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Andy1's avatar
Andy1
New Contributor II
10 months ago

Best Approach to Exporting Dashboards Outside of OneStream?

We have built a set of dashboards for our client within OneStream and the requirement is to be able to export and distribute these dashboards outside of OneStream.  We have previously gone the rout...
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RobbSalzmann's avatar
RobbSalzmann
Valued Contributor II
10 months ago

It will help to know a couple of things:
1. why are you wanting to export everything in a dashboard?
2. what are you exporting to?
Also, what is your plan to replicate the functionality of things like buttons, menus, and comboboxes?

  • Andy1's avatar
    Andy1
    New Contributor II
    10 months ago

    Hi Robb,

    1 - To be able to distribute the information displayed in the dashboards to a broader audience 

    2 - Currently working on exporting to pptx. However, like mentioned in the initial post, this doesn't allow for any text values to be brought over and just converts to an image that is hard to format and get displayed correctly. Open to exporting to anything (PDF, Excel) whatever would be the best to match the views already in OneStream. 

    There is no need to replicate the functionality of buttons/menus/comboboxes etc. The user can work with those things within the application itself (and get the views to desired state), and then just export in its final form. 

    Thanks for the interest and willingness!