Parcel Service - Bursting Book with Dashboard - Dashboard is Table - No Results
This is a follow-up to my prior post about Parcel Service.
Converted my excel worksheet to CV's and imbedded them in a Book. That works great and I can pass parameters and burst without any issues...
In a PDF you can include basically everything; the output will be a PDF file, though.
If you really only want to dump non-cube data in Excel files, there are a few different approaches.
- If your target users have the OneStream Excel Add-in, you can send them the Excel file containing the Table View - they will just refresh it to get the data. You should be able to add it to a Parcel Service package as it is, so it gets sent out together with your pdf book in a single zip file.
- If those users don't have the Add-In, then you will need a bit of coding, but you can easily produce a CSV file that can be opened in Excel. Basically the procedure would roughly be:
- take what you have in your Table View code (i.e. the Spreadsheet business rule that powers it), place it into an Extensibility Rule under "Case is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep"
- amend that rule to save the data as a csv file somewhere on the filesystem
- Configure a Data Management step "Execute Business Rule" to run the rule, and include it into a Sequence
- Configure your Parcel Service package to pick up the csv from the location where you expect it to be generated
- When scheduling a PS run, make sure the task runs the other DM sequence first, so that the csv file will be there when PS tries to pick it up.
This is the easiest solution, from a coding perspective. There are alternatives that can generate proper Excel files instead of CSVs, but they require a bit of "dark" knowledge of DevExpress libraries that we're not at liberty to discuss.
