Forum Discussion

CarmenBrower's avatar
CarmenBrower
New Contributor II
4 years ago

Is it possible to load data via excel with an XF formula?

I am knew to the OneStream Software. Is there a way to load data outside of a form, and not through workflow? Meaning, is there an xf formula that can be used in excel that will write to a specific d...
Excel Add In
PeterFu's avatar
PeterFu
Contributor II
4 years ago

Hi Carmen,

 

Yes, OneStream has a XFSetCell formula. See print screen below.

 

 

Peter

  • ChristianW's avatar
    ChristianW
    Icon for OneStream Employee rankOneStream Employee
    4 years ago

    Peter is correct, you can load via excel functions to OneStream, but it will load to o#forms and not to o#import.

    If you need to load to o#import, then you need to use WF and the excel load capabilities.

  • CarmenBrower's avatar
    CarmenBrower
    New Contributor II
    4 years ago

    Thanks Peter. Is there a a formula builder on the OneStream XF addin ribbon? (other tools I've worked with have a formula builder displaying all the XF functions that are available. 

    • PeterFu's avatar
      PeterFu
      Contributor II
      4 years ago

      Hi Carmen,

       

      OneStream has a MarketPlace Solution called, Admin Solution Tools. That one contains a Member Formula Builder. See print screen below.

       

       

      Peter

    • PeterFu's avatar
      PeterFu
      Contributor II
      4 years ago

      Hi Carmen,

       

      Sorry, I read too quick, I gave you a solution inside of Onestream. However, you will find list of the different Onestream functions in Excel. You get the window with all the fields that you can see in print screen I posted earlier. 

       

      Peter