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ChoolweJoe's avatar
ChoolweJoe
New Contributor
1 year ago

Create Excel Book

Hi,

I am trying to create a OneStream Book that contains data in Excel format instead of PDF from a dashboard component. Currently, the book uses a dashboard report component to generate a .xfDoc.pdfBook containing the data, which Parcel Service then attaches to a list of emails and dispatches in a zipped folder.

I attempted to create a book that retrieves the data from the same dashboard component but in .xfDoc.xlBook format. However, every time I run the Parcel Service to dispatch the file in Excel format, the Excel file is blank.

Could you please advise if there is a way to obtain the same data in the Excel attachment as we have in the PDF attachment?

Thank you

Books
dashboards
Reports

3 Replies

  • jbrem's avatar
    jbrem
    New Contributor III
    1 year ago

    I'm still pretty new to OS but so far anytime I have created a book that produced blank results it is somehow related to POV or not setting up my loops correctly to pass variables.  I also learned a hard way to make sure my loop variable has the dimension indicator (E#, A#, etc)

  • db_pdx's avatar
    db_pdx
    Valued Contributor
    1 year ago

    Hi ChoolweJoe: unfortunately .xlBooks cannot use dashboard report components. You are limited to just Excel Export items, meaning cube views.

    https://documentation.onestream.com/1375907/Content/Design%20and%20Reference/Presentation/Excel%20Export%20Item.html

  • AndreaVanPelt's avatar
    AndreaVanPelt
    New Contributor III
    6 months ago

    I also have not found a way to export in an excel file instead of a PDF.  I think there would be a lot more use cases if that were an option in a future version.