What is the primary purpose of OneStream's Smart View?

The primary purpose of OneStream's Smart View is to enable users to access data directly within Excel. This integration is crucial for users who are familiar with Excel and prefer its interface for data manipulation and reporting. By allowing seamless access to OneStream data within the Excel environment, Smart View helps users leverage their existing skills while enhancing their productivity.

It provides a convenient way to work with financial data without having to navigate through different applications. This functionality streamlines reporting processes, allows for easy data analysis, and supports ad-hoc queries, making it an essential tool for users who require flexibility and efficiency in their financial reporting tasks.

Other options, while potentially relevant in different contexts, do not align with the primary function of Smart View. For example, project management and customer relations involve different software tools and methodologies, while financial risk analysis typically requires distinct analytical services rather than direct data access.