Book Viewer / Book Publishing Best Practices
Good afternoon, I'm curious to see how other companies handle this situation. We've recently launched a Dashboard allowing the vast majority of our user base, ~800 users, the ability to interact with and drilldown on their financials. One of the growing pains we're experiencing with this change is that the users have the ability to create a PDF Book for their selected Locations + Children on whatever Cube View they're currently on. So it could be one PDF or a lot (50+ locations). Opening the Book Viewer creates a background server task which on its own doesn't seem to be an issue. However, we have a couple of "triggering" events that cause an influx of our user base to all access the system for financial review and book publishing at the same time. Prelim financials are ready to review, financials are closed, etc. The problem we're experiencing seems to be when we have a lot of users all trying to create books at the same time it appears that their tasks are stepping on each other. So either the process is taking longer than normal or the user is receiving a "Cannot access the file filepathandfilename.pdf because it is being used by another process." And maybe the last error is something the user did but I don't know what that could have been honestly. Just trying to get a feel if any other companies / users experience this kind of influx on Book Viewer all at once and how they handle. Thanks, Brandon
Save Offline Copy
I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline. I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas. I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location. Any help would be appreciated.
Error exporting Cube View to Excel/PDF when using CVRC
Hi, I’ve created a cube view containing a Row Override GetDataCell CVRC formula that is throwing an error when exported to Excel or PDF. I believe it’s because I’m using CVRC which requires the use of an index which Excel/PDF don't know how to handle. I’ve tried simple GetDataCell formulas and they all export fine. I’ve read that this can happen when Excel doesn’t know how to handle the index but the formula doesn’t calculate without the index. Has anyone experienced this and how did you resolve it? Would it work if the calculation was done via business rule instead? Below are screenshots from the desktop app and Excel, as well as the row override formula
Publish a Document in Narrative Reporting
Hi Team, We have an issue in publishing the document in the Narrative Reporting. while Publishing the document, it is saving under respective user folder. how to publish a document in share folder or any group folder. Can you please help us resolve the issue. Thank you, Shiva Prasad
Create Single Formatting Rule
Good morning, So, I am creating a Report Component with, at least, 75 different data cells from Data Adapters. When it comes to a Formatting Rule, I am looking for a single rule where the condition is dynamic based upon the value of the cell it is applied to. This is just a small portion of the cells. I would like to format all of them as ($##,###) in Red if it is negative. I have tried using [Value] < 0 in the condition but everything is turning red. I have created calcualted cells to turn any text into Decimal. I don't want to have to create a rule for every cell. Also, when it comes to the Format String, what is the syntax to make negative number show in parenthisis?
Report Books - Dashboard Chart
Hello, I have an automated report book and would like to expand the functionality to include charts (in addition to the existing cubeviews). I was able to add the chart, but I'm struggling with trying to control the formatting. I would like to modify the header and have the chart fill the page (too much white space). See below. Thanks! Is there a way to format the chart output, in particular I would like to enlarge the chart image and have it stretched across the page?
Narrative Reporting Issue
Hello! Has someone tried Narrative reporting in 9.1 version? I am currently experiencing issues: 1.- Inserting charts/Advanced Charts / Reports if someone could insert an exaple on how they have done it. 2.- I cannot vie the artifacts and acces them, this message keeps popping up (and the names are fine) Thank you so much for the help!!
Create Excel Book
Hi, I am trying to create a OneStream Book that contains data in Excel format instead of PDF from a dashboard component. Currently, the book uses a dashboard report component to generate a .xfDoc.pdfBook containing the data, which Parcel Service then attaches to a list of emails and dispatches in a zipped folder. I attempted to create a book that retrieves the data from the same dashboard component but in .xfDoc.xlBook format. However, every time I run the Parcel Service to dispatch the file in Excel format, the Excel file is blank. Could you please advise if there is a way to obtain the same data in the Excel attachment as we have in the PDF attachment? Thank youMergeAndCenterColumnHeaders in Cube Views
Hi, Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views? We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view. There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks
