In the first installment of this guide, we discussed how OneStream users can uninstall their old add-in, install the correct version of the add-in, and ensure that the add-in was enabled within Excel. Next, now that the correct version of the add-in installed and enabled, the next step will be to log in and connect […]
Phil Kaplanis
Phil Kaplanis is a technical consultant with notable experience in consolidation and planning cloud applications. His OneStream background includes dimensional hierarchies, data input, data quality, data visualization, error troubleshooting, financial reporting, and Task Manager. Phil’s results-oriented approach has led to multiple successful finance and accounting projects.
Blogs from this Author
How to Setup the OneStream Excel Add-In and Get Started Using its Features: Part 1
One of the most common questions asked for new OneStream users is “How can I setup and use the OneStream Excel Add-In?” This two-part guide will serve as a resource that OneStream users can utilize to quickly install, log in, and benefit from the handy features within the OneStream Excel Add-In. The OneStream Excel Add-In […]
Using Overrides to Fix a Cube View GetDataCell Collison
Cube views provide a powerful and dynamic way to query data within OneStream. Cube views are setup by selecting dimension members on a cube view’s POV, rows, and columns to govern how data will be displayed to the user when a cube view is executed. Users can view data in a variety of formats for […]
Embracing a User Guided Experience with OneStream Task Manager
OneStream’s Financial Task Management (UTM) solution is a web-based platform that provides customers with a central location for managing period closing activities for their entire organization. Task Manager is made up of activities called “Tasks.” These tasks can include all standard monthly, quarterly, and yearly financial reporting tasks that have been identified by an organization’s […]