Forum Discussion

Sridhar_M's avatar
Sridhar_M
Contributor
2 years ago

Is it possible to use spreadsheet component (Table View in it) in the Book ?

Hi All,  I create a spreadsheet business rule to refresh the data from external table using Table Views, now our users wants to drop these files into OneStream file share on daily basis so external...
Dashboards
Excel Add In
Extensible Documents
Reports
  • JackLacava's avatar
    JackLacava
    2 years ago

    There are 3 approaches I am aware of, via standard Data Management features:

    • Build your view as a Grid View powered by a Data Adapter, put it in a Dashboard, then use a DM Step of type "Export Report" pointing to the dashboard.
    • Use a DM Step of type "Export File", and configure your Excel file with Extensible Document features. The job has an option to process them.
    • Use a DM Step of type "Execute Business Rule", and just produce an Excel file in code.

    Then you can probably use Parcel Service to send out the resulting output, but I'm not very familiar with it myself.

JackLacava's avatar
JackLacava
Honored Contributor
2 years ago

There are 3 approaches I am aware of, via standard Data Management features:

  • Build your view as a Grid View powered by a Data Adapter, put it in a Dashboard, then use a DM Step of type "Export Report" pointing to the dashboard.
  • Use a DM Step of type "Export File", and configure your Excel file with Extensible Document features. The job has an option to process them.
  • Use a DM Step of type "Execute Business Rule", and just produce an Excel file in code.

Then you can probably use Parcel Service to send out the resulting output, but I'm not very familiar with it myself.

  • Sridhar_M's avatar
    Sridhar_M
    Contributor
    2 years ago

    Thank you JackLacava for providing those details. 

    I tried all 3 steps, 2nd and 3rd is working. But for the 1st step if I try to export using DM step with SQL Table Editor/Grid View components with in dashboard, it is just exporting empty file with out data. 

    Thank you. 

    Sridhar 

    • MarkBird's avatar
      MarkBird
      Contributor III
      2 years ago

      Hi Sridhar 

      We're having a similar issue. Did you manage to resolve this?

      Regards,

      Mark

      • Sridhar_M's avatar
        Sridhar_M
        Contributor
        2 years ago

        Hi MarkBird 

        None of the existing dashboard components worked for me, so I created an Extender Business Rule and used BR Apis to create data tables and VB.Net code to export it to excel and drop it to file share. Please let me know if you have any further questions, I am happy to answer. 

        Regards

        Sridhar 

        LinkedIn: Sridhar