OneStream Excel AddIn 8.5

OneStream Excel Add-in by OneStream Software

The OneStream Excel Add-in is a Microsoft Excel extension that connects Excel directly to the OneStream Intelligent Finance Platform. It lets finance and business users retrieve, analyze, and write back data using the familiar Excel interface while enforcing OneStream’s security, workflow, and data governance. With quick access to Cube Views, ad hoc analysis, and guided forms, users can build financial reports, perform variance analysis, submit plans and forecasts, and drill into details without leaving Excel.

Key capabilities:

• Live connection to OneStream applications for real-time data retrieval and refresh
• Ad hoc analysis with point-of-view selectors, dynamic member filters, and pivot-style exploration
• Access to Cube Views and Quick Views for fast report creation and analysis
• Secure data entry, spreading, and submission aligned to workflow and user permissions
• Drill-down and drill-back to supporting detail where enabled, improving transparency and auditability
• Cell annotations, comments, and attachments to capture context alongside numbers
• Reusable templates for standardized financial statements and management reports
• Centralized security and auditing managed in OneStream to maintain control and compliance

The add-in is designed for organizations using OneStream for consolidation, planning, reporting, and analytics, helping teams increase productivity and accuracy by working in a tool they already know. Compatibility depends on your OneStream platform version and supported Microsoft Excel for Windows editions.

OneStream Excel AddIn is developed by OneStream Software. The most popular versions of this product among our users are: 7.2, 7.3, 7.4, 8.4 and 8.5. The name of the program executable file is OneStreamDesktop.exe.