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DmitriyTop's avatar
DmitriyTop
New Contributor II
7 months ago

Application Workflow Status Report

Is there a way to view application Workflow Status reports in excel rather than having to use a dashboard in the application that shows if an entity is certified/locked or not? Something that is easi...
Excel Add In
  • DanielWillis's avatar
    DanielWillis
    7 months ago

    There is a good chance the report you're trying to get into Excel is already utilising a Data Adapter and you don't even need to set one up. Alternatively there might be one set up but its not quite right for your need and you can copy and tweak. Do you know how to open up a Dashboard in design mode and investigate the components?

    Once you've got the data adapter set up you can look at getting it into Excel.

    It looks like there is more in the docs than last time i looked for table views: https://documentation.onestream.com/release_8.2/Content/Table%20Views/Table%20Views%20Spreadsheet%20Control.html

     

DmitriyTop's avatar
DmitriyTop
New Contributor II

Thanks Daniel, basically, I am trying to take an existing dashboard application report that is viewable in the application and retrieving the work status in excel. For example, the application report shows all entities and their workflow status. In this case, I want to be able to hit refresh in excel, in order to see what entities have not been certified or locked rather than going into the application. It's just to view data/workflow status so it sounds like the data adapter from excel is the route to go but I'm not even sure where to start with how to build something like that. More than interested in this mini project but just don't know how or where to start with Data Adapters. 

DanielWillis's avatar
DanielWillis
Valued Contributor
7 months ago

There is a good chance the report you're trying to get into Excel is already utilising a Data Adapter and you don't even need to set one up. Alternatively there might be one set up but its not quite right for your need and you can copy and tweak. Do you know how to open up a Dashboard in design mode and investigate the components?

Once you've got the data adapter set up you can look at getting it into Excel.

It looks like there is more in the docs than last time i looked for table views: https://documentation.onestream.com/release_8.2/Content/Table%20Views/Table%20Views%20Spreadsheet%20Control.html