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alsathappan's avatar
alsathappan
New Contributor II
3 years ago
Solved

Excel grouping is disappearing in excel add in after the upgrade

We upgraded to 7.3.3 and noticed that grouping that are created in excel is disappearing when we refresh the quickview report in the excel add in.  If I refresh the report in spreadsheet application,...
Excel Add In
Reports
  • alsathappan's avatar
    alsathappan
    3 years ago

    Yes, reached out to support and it seems to be a defect.

    Here are couple of workarounds just in case if anyone else have the issue

    1) Highlight the data section of the quick view and "convert to XFGetCells" for the data section in the excel add in, then refresh the file, the row and column will keep group format.

    2) After creating the quick view in excel add in, create a new sheet and link to original QA.  Apply the necessary formatting and grouping the new sheet.

    Thanks

     

JackLacava's avatar
JackLacava
Icon for OneStream Employee rankOneStream Employee
3 years ago

Not sure, this is the sort of thing that should probably be discussed with Support. Did you open a case?

  • alsathappan's avatar
    alsathappan
    New Contributor II
    3 years ago

    Yes, reached out to support and it seems to be a defect.

    Here are couple of workarounds just in case if anyone else have the issue

    1) Highlight the data section of the quick view and "convert to XFGetCells" for the data section in the excel add in, then refresh the file, the row and column will keep group format.

    2) After creating the quick view in excel add in, create a new sheet and link to original QA.  Apply the necessary formatting and grouping the new sheet.

    Thanks