A Cube View in OneStream is a flexible reporting tool that allows users to view and analyze financial data across multiple dimensions (such as Account, Entity, Time, and Scenario). Users typically create Cube Views to build financial statements, management reports, or ad hoc analysis views.
Think of a Cube View like a customizable grid where you decide what appears in rows, columns, and filters (POV). Think of building a Cube View as designing a report: you first define the context (POV), then the structure (rows and columns), and finally the data (member filters).
The steps below will show you how to build a simple Cube View in OneStream.
Navigate to Cube Views
Go to Application > Cube Views.
Create New Cube View
Click the icon to create a new Cube View.
Define Properties
Enter a Name and Description for your Cube View then press save.
Set Point of View (POV)
Understanding POV (Point of View):
The POV acts like filters at the top of your report and defines the context of your data. For example, selecting Scenario (Actual vs Budget) or Time (Month/Year). Parameters in the POV allow end users to dynamically choose values when running the Cube View.
What is a Parameter in the POV?
A parameter is a prompt that allows the end user to choose a value when they run the Cube View.
Instead of hardcoding a specific member (e.g., a single Entity or Time period), you can set it as a parameter so the user can select it dynamically.
For example:
– Instead of fixing Entity = ‘USA’, you can create a parameter so the user selects the Entity at runtime
– Instead of fixing Time = ‘Jan 2026’, the user can choose the period they want to view
This makes your Cube View more flexible and reusable across different users and reporting needs.
Understanding Member Filters:
Member Filters define which members appear in your Cube View. Instead of manually selecting members, you can use dynamic filters such as Descendants to automatically include all relevant data. This keeps your Cube View flexible and easier to maintain.
Select key dimensions such as Cube, Entity, Scenario, and Time.
Set Cube View Properties
Set Cube View Properties by clicking the plus next to each heading.
Configure Rows and Columns:
Understanding Rows and Columns:
Rows determine what data is listed (e.g., accounts in a Balance Sheet), while columns define how the data is displayed (e.g., by time or entity). Together, they form the structure of your report.
Define the row structure and select account members (e.g., Balance Sheet). The rows can be configured either in the Designer or Advanced tab. You can also put a name description in the row.
Use Member Filters to dynamically pull data (e.g., BalanceSheet.Tree).
Define the column structure (e.g., Time or Entity). The columns can be configured either in the Designer or Advanced tab. You can also put a name description in the column.
Use Member Filters to dynamically pull data.
Review Layout
Validate the layout and preview the data grid.
Final Cube View
Choose values for prompts. Confirm the Cube View displays correctly for end users.
Tips & Common Mistakes
– Double-check POV selections before building rows/columns.
– Use Descendants filters for dynamic reporting.
– If data is missing, review suppression settings.
– Confirm security access to dimensions and members.