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NunoGarciaRamos
Newcomer
April 18, 2022
Solved

Addin - Separate Data tab to have Refresh and Submit in different tabs

  • April 18, 2022
  • 3 replies
  • 0 views

Hello, 

We are using the Excel - Addin and made some templates to work better with OneStream. It worked great, however we found that the users sometimes have the error of clicking "Submit Workbook" instead of "Refresh Sheet".

2022-04-18 18_00_39-Data- Excel.png

 We tried to customize the ribbon to separate them but it is not possible because the Refresh and Submit button are in the same tab ("Data").

NunoGarciaRamos_0-1650298041047.png

Is there a way to modify it? Is it a common mistake?

Thanks for the attention and best regards,

 

    Best answer by PeterFu

    Hi Nuno,

     

    You can create your own button and add it to the Onestream Tab.  I just did  a quick and dirty to show you. Create the macro for OneStream function first, then add the macro to the OneStream tab. See print screens below. I tested it and it works for me. I hope you get this to work. It's a nice feature that can be useful sometimes when end-users use a lot of Exel 🙂

    1. Create the Macro - To refresh the Active Worksheet

    PeterFu_1-1650357901757.png

    2. Add it to the OneStream tab - Under Options and then Customize Ribbon

    First create a New Group and then Rename it to the name you want (in my case Customized). Then add the macro under your new group and save it.

    PeterFu_2-1650358088842.png

    3. The result- Clicking on the new button will refresh the active worksheet

    PeterFu_0-1650357882277.png

     

    Here are the other macro syntaxes:

    PeterFu_3-1650358379147.png

    From 6.6.0:  triggering data submission of XFSetCells with an Excel macro is now possible. The new VBA function is 'SubmitSetXFFuntions'.

    Peter

    3 replies

    P
    PeterFuAnswer
    Newcomer
    April 19, 2022

    Hi Nuno,

     

    You can create your own button and add it to the Onestream Tab.  I just did  a quick and dirty to show you. Create the macro for OneStream function first, then add the macro to the OneStream tab. See print screens below. I tested it and it works for me. I hope you get this to work. It's a nice feature that can be useful sometimes when end-users use a lot of Exel 🙂

    1. Create the Macro - To refresh the Active Worksheet

    PeterFu_1-1650357901757.png

    2. Add it to the OneStream tab - Under Options and then Customize Ribbon

    First create a New Group and then Rename it to the name you want (in my case Customized). Then add the macro under your new group and save it.

    PeterFu_2-1650358088842.png

    3. The result- Clicking on the new button will refresh the active worksheet

    PeterFu_0-1650357882277.png

     

    Here are the other macro syntaxes:

    PeterFu_3-1650358379147.png

    From 6.6.0:  triggering data submission of XFSetCells with an Excel macro is now possible. The new VBA function is 'SubmitSetXFFuntions'.

    Peter

      P
      PeterFu
      Newcomer
      April 19, 2022

      Hi Nuno,

      You can also choose an icon (the same as OneStream uses is available) and give it the name you want. Then it looks a bit better.

      PeterFu_0-1650359646185.png

       

      Peter

       

       

       

        aricgresko
        aricgresko
        Veteran
        April 19, 2022

        A far less technical option compared to Peter's reply would be to consider training user's to have "Refresh Sheet" as an icon on the QAT (quick access toolbar)?  I personally have my Refresh Sheet icon in the first position on the QAT so I can hotkey "alt 1" to refresh.  Then if they need to Submit Sheet/Workbook, they would click the button. 

        It could drive the mindset of Refresh = keyboard hotkeys and Submit = click button. 

        OS QAT.png

          J
          Jarek_Sadowski
          Newcomer
          April 7, 2023

          Hello Nuno,

          it is possible to create custom groups on ribbon tab. Please see the screenshot below.

          Jarek_Sadowski_0-1680869132535.png

          Kudos for PeterFu as he inspired me with his solution

          Kind regards
          Jarek

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