Cube Views

Cube View Fundamentals

Cube Views are pre-defined, reusable report layouts that query cube data through a fixed combination of POV dimensions, rows, and columns. They serve as the primary reporting and data-entry surface in OneStream — distinct from Quick Views (ad-hoc analysis) and dashboards (interactive UI containers). This guide covers the fundamental concepts, object hierarchy, and rendering locations.

Cube Views vs Quick Views vs Dashboards

Each surface serves a different purpose. Choose based on who needs the report, how structured it should be, and how it will be consumed.
CriteriaQuick ViewCube ViewDashboard
PurposeAd-hoc, one-off analysisPre-formatted, sharable reports and data entryInteractive applications with multiple components
Row/Column complexityOne row dimension, one column dimensionMultiple row and column dimensions, nested expansionsN/A (hosts CubeView or BI Viewer components)
FormattingMinimal — default gridFull control — headers, conditional formatting, suppressionComponent-level styling
CalculationsNoneGetDataCell, CVC/CVR math, dynamic member formulasVia hosted CubeView or Business Rules
Data entryYes (simple)Yes (full control with security, formulas, suppression)Yes (via CubeView components or custom forms)
SharingUser-specificShared via Groups and ProfilesShared via Maintenance Units
RenderingData Explorer onlyData Explorer, Report view, Excel/SpreadsheetDashboard Viewer
Best forQuick answers, ad-hoc drill-downStandardized reports, formatted output, controlled inputMulti-component applications, interactive workflows
💡Tip
Use Quick Views when you need a fast answer. Use Cube Views when the report needs to be reused, shared, formatted, or used for controlled data entry. Use dashboards when you need an interactive application with multiple components working together.

Object Hierarchy

Cube Views are organized in a two-level hierarchy that controls organization and visibility.
diagramCube View Object Hierarchy

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Cube View Groups

A Cube View Group is a container for related Cube Views. Each group has:
  • Name — Unique identifier
  • Description — Purpose of the group
  • AccessGroup — Controls which users can see and use the Cube Views in the group
  • MaintenanceGroup — Controls which users can modify the Cube Views in the group
Groups are the primary unit of security. A user who does not belong to the AccessGroup cannot see any Cube Views in that group.

Cube View Profiles

A Cube View Profile controls which groups (and therefore which Cube Views) are visible in specific contexts. Its Visibility targets are OnePlace, Dashboards, Excel, Forms, and Workflow:
  • OnePlace — Whether the Cube Views appear in the reporting tree
  • Dashboards — Whether the groups are available to dashboard components
  • Excel/Spreadsheet add-in — Whether the Cube Views appear in the CubeView Connection dialog
  • Forms / Workflow — Whether the Cube Views are available in Forms and Workflow contexts
Profiles reference one or more groups. A single group can appear in multiple profiles. (The Cube Views page in the Application tab always lists every group regardless of a profile's visibility setting.)

The POV Bar

Every Cube View has a Point of View (POV) that defines the fixed dimension context for the report. The POV bar appears at the top of the Cube View and shows the current selection for each dimension.

Cube View POV vs Cube POV

  • Cube View POV — The dimension members set in the Cube View definition. These are the starting selections when the report opens.
  • Cube POV — The user's own point of view in the POV pane, selected at runtime. Where the Cube View POV inherits from the user's Cube POV, the member shows in gray; an explicit override in the definition shows in black.
The POV contains all dimensions that are not placed in rows or columns. For example, if Account is in rows and Time is in columns, then Entity, Scenario, Consolidation, and any custom dimensions remain in the POV bar.

What Goes in the POV

The POV holds every dimension you do not place in the Rows and Columns section of the designer. There is no slider that "moves" dimensions in and out of the POV — a dimension leaves the POV only when you add it to rows or columns, and returns to the POV when you remove it. (In the designer, "slider" refers to the collapsible section panels, e.g. the POV panel and the Rows and Columns panel.)
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Members placed in the POV are fixed for the entire report — one member per dimension. Members placed in rows or columns expand to show multiple members. This is the fundamental distinction: POV filters, rows/columns expand.

Rendering Locations

Cube Views can be rendered in three contexts, each with different capabilities:
ContextDescriptionData EntryFormattingLinked Views
Data ExplorerInteractive grid in the OneStream clientYesPartial (no report headers/footers)Yes
Report ViewPDF-style rendered outputNoFull (headers, footers, page breaks)No
Excel/SpreadsheetRendered in the Excel or Spreadsheet add-inYesExcel-native formattingLimited
  • Data Explorer is the most common context for day-to-day work — users interact with the grid, enter data, drill down via linked views, and toggle suppression.
  • Report View is used for formatted output — CubeView Extender rules can add dynamic headers, logos, and page numbering.
  • Excel/Spreadsheet renders the Cube View in a familiar spreadsheet environment and supports the Retain Formulas feature for preserving Excel formulas during data submission.