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OneStream Excel Add-in

OneStream Quick View

Did you know that OneStream offers an Excel add-in that delivers the ultimate ad-hoc analysis and reporting solution? Did you also know with this powerful OneStream feature, one Excel sheet can contain multiple Cube Views, Quick Views, Retrieves or financial formulas that don't get blown away when data refreshes?

OneStream Quick View Excel add-in allows users to

  • Answer any question in seconds with powerful ad-hoc drag, drop and pivot Excel analytics
  • Financial Models in Excel retain calculations and styling even when refreshed
  • Include multiple XF Cube Views, Quick Views and Retrieves in the same Excel sheet
  • Shared user experience between web and Excel for POV and drill down
  • Familiar Excel Retrieves can be created from any Cube View or Quick View with one click
  • Safely edit, update and analyze data as Excel respects workflow and security.

MindStream Analytics, a OneStream Diamon Partner, has developed a unique methodology and approach to help you implement OneStream XF efficiently using best practices for financial planning, reporting, and analysis. We focus on delivering value:

  • We are experienced Corporate Performance Management (CPM) experts who provide leadership and best practices to guide your implementation
  • Our consultants combine strong finance experience with hands-on product knowledge and are recommended by OneStream
  • Our projects are managed properly to be on time and on budget
  • As a SOC-certified company, we ensure strict data controls and project governance.

OneStreamXF unifies and simplifies financial consolidation, reporting, planning, budgeting, and operational analytics and eliminates the need to learn, integrate and maintain multiple modules or applications...both on-premise or in the cloud.

Tags: Business Intelligence Enterprise Performance Management Profitability Analysis

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Contact MindStream Analytics

Download our OneStream XF Quick View Guide and learn more about features and functionality of OneStream's Excel add-in solution. Fill out the form below:


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Partner SpotLight

OneStream Diamond Partner

OneStream CPM

OneStream aligns to your business needs and changes more quickly and easily than any other product by offering one platform and one model for all financial CPM solutions. OneStream employs Guided Workflows, validations and flexible mapping to deliver data quality confidence for all collections and analysis while reducing risk throughout the entire auditable financial process.

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