Excel Addin TIP: To customize your OneStream Ribbon - Separate button Save Worksheet and Refresh
How to customize the OneStream Excel Addin Ribbon. In Excel, go to File > Options Select Customize Ribbon Select Main Select the OneStream Tab on the left – that is the source of all the buttons Select the Onestream Ribbon on the right – that is your target customization Move the buttons you need from left to right. You can create groups for your menu too. If you want to separate the Save and Refresh, you first need to Remove it and then recreate it. Like shown in the screen above. You can then create a ribbon like below where I separated the Data Refresh vs Data Save. Unfortunately each user has to do that.
Quick View no longer recognized
I had multiple, fully functioning quick views in my excel file. Once I saved my excel file and reopened, OneStream no longer recognizes two of the quick views. The name manager in excel still has the values associated but OneStream is not recognizing the ranges. Has anyone else had trouble with this? Is there a way to quickly restore a complex cube view without starting from scratch? Thanks, Sean
Microsoft Power BI vs. Excel: A Comparison
Power BI is Not Excel 😊 Microsoft Power BI vs. Excel: A Hilariously Technical Showdown Purpose and Functionality: Think of Microsoft Power BI as the flashy superhero of the data world, designed to turn boring numbers into eye-popping, interactive dashboards and reports. It’s the show-off cousin who just got a sports car. Conversely, Excel is the dependable, slightly nerdy sibling who’s been around forever, excelling (pun intended) at data entry, analysis, and complex calculations. The trusty old sedan has seen it all and done it all. Data Handling: Power BI is like a data-hungry beast that devours vast amounts of information from various sources – clouds, databases, and even the web's dark corners. It’s all about real-time munching and crunching. Excel? Well, it's the meticulous librarian of data, handling large datasets with care but getting frazzled if you dump a truckload of info on it simultaneously. It’s great for detailed work, but it prefers its data to be served in manageable portions. Visualization and Reporting: Power BI is the Picasso of data visualization – dragging, dropping, and creating interactive masterpieces that make you go, “Wow!” While competent with charts and graphs, Excel is more like your high school art class. It can make things look good, but it’s not winning any gallery showings. Power BI’s dashboards are so dynamic that they jog when you click on them. Collaboration and Sharing: Power BI is the social butterfly at the party, effortlessly sharing dashboards and reports through Power BI Service, embedding them into apps, and updating them in real time. It’s always up-to-date and ready to mingle on your phone. Excel, bless its heart, tries its best with Office 365 sharing and collaborative editing, but sometimes it feels like sending out invitations via snail mail. Advanced Analytics: Power BI has been hitting the gym with AI and machine learning, flexing its muscles to uncover patterns and predict trends. It even shows off with R and Python integrations. With its powerful functions and add-ins like Power Query and Power Pivot, Excel is like the seasoned chess player – brilliant at what it does but not ready to jump into the AI and ML ring without serious prep. Conclusion: Power BI is the flashy, tech-savvy hero in this epic battle, ideal for real-time visualization, advanced analytics, and collaborative reporting. Excel remains the stalwart, detail-oriented veteran perfect for intricate data analysis and spreadsheet wizardry. Both tools have unique charms and are best used to make your data journey as entertaining and efficient as possible. So, why choose one superhero when you can have the whole team? Coming soon: Power BI OneStream Connector.Optimize CubeView performance in Excel
I have Cubeview which takes ~50 secs to refresh in OS. When I insert same Cubeview in excel and refresh in excel (OS Excel-Addin); it takes over 2 mins. It is simple insert and refresh i.e. I do not have anything additional like VBA code etc in Excel. Is it normal for CV to take to take longer to refresh in excel? Any suggestion to optimize the Cube view refresh in Excel? Many Thanks.
Excel Formatting for spreadsheet component having a cube view
Hi All, We have some cube views which dynamically pull columns as per the cycle being planned. Cycle1 : 4 quarters Cycle2: 3 quarters Cycle3: 6 quarters Cycle4: 5 quarters These cube views have column separators, highlighted rows and columns. Cube views are included inside spreadsheet component which are then embedded inside the dashboards. ISSUE: Formatting is different for every cycle due to varying number of quarters. We have had to manually update the spreadsheet components for every cycle due to formatting going off. Would anyone have a dynamic solution for this?
Save Spreadsheet as Excel automation
Scenario Today I have a process where I can generate a Spreadsheet with an included Tableview object, and view the spreadsheet output in a dashboard. What I want to achieve is automate the process, so I from a BR function can fully automate the process of generating the spreadsheet, and then save the spreadsheet as Excel to a specific folder, with a given naming convention. Anybody have done something like this? Thanks and Cheers /Frank
Spread sheets - Use of Table View
SOURCE: ONESTREAM CHAMPIONS Hi Team, I wish to know few features are possible in the Spreadsheet or not while using the Table View functionality. there are some Enumerated fields stored in the table, say for example 0 or 1 (stored in the table) but I want the user to save it Yes / No in the spreadsheet - not sure how to achieve it? Also to make sure that some other junk value should not get updated here, an Error Message should be popped up if the value is not per standard or some color code change. How to make the cell - color filled for specific header columns - blue or so, indicating read-only cell. How to format the numbers to 2 decimals. Color Code change if the cell is dirty ( the same way it works for cube View ) Referred 1 document from OneStream Table View reference guide, which enabled to help to fetch the data in Spreadsheet using table view… but questions to above queries are not yet clear. Hope team members here can share your experience, which we can re-use Regards Darpan BhansaliLoad Excel data into Custom Table Code - Failing
SOURCE: ONESTREAM CHAMPIONS Hi Team, I am facing a typical issue ( Error Msg 1) while uploading the data from an excel. where as the code for csv upload works fine. Refer the Code attached here by for reference. can any one help here to find what wrong am i doing in the below code. Also i want to fetch the range selected somewhere in the error log… or the message box… how to achieve that ? Also i could not find and XF Market place solution which enables this excel upload feature, Any guess on that as well. Regards and Thanks Darpan Bhansali
