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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...
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  • 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.

Henning's avatar
Henning
Valued Contributor II

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.

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

    Happens to everyone! Happy that I was able to help.