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BrittaniaH's avatar
BrittaniaH
New Contributor II
3 years ago

Excel Quick View

Hi Community, I am trying to refresh on a quick view sent from another user.  The file will not refresh though it looks like it is connected to the quick views.  I am sure I am missing a setting or...
Excel Add In
Henning's avatar
Henning
Icon for OneStream Employee rankOneStream Employee
3 years ago

Hi, are you also connected to OneStream in Excel? First you need to log in and then press the refresh button. If that does not work, check if you have the necessary security rights in OneStream to view the data that is to be displayed in the Quick View. If you have that, try to re-build the quick view yourself to check if you get access to the data that way. You may also check in with colleagues if they can refresh the same quick view, provided that they have the same security rights like you. Typically, the first two points are the decisive factor (log in & security).