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CAIGuySeanF's avatar
CAIGuySeanF
Contributor
4 years ago
Solved

Reporting - Books - File (xfDoc)

Hello, 

I would like to create a report book that includes several cube views and an xfdoc (ppt cover page).

I added the xfdoc as an application database file and pointed it to the working URL.  However, when I run the report book I get a blank page.  I can't figure out how to get it to render the File (xfDoc).  It does render all the cube views as expected.  And I confirmed that my standalone xfdoc is working as well.

 

Thanks,

Sean

Report Book - Add File (XfDoc)Report Book Preview - BlankStand Alone Xfdoc - generating fine

 

Reports
  • Kelly_Reed's avatar
    Kelly_Reed
    4 years ago

    Hi Sean,

     

    I did some further testing this morning and found you can use '.docx' files and they will work for PDF books. With this being the case, I'd actually recommend using the "Text Editor" page in OneStream. You can utilize dynamic parameters that will present the current date (e.g. '|WFTime|' will return '2022M5'). Below I created a quick example of this. You can see the dynamic parameters pulling in my Workflow time. I just saved this file to the File Explorer with the same '.xfdoc.docx' naming convention and added it to my book as the first file.

     

    Let me know if you have any trouble with this or have any further questions!

12 Replies

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

    Hi Sean,

     

    I think the issue is the book is a PDF book. Therefore, it's only going to return PDF docs. If you want a "mixed media" book, (PPT + PDFs), you would need to save it as a "Zip" book (Book.xfdoc.zipbook).

     

    For your purposes here, I would save the ppt as a PDF (CFO Cover.xfdoc.pdf), then use that instead of the 'CFO Cover.xfdoc.pptx'. That should work for you.

     

    Hope this helps!

    • CAIGuySeanF's avatar
      CAIGuySeanF
      Contributor
      4 years ago

      Thanks Kelly.  That appears to be the missing piece.  However, I have some xfgets (dates) in my cover page, so I think I need to leave that as a PPT for the extensible formula/function to work. 

      I tried the zipbook option, but it doesn't seem to retain ordering or put them together as one doc? 

      Is my best bet for one "PDF Doc" to build a cover page using a cube view with no data?

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

        Hi Sean,

         

        I did some further testing this morning and found you can use '.docx' files and they will work for PDF books. With this being the case, I'd actually recommend using the "Text Editor" page in OneStream. You can utilize dynamic parameters that will present the current date (e.g. '|WFTime|' will return '2022M5'). Below I created a quick example of this. You can see the dynamic parameters pulling in my Workflow time. I just saved this file to the File Explorer with the same '.xfdoc.docx' naming convention and added it to my book as the first file.

         

        Let me know if you have any trouble with this or have any further questions!

    • julieta's avatar
      julieta
      Contributor
      2 years ago

      Hi Kelly! I'm trying todo something similar but using spreadsheet with a cubeview inside (this will have comments after) and add it to a book but i get the blank page too, tried saving it as xfdoc but it did not work, any suggestion? 🙂 Thanks!

  • Oscar's avatar
    Oscar
    Contributor
    3 years ago

    this is great! I am trying to generate a the same book for different Responsibility Centers to be sent to  Responsibility Center owners. I will reference your notes in this article