Question: When extracting stage data into Excel, do I need to build a security layer?
Answer:
OneStream would respect the defined security model (entity/workflow access). If the stage data is loaded via a central workflow, potentially you would need to develop a method to control who can see sub-sections of the data.
In a dashboard this could be achieved using buttons which are shown/hidden based on the user running the dashboard. We are unsure if this would work directly in excel.