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CAIGuySeanF's avatar
CAIGuySeanF
Contributor
3 years ago

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.  ...
Reports
  • Kelly_Reed's avatar
    Kelly_Reed
    3 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!

BrittaniaH's avatar
BrittaniaH
New Contributor II

I am trying to add a cover to a book.  This post is fantastic, but I am not able to find where I can add a file in my cubeviews.  I am wondering if we might be on an early version of OneStream or if I am just doing something incorrect.  Can you tell me what version you are running.  Thank you.

CAIGuySeanF's avatar
CAIGuySeanF
Contributor
2 years ago

Hey.  We are currently running 7.2.4.  Once the file (xfdoc.docx) was imported through the File Explorer, I'm adding the file within Books.  Screenshot below.  Hope this helps!