cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Help

Excel Addin TIP: To customize your OneStream Ribbon - Separate button Save Worksheet and Refresh

NicolasArgente
Contributor III

‎02-10-2023 06:33 AM - edited ‎02-10-2023 06:34 AM

How to customize the OneStream Excel Addin Ribbon.

NicolasArgente_0-1676028742070.png

 

 

  • In Excel, go to File > Options
  • Select Customize Ribbon
  • Select Main
  • Select the OneStream Tab on the left – that is the source of all the buttons
  • Select the Onestream Ribbon on the right – that is your target customization
  • Move the buttons you need from left to right. You can create groups for your menu too.

 

If you want to separate the Save and Refresh, you first need to Remove it and then recreate it. Like shown in the screen above. You can then create a ribbon like below where I separated the Data Refresh vs Data Save. Unfortunately each user has to do that.

NicolasArgente_1-1676028742071.png

 

Labels:
2 REPLIES 2

JackLacava
Community Manager
Community Manager

‎02-10-2023 09:48 AM

Thanks Nicolas, great tip!

0 Kudos

aricgresko
Contributor II

‎02-10-2023 10:53 AM

This is awesome! I also like to put the Refresh Sheet button on the Quick Access Toolbar in the first position to ALT + 1 to refresh the sheet.

Please sign in! NicolasArgente