Excel add-in: Save offline version not working
I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors. First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar. Second, they close the original spreadsheet, then attempt to open the "offline" version. What appears is a series of #VALUE! where there should have been offline data. Has anyone else out there encountered this? Is it a known bug? Is there any type of work-around? The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve. Any ideas, suggestions, or information would be much appreciated. Thank you,
Saving Offline Copy
My team has recently been unable to save offline copies of Excel files that contain XFGetCells + CubeViews. Prior to this, we had no issues and had saved 100+ files offline as part of quarterly reporting. I have seen prior threads where this has been discussed some time ago, and our team has tried updating preferences, saved elsewhere, etc. with no luck. Is anyone else currently having this issue?
Excel add-in V9: Not able to drilldown
We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?Looking for Best Practices: GetCell Offline Copies, Version Control, and Shared Report Access
We recently encountered an issue where users are unable to save offline copies, (v9.1) which led us into a broader discussion around version control and file sharing for our getcell reports. We’re looking for ideas or best practices from others who have implemented effective solutions to manage the below. What we’re hoping to achieve: - Multiple users able to access the same report simultaneously - A shared experience similar to Google Docs (centralized file access) - Strong version control to avoid duplicate or outdated files - Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration, but we’re hoping to find a solution that is less technical and easier to manage from a superuser/user perspective. If you’ve implemented a process, tool, or solution that works well for your team, I’d love to hear about it. Thank you!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.
Looking for Input: XFGetCell vs. Cube Views in Excel
Hi everyone, I’m looking to get some input from the community on Excel-based reporting in OneStream. In your experience, which format has proven to be more efficient and reliable: XFGetCell formulas or Cube View connections? The reason I’m asking is that we use OneStream reports to feed data into Excel workbooks, and we’re getting recurring feedback from users about performance issues—slow refresh times and, in some cases, Excel crashing. For context, these workbooks usually contain multiple tabs and often include a mix of: Cube View connections Quick Views XFGetCell formulas (used when a specific layout is required) Our goal is to better advise users on the best reporting approach. So far, it feels like this mixed setup is becoming heavy and is negatively impacting the user experience. If you have any best practices, lessons learned, or tips on what works best (and what to avoid), I’d really appreciate you sharing them. Thanks so much in advance! Eve
Page Breaks in Excel add-in
We are having an issue with users and page breaks in the excel add-in. Example 1: A user creates a cube view connection and pulls said cube view into an excel worksheet. The result, however, does not render all the rows. There is a page break and they are forced to page through to see the rest of the rows. If I replicate these actions, I do not get the same page break, my results render all the rows on a single page. No page breaks. We went through preferences and other excel settings together to make sure our settings matched. What is causing this to happen? What other things can we try to resolve? The user must have all the rows displayed at once (no page breaks). Example 2: A user creates a quickview only to have the results get cut off with a page break. If I replicate the quickview, the return does not cut off the rows. I get everything on the sheet. Any hints, tips, etc would be most appreciated. We are trying to determine if this is a OneStream issue? Microsoft Issue? Excel Settings? For reference, we are on OS 9.0.1. thank you in advance
