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Contributor
October 2, 2024

Excel add in - Have several CubeView connections of same CV with different parameters for each CVCon

  • October 2, 2024
  • 5 replies
  • 11 views

Dear all,

 

We have a case in which the client needs several copies of the same CV in excel, but having different parameters (selecting an account node) for each CV. Is it possible?

We know that defining the parameter internally in an excel file helps to avoid asking for that parameter again.

We tried to put 1 CV connection per sheet and one parameter per sheet, but it seems that only the 1st parameter is read and then updates all CV connections following this 1st set parameter. Do you have any idea how to deal with this in order to keep different parameters for each CV connection?

Thank you for the help.

Best regards,

Carlos

5 replies

Newcomer
October 2, 2024

Hi Carlos,  the workaround I used for a similar example was to generate a macro that would loop through each of the sheets, apply the relevant parameter member and then just refresh the specific sheet / tab.  If that helps?  This was a while back but I don't think there has been any update to be able to perform this directly.   Thanks Andy

Contributor
October 2, 2024

Carlos,  I feel your pain,  I submitted the same request a couple months ago.  The work around sucks as it just adds more maintenance.   I had to make 20+ extra workaround Cubeviews,  The all reference the same Row and Column Cubeviews to help limit the maintenance. 

Newcomer
October 2, 2024

Sorry I was meant to add that the macro workaround was still only pointing to one CubeView and so I didn't need to create copies of the original.

Contributor
October 2, 2024

Hi CarlosAlvear: what is the frequency that the report will be refreshed?  If it's not high, this feels like a strong candidate for a Report Book with a Loop component.

You can have the report generate each account-report-combo and have it all exported to Excel in one go.

Reference Materials:

  • https://onestream.mcoutput.com/1388457/Content/Design%20and%20Reference/Presentation/Books.html
  • https://onestream.mcoutput.com/1388457/Content/Design%20and%20Reference/Presentation/Loop.html
Member
July 15, 2026

Title: Excel Add-In Parameter Issues with Master Cube Views Across Multiple Worksheets (v9.1)

Hi all,

We are experiencing two related parameter issues in the OneStream Excel Add-In on version 9.1 and would appreciate any guidance on whether this is expected behaviour, a configuration issue, or a known defect.

Issue 1: Workbook-level parameters are not consistently applied across worksheets

We have created a master Cube View containing up to four pipe-delimited parameters:

  • Time

  • Entity

  • Parent

  • UD1 reporting view, such as Statutory or Management

The intended workbook design is:

  • One workbook containing multiple worksheets

  • The same underlying Cube View used on each worksheet

  • Time and UD1 remaining consistent across the workbook

  • Each worksheet using a different Entity and Parent combination

We expected the user to select the common parameters once, using the Workbook parameter option, and then refresh the entire workbook.

However, after selecting the parameters on the first worksheet, the Add-In still prompts for parameter selections on other worksheets. In some cases, the Entity and Parent selected on the first worksheet are also applied to the remaining worksheets, overriding the intended sheet-specific combinations.

Our preferred outcome would be to:

  1. Store the common Time and UD1 selections at workbook level.

  2. Store the Entity and Parent selections separately for each worksheet, ideally by referencing cells on the relevant sheet.

  3. Refresh the full workbook without being prompted repeatedly for parameters.

Is this type of mixed workbook-level and worksheet-level parameter setup supported with a single master Cube View?

Alternatively, is there a recommended method for passing the Entity and Parent into the Cube View from worksheet cells while retaining Time and UD1 as workbook-level selections?

Issue 2: Parameter dropdown lists become mismatched on a single worksheet

We are also seeing an issue when more than two parameters are displayed through the Excel Add-In parameter interface on a single worksheet.

The dropdown member lists do not always remain aligned with the correct parameter. For example:

  • The Time parameter may display Entity members.

  • The Entity parameter may display members from another parameter.

  • The expected list only returns after editing a different parameter and refreshing one or more times.

It appears that the hidden XF worksheet or the cached parameter information may be overwriting or misaligning the dropdown lists.

Has anyone experienced this behaviour in version 9.1?

Are there any known fixes or recommended troubleshooting steps, such as:

  • Reordering the parameters

  • Using unique parameter names

  • Clearing or rebuilding the hidden XF sheet

  • Changing parameter dependencies

  • Avoiding workbook-level parameters

  • Applying a specific OneStream hotfix or Excel Add-In update

Any examples of a working multi-sheet design using a shared Cube View and a combination of workbook-level and sheet-specific parameters would be very helpful.