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Sridhar_M's avatar
Sridhar_M
Contributor
2 years ago
Solved

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
Icon for OneStream Employee rankOneStream Employee
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: https://www.linkedin.com/in/sridhar-mannava-b32a09123/ 

      • jwagner's avatar
        jwagner
        New Contributor III
        1 year ago

        Hi Sridhar, would you be able to share a code snippet of how you were able to use Vb.Net to export a data table into excel?  I assume you used a business rule.