What is "Smart View" in the context of OneStream?

The concept of "Smart View" in the context of OneStream primarily refers to an Excel-based tool designed for users to interact seamlessly with OneStream data. This functionality enables users to retrieve, analyze, and manipulate financial data directly within the familiar environment of Microsoft Excel. The integration allows for real-time data access, making it easier for users to create reports and perform various financial tasks while leveraging Excel's powerful features.

By using Smart View, users can take advantage of Excel's capabilities, such as formula creation, data visualization, and charting, while ensuring that the data they are working with is current and accurately reflects their OneStream environment. This approach enhances productivity and allows for more sophisticated financial analysis without needing to switch between different applications.

As a valuable tool for finance professionals, Smart View effectively bridges the gap between OneStream's robust data management capabilities and the user-friendly interface of Excel, thus enabling efficient financial reporting and analysis processes.