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Vincent's avatar
Vincent
New Contributor III
2 years ago

Duplicate QuickView on another sheet

Hello,

I have parameter a specific POV on an Excel sheet and want to duplicate it on another Excel sheet.

The QuickView Option to duplicate is only available in the same sheet.

I tried to copy the file and then move the sheet to the previous file but it doesn't work.

Is there a solution? Maybe to copy the POV to make it applied in the new one?

(I know I can parameter the default POV to initialise it via the OS app but I need to keep the POV in 'black' to fix it whatever the POV initially parameter)

Thank you

Excel Add In
  • Vincent's avatar
    Vincent
    2 years ago

    I found the solution to keep in black :

    By a right click on the quick view : OneStreamXF --> Copy POV from DataCell

    Then on the new sheet I create a new quickview and then right click : OneStream XF --> Quick View --> Paste POV

  • Henning's avatar
    Henning
    2 years ago

    Hi Vincent, not sure if you really mean "sheet" or "workbook"? Also, I think I may be misunderstanding your issue. So I'm just adding this comment for future reference of other people looking at this post and for completeness' sake (given the title "Duplicate QuickView on another sheet"). You can copy a Quick View from one Sheet to the next like this:

     

    Right-click on the existing Quick View you wish to copy --> OneStream --> Quick View --> Create Copy of Selected Quick View

    Then in the Create Quick View window you change the name of the open sheet to the sheet you wish to copy your Quick View to. In my example I changed it from Sheet1 to Sheet2.

    Press ok and you should see a copy of your Quick View on Sheet2.

  • Vincent's avatar
    Vincent
    New Contributor III
    2 years ago

    I found the solution to keep in black :

    By a right click on the quick view : OneStreamXF --> Copy POV from DataCell

    Then on the new sheet I create a new quickview and then right click : OneStream XF --> Quick View --> Paste POV

  • Henning's avatar
    Henning
    Valued Contributor II
    2 years ago

    Hi Vincent, not sure if you really mean "sheet" or "workbook"? Also, I think I may be misunderstanding your issue. So I'm just adding this comment for future reference of other people looking at this post and for completeness' sake (given the title "Duplicate QuickView on another sheet"). You can copy a Quick View from one Sheet to the next like this:

     

    Right-click on the existing Quick View you wish to copy --> OneStream --> Quick View --> Create Copy of Selected Quick View

    Then in the Create Quick View window you change the name of the open sheet to the sheet you wish to copy your Quick View to. In my example I changed it from Sheet1 to Sheet2.

    Press ok and you should see a copy of your Quick View on Sheet2.

    • Vincent's avatar
      Vincent
      New Contributor III
      2 years ago

      You're right, how did I missed this feature??? Is it a new feature to choose the sheet? I remember only the cell option.

      Best option should be to have the possibility to keep connection when we copy/paste a sheet.

      • aricgresko's avatar
        aricgresko
        Contributor III
        2 years ago

        Adding one piece to Henning's post, if you're copying QV's between sheets, make sure you have the destination sheet created before trying to copy the QV.