Quick View POV

View the available dimensions. Time and Account are used by default, but can be moved and replaced with other dimensions.

Button

Description

Select Member

Click Select Member in the Quick View POV to select a dimension member.

Filter

Click filter to launch the Member Filter Builder and query several Dimension Members at once.  Click Apply in the Member Filter Builder to see the results prior to closing the Builder dialog.  See Member Filters in Cubes for more details on Member Filters and how to use the Member Filter Builder.

Column Dimensions

The dimensions for the column view are defined and you can drag and drop from the Quick View POV or Row Dimensions.

Row Dimensions

The dimensions in the row view are defined and you can drag and drop from the Quick View POV or Column Dimensions.

Create Quick View

When the window opens, you can enter a name or select the default. Refers To is where the quick view shows in the Excel sheet. You can insert or delete rows or columns so when it’s created, existing fields aren’t overwritten.

 

Rebuild Quick View

This will Rebuild a Quick View when using the Type in feature of Quick View. When additional Members are added to or extended past the range of the existing Quick View, highlighting those news fields along with selecting the button will rebuild the Quick View and add the new Members and data accordingly.

 

Rename Selected Quick View

Select a Quick View and choose this icon to delete it.

Delete Selected Quick View

Select a Quick View and choose this icon to delete it.

 

Edit Quick View Options

The following properties appear once the icon is selected.

Insert Or Delete Rows/ Columns When Resizing Cube View
This will move existing data either by row or column, so when the new Quick View is created, it does not overwrite the existing fields.  Settings are True or False.

Maximum Number of Rows/Columns
Data Set Returned for Quick View
Based on the data set return, a spreadsheet can potentially go beyond what the default settings are in Quick View Options.  If there is more data than expected, modify the settings to increase the volume of data the Excel add-in will return.  If exceeded, it will display: Maximum Columns Exceeded or Maximum Rows Exceeded.

Row Header/Columns Header Text Types
This will label the Quick View columns and rows with the chosen option.

Name
This will use the name given to the Column or Row Dimension.

Description
This will use the description given to the Column or Row Dimension.

Name and Description
This will use the name and description given to the Column or Row Dimension.

Short Description
This will use the short description given to the Column or Rown Dimension.

Suppress Repeating Member Names
If set to True, this will only display repeating Members once, if set to False, it will display the same Member multiple times. For example, if this was set to False and the None Member was being used, it would display in each row.

Primary, Upper Left, Row Header, Column Header Styles
See Style Types.

Data Style
This is where the data style is set for the values in a Quick View. Choose any of the default Excel versions, or create a custom version through Excel and attach it here.  For more information on Styles, see Style Types.

Suppress Invalid Rows/Columns
This will suppress any cells with invalid data.  Settings are True or False.

Suppress NoData Rows/Columns
This will suppress any cells without data.  Settings are True or False.

Suppress Zero Rows/Columns
This will suppress any cells with zeroes.  Settings are True or False.

Use Suppression Settings on Parent Rows/Parent Columns
If set to True, the previous suppression settings will be used on Parent Rows and Columns.

Zero Suppression Threshold
Enter a value to suppress all numbers below it and recognize them as Zeroes for rounding purposes.  (e.g., entering 499.99 will result in every number lower than that value to be recognized as zero and therefore suppressed.)

 

Refresh Quick View

This icon will refresh the data set.

 

Undo Changes and Revert to Prior Quick View Settings

Clicking on this icon will undo any changes not wanted.  OneStream will remember up to 100 previous actions

 

Redo Quick View Settings

This will redo deleted changes.

Select Member

This icon can be used to Search for Members within a Dimension Type and Dimension.  This allows the resulting Members to be displayed in the Hierarchy and multi-selected Members can be added to a Quick View. See more details below on the use of this button within Quick Views

Keep Only

This icon will clear everything except the selected items.

Tip: Use the control key to keep more than one item.

Remove Only


This icon will clear only the selected items.

 

Next Level

This icon has the same function as double-clicking on a row.  It will go down to the next level.

All Tops

This icon will go back to the Tops of the Dimensions.

 

Parents


This icon will go to the Parent of the Children selected.

 

Children


This icon will go to the immediate Children under the Parent.

 

Base

This icon will go to the Base of the particular branch.