OneStream Excel Enhancement Requests
Hello,
Our Organization is currently going through a Planning implementation of OneStream. We have provided a list of enhancement requests to OneStream that we feel would significantly improve the...
Forum Discussion
Hi - #2 and #4 are able to be done. #2 is in preferences and # 4 you can change in the application. see screenshots.
#2 - change data/primary style to comma or anything from the list.
#4 change Cube POV to your preference.
Thanks for posting KWOLF. Appreciate your response. Responses to your feedback below.
1. Response to #2 enhancement request. We are aware of the ability to add formatting in the quick view properties; however it is extremely limited and definitely a step back from our current Hyperion application. With Hyperion users have the ability to format for each specific cell; where as OneStream will immediately remove the applied formatting to a cell once it is refreshed.
2. In response to the #4 enhancement request. Yes, the cube POV does act as the default POV when creating a quick view as shown in your screen shot; however if you look at screen shot #1 below, you will see the POV in a light gray coloring. If the users send the report as is to another user and the user refreshes the sheet. The retrieve will completely reference the other users cube POV thus changing the data being referenced. In order to prevent this a user needs to type in the Dimension of each value in the POV in order for it to "Hardcode" for the user they are sending it to. This is a tedious task that does take some time to avoid changes in data when sending reports to other users.
#1
#2
To help save time "hardcoding" the POV before sharing a Quick View, right click and do the following steps, which hardcodes the Cube POV for the Quick View for all dimensions. Can be a good practice to do this when initially setting up the Quick View if you share them frequently.
We just discovered this capability, but I wish it was on the OneStream panel on the right or on the ribbon at the top and not buried in menus. Almost everything in this menu has a shortcut, except Apply User POV and Clear POV.
I understand the struggle with #4 - we use a template as a workaround. Meaning we walk users through setting up a QV in training where each dimension is defined as a starting point and then save that file as a template (.xltx) so it can be used as a starting point going forward without having to type in/select every dimension again. We also have our own generic one as admins that I can send out to users as their starting point as needed. Hopefully that helps in the meantime.
-Nicole
Using the Data Style in preferences does not retain Excel formatting. What if - within a quick view- a user wanted percentages in one column but decimal places (with no % indicator) in an adjacent column? Currently that is not possible. Retaining excel formatting would achieve this.
Yes! Please and thank you. I highly dislike the all encompassing Data Style option.
