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- A shared experience similar to Google Docs (centralized file access) - Strong version control to avoid duplicate or outdated files - Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration,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!
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?
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
CV Spreading
Hello, We want to spread data acrross multiple periods in a cube view, so we select the parent member (Year) and we expect that automatically OS applies spreading to all its base time members (months). However, we are working on a forecast scenario with the setting "Number of No Input Periods Per WF Unit" set to 4. And we don't understand how the spreading works. It seems the system calculates the difference between the amount entered at the parent member (Year) and the total amount of the closed months (the no input periods), and this calculated amount is the one that is saved at the parent member (Year), instead of the amount enetered initially. Could someone help us to clarify this calculation? Thanks!
Table view marks all numeric columns as dirty
Hello, I have a table view where I also allow users to save changes. In my code I'm checking for the cells that have changed using "If tvr.Item("Bonus").IsDirty()". This seems to work fine for non-numeric columns, however, I find that for the numeric columns the cells are always marked as dirty even if they are not changed. I tried different things, e.g. marking the column as decimal data type "tv.Columns(7).DataType = XFDataType.Decimal" but so far no luck. Do you have any advise how this can be solved? Thanks, Volker
