Forum Discussion

JennyTan's avatar
JennyTan
New Contributor III
20 days ago
Solved

Genesis when in client - Taskbar excel etc

Below is a screenshot of how the genesis dashboard look like when it is used inside the client.

The report on the left is the source cv and report on the right is the drill down details when a cell is clicked on the left.  You can see that there is no taskbar for excel download etc in the left report, even though I have set cv default header to be visible.

Both the left and right reports, I am using cv advanced embedded, but the left one is the one with user action "refresh" with click.

I used the source cv of the left report as content cv with comments in another page and there is taskbar for excel download.  The only difference between the two of them is content block type and user action.

I checked the user guide for cv with advanced embedded, there is nothing written that when user action is selected, the taskbar for excel download etc will be gone within client.

How do I get the taskbar for excel etc to appear when using genesis within the client?

dashboards
Reports
  • JSlone's avatar
    JSlone
    17 days ago

    Hello,

    The best way to achieve this is directly from the block rather than from the Genesis Solution Workspace. In the Cube View Advanced Block, under Cube View Settings, there is a property called Default Header which controls the Cube View header.

     By default, this is set to Hidden which hides the toolbar you want to display. Set this Visible to display the default header.

    NOTE: Please ensure you are using the latest version of the Cube View Advanced Block. 

4 Replies

  • JennyTan's avatar
    JennyTan
    New Contributor III
    20 days ago

    Thanks to another user, he found out why the taskbar is not appearing.  Genesis creates the cv component automatically and the cv component for refresh does not have "show header" set as TRUE.

     

    • JSlone's avatar
      JSlone
      Icon for OneStream Employee rankOneStream Employee
      17 days ago

      Please see my response below. This can be done from the block itself, it does not require you to modify the Genesis Solution Workspace as that may cause other issues in the future.

      • JennyTan's avatar
        JennyTan
        New Contributor III
        17 days ago

        Hi, What you suggested did not work.   I tried to unhide several times and still the taskbar did not appear.  From your comment in another thread, this seem like a bug.

  • JSlone's avatar
    JSlone
    Icon for OneStream Employee rankOneStream Employee
    17 days ago

    Hello,

    The best way to achieve this is directly from the block rather than from the Genesis Solution Workspace. In the Cube View Advanced Block, under Cube View Settings, there is a property called Default Header which controls the Cube View header.

     By default, this is set to Hidden which hides the toolbar you want to display. Set this Visible to display the default header.

    NOTE: Please ensure you are using the latest version of the Cube View Advanced Block.