Spreadsheet via Browser dashboard (OnePlace)
Hello everyone, I am currently working on OneStream v9.2 and trying to set up Ad Hoc reporting in the Web version (OnePlace). Context: I created a Dashboard with a Spreadsheet component exposed in Web (under OnePlace Dashboard). The connection to existing, preconfigured Cube Views is working correctly. Issue: In the Browser version, I do not have access to Quick View / dynamic POV features like in the Spreadsheet WinApp (Excel Add-in). I cannot find the option to perform free-form Ad Hoc analysis (changing axes, selecting members dynamically, etc.). Question: Is this a standard limitation of the Web version (OnePlace) in v9.2? Is there a specific configuration that enables a Quick View–like behavior in Web? Thank you in advance for your feedback and experience.25Views0likes1CommentExcel 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,56Views0likes1CommentSaving 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?57Views1like1CommentExcel 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?48Views0likes1CommentLooking 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!37Views0likes0CommentsAlias Dimension Property in V9.1
The newest release (9.1) of OneStream introduces the Alias property for just about all of the dimensions. The only place so far where I have found the Alias as being useful is in search. I have not been able to figure out the correct syntax to be able to use the alias in Cube Views, Quick Views or any business rule. My guess is that we are going to have to create a custom business rule that will allow us to call the Alias name and present in a viewable format. Does anyone have an example of where they have been able to display an Alias value in a Cube View or Quick view instead of displaying the default member name and/or description?Solved288Views0likes6CommentsSave 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.413Views0likes5CommentsLooking 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! EveSolved80Views1like2Comments