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NicolasArgente's avatar
NicolasArgente
Valued Contributor
3 years ago

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

How to customize the OneStream Excel Addin Ribbon.

 

 

  • 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.

 

Excel Add In

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  • aricgresko's avatar
    aricgresko
    Contributor III
    3 years ago

    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.

  • FlorisvdPoel's avatar
    FlorisvdPoel
    Contributor
    3 years ago

    This is very helpful! Wish we could do this in OneStream with the save and revert changes buttons ğŸ˜‚