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June 20, 2024

Quick View Excel Styles

  • June 20, 2024
  • 2 replies
  • 0 views

I am wanting to use a custom Data Style that I have made in Excel, in a OS Quick View. I have followed the instructions found here  but it seems that the custom style does not populate as an option in the OneStream  Quick View settings. Is there something I have to do after creating it in excel, but before using it in OS? 

2 replies

skyzak22Author
June 20, 2024

I'm using OS/Excel add-in 7.3.3 is that helps. 

June 20, 2024

Hi,

I assume you did exactly what I did in my test. I created a new style in Excel and then assigned my style to the new quick view here:

Henning_0-1718899769668.png

Now my numbers are pink:

Henning_1-1718899835118.png

No need to restart anything or to log off or on again. I was just able to select the style. I am currently on 8.1, but I did use that functionality a while ago as well before my upgrade.

 

skyzak22Author
June 20, 2024

When I create a new CV in OneStream, my custom Style doesn't show as an option to select in the 'Data Style' elipse. 

skyzak22_0-1718900780930.png

 

June 20, 2024

But it does appear in your list in Excel, I assume?

Henning_0-1718901107218.png

If yes, did you try hard-coding it into the Data Style of your quick view settings field instead of selecting the member from the list?

Henning_1-1718901177774.png