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Sridhar_M
Contributor
September 15, 2023
Solved

Is it possible to use spreadsheet component (Table View in it) in the Book ?

  • September 15, 2023
  • 2 replies
  • 0 views

Hi All, 

I create a spreadsheet business rule to refresh the data from external table using Table Views, now our users wants to drop these files into OneStream file share on daily basis so external systems can consume. 

Is it possible to use parcel service to refresh these files (using table views with in the spreadsheet) and drop them into file share every time the job trigger ? 

Or Is there any alternate approaches to export data from custom table to excel files ?

Thank you. 

Best answer by JackLacava

There are 3 approaches I am aware of, via standard Data Management features:

  • Build your view as a Grid View powered by a Data Adapter, put it in a Dashboard, then use a DM Step of type "Export Report" pointing to the dashboard.
  • Use a DM Step of type "Export File", and configure your Excel file with Extensible Document features. The job has an option to process them.
  • Use a DM Step of type "Execute Business Rule", and just produce an Excel file in code.

Then you can probably use Parcel Service to send out the resulting output, but I'm not very familiar with it myself.

2 replies

J
OneStream Employee
JackLacavaOneStream EmployeeAnswer
OneStream Employee
September 21, 2023

There are 3 approaches I am aware of, via standard Data Management features:

  • Build your view as a Grid View powered by a Data Adapter, put it in a Dashboard, then use a DM Step of type "Export Report" pointing to the dashboard.
  • Use a DM Step of type "Export File", and configure your Excel file with Extensible Document features. The job has an option to process them.
  • Use a DM Step of type "Execute Business Rule", and just produce an Excel file in code.

Then you can probably use Parcel Service to send out the resulting output, but I'm not very familiar with it myself.

S
Sridhar_MAuthor
Contributor
October 4, 2023

Thank you JackLacava for providing those details. 

I tried all 3 steps, 2nd and 3rd is working. But for the 1st step if I try to export using DM step with SQL Table Editor/Grid View components with in dashboard, it is just exporting empty file with out data. 

Thank you. 

Sridhar 

M
MarkBird
Veteran
November 14, 2023

Hi Sridhar 

We're having a similar issue. Did you manage to resolve this?

Regards,

Mark

S
Sridhar_MAuthor
Contributor
February 7, 2025

Hi jwagner 

Here’s a code snippet that generates an Excel file, with the DataTable passed as an argument to the function.

 

#Region "Create Excel File"
 
Public Sub CreateExcelFileFromDataTable(ByVal si As SessionInfo, dataTable As DataTable)
 
 
'Create a new Excel file
 
Dim filePath As String = "\\FolderPath\"FileName".xlsx"
 
BRApi.ErrorLog.LogMessage(si,filePath & dataTable.Rows.Count)
 
'Create the SpreadsheetDocument object and set its type to Workbook
Using document As SpreadsheetDocument = SpreadsheetDocument.Create(filePath, SpreadsheetDocumentType.Workbook)
'Create the workbook
Dim workbookPart As WorkbookPart = document.AddWorkbookPart()
workbookPart.Workbook = New Workbook()
'Create the worksheet
Dim worksheetPart As WorksheetPart = workbookPart.AddNewPart(Of WorksheetPart)()
worksheetPart.Worksheet = New Worksheet()
'Create the sheet data
Dim sheetData As SheetData = worksheetPart.Worksheet.AppendChild(New SheetData())
'Create the header row
Dim headerRow As Row = New Row()
'Loop through each column in the DataTable and add it to the header row
For Each column As DataColumn In dataTable.Columns
headerRow.AppendChild(New Cell() With {.DataType = CellValues.String, .CellValue = New CellValue(column.ColumnName)})
Next
 
'Add the header row to the sheet data
sheetData.AppendChild(headerRow)
 
'Populate the data rows
For Each dataRow As DataRow In dataTable.Rows
    Dim row As New Row()
    
    'Loop through each column in the DataTable and add the corresponding cell value to the current row
    For Each column As DataColumn In dataTable.Columns
        Dim cellValue As String = dataRow(column.ColumnName).ToString()
        Dim cell As New Cell()
 
        ' Check the data type and set the cell data type accordingly
        If column.DataType Is GetType(Integer) OrElse column.DataType Is GetType(Long) OrElse column.DataType Is GetType(Double) OrElse column.DataType Is GetType(Decimal) Then
            ' Handle numeric types
            If Not String.IsNullOrEmpty(cellValue) Then
                cell.DataType = CellValues.Number
                cell.CellValue = New CellValue(cellValue)
            Else
                ' Handle empty numeric cells as blank
                cell.DataType = CellValues.Number
                cell.CellValue = New CellValue("0")
            End If
        ElseIf column.DataType Is GetType(DateTime) Then
            ' Handle DateTime types
            Dim dateValue As DateTime
            If DateTime.TryParse(cellValue, dateValue) Then
                cell.DataType = CellValues.Date
                cell.CellValue = New CellValue(dateValue.ToString("yyyy-MM-ddTHH:mm:ss"))
            Else
                cell.DataType = CellValues.String
                cell.CellValue = New CellValue("")
            End If
        Else
            ' Default to string for all other data types
            cell.DataType = CellValues.String
            cell.CellValue = New CellValue(cellValue)
        End If
 
        row.AppendChild(cell)
    Next
 
    'Add the row to the sheet data
    sheetData.AppendChild(row)
Next
 
'Create the sheets
Dim sheets As Sheets = workbookPart.Workbook.AppendChild(New Sheets())
Dim sheet As Sheet = New Sheet() With {.Id = workbookPart.GetIdOfPart(worksheetPart), .SheetId = 1, .Name = "Data"}
sheets.Append(sheet)
'Save changes
workbookPart.Workbook.Save()
End Using
 
End Sub
 
#End Region 
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