Linking external Excel Spreadsheet to cube view input spreadsheet
Hi all, I'm building a cube view which includes pre-filled columns including 12 months for CY budget, PY actuals and columns for YTD actuals. Additionally, I have included all future months in the year to be for the Forecast scenario for users to input. I have embedded this cube view into a spreadsheet form, so that users can either directly enter their forecast numbers into the spreadsheet in OS app, or it can be opened in Excel for users to complete outside the system. When I open the file in Excel, the CV correctly works and refreshes, and submission correctly writes the cells back to Onestream when FCT1 numbers are entered. However, I am stuck on one thing - is there a way to update the Cube View form cells by referencing other cells in another spreadsheet, or in the workbook? I can link 1 cell individually, but once I reference the cell, it automatically converts to a number and I cannot autofill any formula link to the remaining cells. Most users will either be wanting to link to the budget numbers and adjusting those, or workings they have in their own spreadsheets. I know another option is to use setcells, but I am trying to avoid this method if possible for this purpose. Happy to hear of any thoughts, maybe I'm missing something simple. Able to link 1 cell: Converts immediately to a number and unable to drag cell reference down: Thanks Andrew
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?
Reducing size of the XFGetCell function
The XFGetCell function has 20 arguments, when you have a large sheet (e.g. for data validation) there can be many of these functions increasing the size of the excel file. In SmartView it was possible to create 1 cell with commonly used arguments and reference that cell at once. In OneStream i'm not able to do so. Off course i cannot imagine that SmartView has a feature that OneStream doesn't so i probably need to change my syntax a bit. Hope you guys can help. So instead of: =XFGetCell(TRUE, "Finance",$A274, "",F$4,F$14,F$5,F$2,$C274,$D274,F$3,$B274,F$6,F$7,F$8,F$9,F$10,F$11,F$12,F$13) I want to create a cell (lets say A1) that has the content: TRUE, "Finance",$A274, "",F$4,F$14,F$5,F$2,$C274,$D274,F$3,$B274,F$6,F$7,F$8,F$9, So my formula would look like: XFGetCell($A$1, F$10,F$11,F$12,F$13) Unfortunately the function put double quotes around the cell so i get the whole string as my DisplayNoDataAsZero parameter and the next few down, missing many parameters (see picture below).
Loading a Journal Excel Template into Multiple Periods
Hi, is there syntax similar to forms to load journals into multiple wf periods? My WF is 1 period, 12 months: I tried using similar syntax to form loads: Template set up as monthly: And I return no messages when I load. Confirmed xfj range is set up on file and all dimensions match. Thinking maybe its my "Time" thats preventing the journal from getting into the system and want to confirm I have valid syntax. Maybe the other option is to set Workflow Time to 2026M1 and make individual journals for each period: Is it possible to do all months in 1 journal?
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,
The Consolidate button is always greyed out in my excel quick view
Hello OneStream experts: Thank all of you for the dedicate helps. I build onestream quick view using excel. It seems all the functions in my quick view is working except the consolidate button is always greyed out not matter how I change my POV. I would like to use my quick view to consolidate data to the parent entities. But I can only do calculate and Translate, not Consolidate with quick view in Excel. I would really appreciate that someone may tell me how to do consolidate with my excel quick view. Thank you in advance.
