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Forum Discussion
NunoGarciaRamos
4 years agoNew Contributor
Addin - Separate Data tab to have Refresh and Submit in different tabs
Hello,
We are using the Excel - Addin and made some templates to work better with OneStream. It worked great, however we found that the users sometimes have the error of clicking "Submit Workbook"...
- 4 years ago
Hi Nuno,
You can create your own button and add it to the Onestream Tab. I just did a quick and dirty to show you. Create the macro for OneStream function first, then add the macro to the OneStream tab. See print screens below. I tested it and it works for me. I hope you get this to work. It's a nice feature that can be useful sometimes when end-users use a lot of Exel 🙂
1. Create the Macro - To refresh the Active Worksheet
2. Add it to the OneStream tab - Under Options and then Customize Ribbon
First create a New Group and then Rename it to the name you want (in my case Customized). Then add the macro under your new group and save it.
3. The result- Clicking on the new button will refresh the active worksheet
Here are the other macro syntaxes:
From 6.6.0: triggering data submission of XFSetCells with an Excel macro is now possible. The new VBA function is 'SubmitSetXFFuntions'.
Peter
aricgresko
4 years agoContributor III
A far less technical option compared to Peter's reply would be to consider training user's to have "Refresh Sheet" as an icon on the QAT (quick access toolbar)? I personally have my Refresh Sheet icon in the first position on the QAT so I can hotkey "alt 1" to refresh. Then if they need to Submit Sheet/Workbook, they would click the button.
It could drive the mindset of Refresh = keyboard hotkeys and Submit = click button.
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