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OSAdmin's avatar
OSAdmin
Icon for OneStream Employee rankOneStream Employee
6 years ago

I'm trying to have all the CV's that are in the form profile referenced in the WF Profile open in Spreadsheet when I'm in the windows app.

Originally posted by Tiffany Ma

8/15/2018

I'm trying to have all the CV's that are in the form profile referenced in the WF Profile open in Spreadsheet when I'm in the windows app. To do this, I set all the form types in the group to Spreadsheet, as shown in the screen shot. Once I go to One Place to open the spreadsheet, nothing opens. Am I supposed to change anything else?

Excel Add In

1 Reply

  • OSAdmin's avatar
    OSAdmin
    Icon for OneStream Employee rankOneStream Employee
    6 years ago
    Originally posted by Sam Richards

    I think you will have to create the excel file and upload it to your second screenshot in the general section.
    You initially need to build an excel template with a live cube view connection. Save that template in the fileshare (by save, I do not mean save an offline copy, just a normal save), then attach the excel file to the spreadsheet form template. When the user accesses the spreadsheet form in OS, the form will open a live cube view in spreadsheet.