Forum Discussion

Markus_G's avatar
Markus_G
New Contributor
4 months ago

Quick View POV - to be user specific

Dear Community, 

I didnt find a good hint wihin the reference guide. So, I hope you can help me. 

I know a Quick View POV is always set to be the default, which is set in Onestream. 
Otherwise I see, that Account or time can´t be adjusted. It is always the same "starting quick view" which is visible. 
So, I wanted to know if there is a way to set the POV to be different per each user or user group. 

In example, if a finance user starts a quick view, he/she should initial see, what they want to see. 
Meanwhile an administrator should see something different, without the need of changing the POV. 

Do you know if it is possible to change the initial POV? Or is the initial one always the same?

Best Regards, 
Markus

Application Properties
User Interface
  • MG's avatar
    MG
    4 months ago

    Hi,

    When a user creates a Quick View, the POV is driven from their Cube POV which is, as you said, set in the Point of View Tab in OneStream. Every user can set their own Cube POV so it can differ between users. 

    I'm not sure if your question is more about the default behaviour when creating a Quick View, namely that rows will display the Accounts Dim and the columns will show the Time Dim. In this regard, you cannot change that behaviour when using the "Create Quick View button".   

    One solution could be to train the user's to create the quick view by typing the Dim Type Token  and Member name they want to see in the Rows and Columns and then highlighting these and clicking "Create Quick View" (See Below)

    More Details: Quick Views (onestream.com)

    Another solution I used when I was a Sys Admin was to create a series of Excel Documents for different user groups which had some key Cube Views and starting Quick Views that the users could use to begin their analysis. I found that these would help new OS users but once they got more comfortable with creating quick views, they moved on to creating ad-hoc quick views at the point they needed them. These were quite useful for new users as I could ensure the POVs were set sensibly for each Quick View so I knew they would be seeing relevant data when they first opened the file. 

    Please let me know if I've completely mis-understood the question. 

    Matt

     

     

  • MG's avatar
    MG
    Community Manager
    4 months ago

    Hi,

    When a user creates a Quick View, the POV is driven from their Cube POV which is, as you said, set in the Point of View Tab in OneStream. Every user can set their own Cube POV so it can differ between users. 

    I'm not sure if your question is more about the default behaviour when creating a Quick View, namely that rows will display the Accounts Dim and the columns will show the Time Dim. In this regard, you cannot change that behaviour when using the "Create Quick View button".   

    One solution could be to train the user's to create the quick view by typing the Dim Type Token  and Member name they want to see in the Rows and Columns and then highlighting these and clicking "Create Quick View" (See Below)

    More Details: Quick Views (onestream.com)

    Another solution I used when I was a Sys Admin was to create a series of Excel Documents for different user groups which had some key Cube Views and starting Quick Views that the users could use to begin their analysis. I found that these would help new OS users but once they got more comfortable with creating quick views, they moved on to creating ad-hoc quick views at the point they needed them. These were quite useful for new users as I could ensure the POVs were set sensibly for each Quick View so I knew they would be seeing relevant data when they first opened the file. 

    Please let me know if I've completely mis-understood the question. 

    Matt