Refreshing an emailed spreadsheet
We just upgraded from 8.4 to 9.0, and almost certain before we could email a spreadsheet with XF functions and immediately refresh the spreadsheet with button in the ribbon when already logged in. Now the Refresh Sheet button is grayed out, and now you have to "save as" the spreadsheet then refresh because the spreadsheet is in "read only" mode. I'm trying to decide if it changed with the upgrade, or if one of the Preferences settings affect this, or if we are just not remembering correctly. Any ideas or are we just wrong?2Views0likes0CommentsAutomating Consolidated Financial Reporting with OneStream
Hi everyone, We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report. We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format. Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports? Any best practices or recommendations would be much appreciated! Thanks in advance for your responses!Solved81Views0likes2CommentsHELP! Microsoft excel is waiting for another application to complete an OLE action after 8.5 Upgrade
Hello Experts, We have a few users that are getting below error while trying to close Excel windows after OneStream upgrade. Error text "Microsoft excel is waiting for another application to complete an OLE action" Can someone share any insights or guidance on resolution here? Regards, ND233Views1like12CommentsHow can I become a Advanced User of Member Filter Builder in QuickView
I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?24Views0likes0CommentsPreserve formatting in a Quick View
Hi everyone Is there a way to preserve formatting in a Quick View (not Cube View) in Spreadsheet or Excel Add-in on certain row levels? E.g. Font colour for base members = Blue. With Cube Views in Spreadsheet or Excel Add-in you can highlight the levels and assign Styles but this is not available in Quick Views, only in certain sections of the Quick View grid, e.g. Primary Style, Upper Left Style, Row Header, Column Header Style and Data Style. I noticed in the 8.5.1 version documentation that this option is available when you create a new Quick View, but not in the 7.4 version we are using: Regards Johan15Views0likes0CommentsIn Sheet Action Buttons Disappearing/Greyed Out
Good afternoon, I was wondering if anyone has had the issue of In-Sheet Action Buttons turning grey and not working within the excel add in. The environment is 8.5.1, using the 64 bit version of excel, and has the updated excel add in. When using the in sheet actions within the spreadsheet tool, there are no issues with the Buttons and the DM steps run as expected. When opening up in Excel, the first button is greyed out and does not initiate any tasks, while the green button still works. If anyone has any resolutions, I would appreciate it. Thanks, Ben15Views0likes0CommentsGet member description in user's culture code using excel add-in
Hi all, Do you know how to get the member description in a scpecific language using the Excell add-in? I suppose that it can be done using the "XFGetMemberProperty" but I can't find an example. Thank you. XFGetMemberProperty This function retrieves any Dimension Member property from the Member Properties tab in the Dimension Library. Note there are no spaces used when defining property name. XFGetMemberProperty(“DimTypeName”,“MemberName or Script”,“PropertyName”, “VaryByCubeTypeName”,“VaryByScenarioTypeName”,“VaryByTimeName”) As a reference when using BR: Get member description in user's culture code | OneStream Community Best regards, CarlosSolved43Views0likes4CommentsDynamic Calc UD8 Dimension to Filter Account Dimension?
Is it possible to create a dynamic calc UD8 dimension, that then filters down the members on the Account dimension at a base level? (and if so, how?) For example, within the Account dimension, I have Member A, Member B, Member C and Member D. Can I create UD8 dimensions of "Group 1" and "Group 2" where if Group 1 is selected, it filters down Account to only show Member A and Member B. And if I choose Group 2, it filters Account to only include Member C and Member D. I know this can be accomplished with an alternate hierarchy on the Account dimension but just checking to see if this can be done alternatively. Thanks in advance!14Views0likes0Comments