Forum Discussion

AndraEcxarcu's avatar
AndraEcxarcu
New Contributor II
2 years ago

Load FX rates through spreadsheet – Workflow time needed

Hello everyone!

I’m trying to set up an Excel spreadsheet to be used in a dashboard, for users to be able to insert their FX rates in the Workflow.

I’m using the XFSetFxRate formula, and it works when I hard code the time, for example ‘2020M1’. However, I need the time to be dynamic, to change based on the workflow.

Is there a way to bring the Workflow time in the XFSetFxRate formula? I tried WF and WFTime, but it doesn’t work.

Thanks!

Excel Add In
  • NicolasArgente's avatar
    NicolasArgente
    Valued Contributor
    2 years ago

    Hi AndraEcxarcu !
     I do not know how to do that using the WF Time easily. A simple workaround could be us a native excel dropdown list and point to the result of this drop down list in the XFSetFxRate Formula. That would make it dynamic and you could even add a formula that checks if the time selected is the current month.
    Thanks,
    Nic

  • AndraEcxarcu's avatar
    AndraEcxarcu
    New Contributor II
    2 years ago

    Hi NicolasArgente !

    Thank you for the reply. 

    Yes, this is one solution, initially I didn't want the user to have to select anything in terms of time 😞 But if there is no other workaround, I guess I'll have to do it this way. 

    Thanks!

  • Suryadhar1's avatar
    Suryadhar1
    New Contributor
    5 months ago

    Hi AndraEcxarcu

    Assign the Text1 Property of the Spreadsheet component WFTime to |WFTime| and save the file in the 'example.xfdoc.xlsx' format, which is utilized for extensibility documents. In the Excel spreadsheet, enter the time as |WFTime| in any desired cell. When this spreadsheet is accessed in the OneStream application, it will display the Workflow Time.

    Thanks,

    Surya