If you are in SpreadSheet (Desktop Application) and save as a File on Local Folder (with a Cube View rendered with data) there is nothing else needed. The data will be there if you email it to others for review.
If you are in the Excel Add-In you need to Save As, and Select save as Offline Copy. Otherwise the Add-in will consider it a live connection and try to connect and retrieve data from OneStream. Save as Offline Copy retains the data in the Excel file but also breaks the connection back to OS so save it as a different file name.
Hi Mike, I am aware of this functionality in the Excel Add-in but it only seems to work for me with the XFGetCell functions and not an actual quickview. When I try to save an offline copy of quickview and distribute it, I receive the #LOGON prompt as the user above described. Any tips on what I could be doing wrong?
