Illustrated above, users can customize their view in OneStream dashboard grids. The default view was a simple list of rows.
Modifications:
- The rows have been sorted by the column, Currency.
- The rows have been filtered by columns Currency, Rate Type and Fiscal Period (similar to Excel auto filter)
- One column was removed from the grid using the control button above Grouped by:
- The Grid layout was changed to group Rate Types under each Period. (This was accomplished by dragging two column headers to the Blue bar beside Grouped by:)