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rkrull
Member
Mar 4, 2025 10:58 PM UTC

Excel reports with Macros in Books

I have several excel reports that use macros for sorting the data rows. The macros work when I am in excel and run after I refresh OneStream, however, when running the report in a book and generating to PDF the sorting macros are not running correctly. We have found that different preference settings within the excel add-in help with getting the macro to run in Excel, but I haven't been able to figure out why it's not working in the book. Any help or ideas appreciated!

2 replies

rkrullAuthor
Member
Mar 4, 2025 10:59 PM UTC

 I forgot to note that these are XFGet reports in excel.

MarcusH
Expert
Mar 5, 2025 12:15 PM UTC

From my experience, the speed with which Books are created indicate that the output is created directly and not actually rendered. By that I mean the output (PDF or Excel) is written directly to the file using the relevant API without loading the viewing software. And that means that Excel is not loaded to execute the sorting macros. I can't think of a way around that. And I might be wrong.

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