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CAIGuySeanF
Member
June 6, 2022
Solved

Reporting - Books - File (xfDoc)

  • June 6, 2022
  • 2 replies
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Hello, 

I would like to create a report book that includes several cube views and an xfdoc (ppt cover page).

I added the xfdoc as an application database file and pointed it to the working URL.  However, when I run the report book I get a blank page.  I can't figure out how to get it to render the File (xfDoc).  It does render all the cube views as expected.  And I confirmed that my standalone xfdoc is working as well.

 

Thanks,

Sean

Report Book - Add File (XfDoc)Report Book - Add File (XfDoc)Report Book Preview - BlankReport Book Preview - BlankStand Alone Xfdoc - generating fineStand Alone Xfdoc - generating fine

 

Best answer by kmreed

Hi Sean,

 

I did some further testing this morning and found you can use '.docx' files and they will work for PDF books. With this being the case, I'd actually recommend using the "Text Editor" page in OneStream. You can utilize dynamic parameters that will present the current date (e.g. '|WFTime|' will return '2022M5'). Below I created a quick example of this. You can see the dynamic parameters pulling in my Workflow time. I just saved this file to the File Explorer with the same '.xfdoc.docx' naming convention and added it to my book as the first file.

 

Kelly_Reed_0-1654607703360.png

Kelly_Reed_1-1654607724542.png

Let me know if you have any trouble with this or have any further questions!

2 replies

K
OneStream Employee
kmreedOneStream Employee
OneStream Employee
June 6, 2022

Hi Sean,

 

I think the issue is the book is a PDF book. Therefore, it's only going to return PDF docs. If you want a "mixed media" book, (PPT + PDFs), you would need to save it as a "Zip" book (Book.xfdoc.zipbook).

 

For your purposes here, I would save the ppt as a PDF (CFO Cover.xfdoc.pdf), then use that instead of the 'CFO Cover.xfdoc.pptx'. That should work for you.

 

Hope this helps!

C
CAIGuySeanFAuthor
Member
June 6, 2022

Thanks Kelly.  That appears to be the missing piece.  However, I have some xfgets (dates) in my cover page, so I think I need to leave that as a PPT for the extensible formula/function to work. 

I tried the zipbook option, but it doesn't seem to retain ordering or put them together as one doc? 

Is my best bet for one "PDF Doc" to build a cover page using a cube view with no data?

K
OneStream Employee
kmreedOneStream EmployeeAnswer
OneStream Employee
June 7, 2022

Hi Sean,

 

I did some further testing this morning and found you can use '.docx' files and they will work for PDF books. With this being the case, I'd actually recommend using the "Text Editor" page in OneStream. You can utilize dynamic parameters that will present the current date (e.g. '|WFTime|' will return '2022M5'). Below I created a quick example of this. You can see the dynamic parameters pulling in my Workflow time. I just saved this file to the File Explorer with the same '.xfdoc.docx' naming convention and added it to my book as the first file.

 

Kelly_Reed_0-1654607703360.png

Kelly_Reed_1-1654607724542.png

Let me know if you have any trouble with this or have any further questions!

    O
    Oscar
    Contributor
    July 29, 2022

    this is great! I am trying to generate a the same book for different Responsibility Centers to be sent to  Responsibility Center owners. I will reference your notes in this article

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