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Member
May 3, 2022 5:39 PM UTC

Quick View no longer recognized

I had multiple, fully functioning quick views in my excel file.  Once I saved my excel file and reopened, OneStream no longer recognizes two of the quick views.  The name manager in excel still has the values associated but OneStream is not recognizing the ranges. 

 

Has anyone else had trouble with this?  Is there a way to quickly restore a complex cube view without starting from scratch?

 

Thanks,

Sean

21 replies

Veteran
May 4, 2022 1:33 PM UTC

Hi Sean, 

When you say OS isn't recognizing them, did they just disappear? When that happens to me, it's usually because I have suppression set or someone sends me a QV referencing POV and we have different dimensions selected. If that's the case (and you're not getting some other explicit error), try setting all suppression to false in the QV preferences (the gear button in the context pane). To get to the QVs, log into OS with the ribbon then use the drop down on the context pane to get to the QVs. Hopefully that helps. 

-Nicole

Member
May 4, 2022 1:57 PM UTC

Hey Nicole,

Thanks for the response.  However, it's not suppression in this specific case.  Rather, I'm unable to select the QV from the drop down on the context pane.  The QV was in the drop down prior to saving and closing the file, but is no longer being displayed when I access the file now.  The excel name manager still contains the ranges that OS initially created, but I'm unable to access the QV - it appears to no longer recognize it from a OS standpoint.  See below.  The "FXchk" QV is not accessible in the context drop down.

CAIGuySeanF_0-1651672530437.png

 

 

Veteran
May 5, 2022 6:45 PM UTC

Hi Sean, 

When you go to the Consol tab and that range in the file, what do you see?

-Nicole

Newcomer
Jan 3, 2023 10:02 AM UTC

Hi Sean,

I am facing a similar problem: I have an excel file with multiple quick views in different tabs. Then, I have a tab with all journals (excel journal template) referencing some of the quick views. I have defined all journal areas with Name Manager.

After loading journals to OS, if I reopen the file I can see that all my quick views are not recognized by OS. I mean: I am connected to OS but I can't refresh any quick view of that file. However, I can create a new quick view.

It is frustrating because after I load journals I lose my quick view configuration...

Newcomer
Mar 22, 2023 3:54 PM UTC

Hi,

Did you receive any feedback from OneStream to resolve your issue? I have a similar problem and would like to know the resolution to this issue.

 

Thanks

Member
Mar 22, 2023 3:58 PM UTC

Hello, 

I haven't seen anything directly (not our company's admin), but I'm hopefully that this has been resolved in the latest 7.4 Release per the note below.

CAIGuySeanF_0-1679500673193.png

 

Member
Oct 19, 2023 9:27 PM UTC

We're on 7.4 and having the same issue with multiple users. User creates a QV on a new sheet, saves it, and when re-opens/logs into the file later, sometimes the QV is not active anymore, i.e. the  formatting and the data is there hardcoded, the named ranges are also intact, but when you click on the QV, the Context Pane does not get activated, basically the QV is gone. 

The problem is, the issue happens intermittently, so if we open a ticket with OneStream, we wouldn't be able to replicate it on a call. 

Newcomer
Nov 14, 2023 12:26 PM UTC

Hi there,

We are also having a similar issue to what has been raised above. User creates multiple QVs on multiple tabs and when re-opens/logs into the file later the QV is not active/hard coded. We have the same issue as user tugsan . 

tugsan did you have any resolution on this? We have raised a ticket with our Implementation Partners but will also raise with OneStream. 

Thank you!

Member
Nov 14, 2023 4:47 PM UTC

Sophie_Downie unfortunately, not. Since we are not able to recreate the issue at will, we were not able to show it to the OneStream support. Our users still have this issue happening. We haven't found any pattern or solution.

Newcomer
Nov 14, 2023 5:13 PM UTC

Hi tugsan, thank you for the fast reply on this one, noted. We will still raise a OneStream ticket and report back the progress.

Contributor
Oct 29, 2024 5:49 PM UTC

I have recently had this issue in my org.  Many of our users use Google Sheets,  I found that when some one edits a workbook that contains Quick Views in Google Sheets, all the Quick View connections are severed.  I hope this helps , anyone running into this issue 

 

Member
Feb 26, 2025 6:47 PM UTC

Similar issue here.  We're in OS v. 8.4. Several quickviews exist in a shared excel file.  After saving a new QV that works as expected, it cannot be found under drop-down on the QV pane, but its definition appears correctly under Name Manager. 

When trying to create a new QV after the missing one, a sequence # is assigned (according to existing names on the drop-down) but since the name already exists under Name Manager, there's an error message saying the QV already exists, forcing us to change the QV name or removing the existing entries under Name Manager.