video we will demonstrate how to name Data Adapters and how to update the Table Connections to display their Components.
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...
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, ...
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...
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...
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...
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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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...
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...
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...
This QuickTips video explores ESG in OneStream, focusing on importing Excel templates.
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