OneStream

OneStream Data Attachments with Google Docs

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Recently a colleague was conducting an OneStream training course and posted a question to the Perficient OneStream collaboration channel.   An excerpt of the post follows “Is there a URL Link type or other View Member that would allow an end-user to just click on a link from the Data Attachments window after right-clicking on a cell to select “Data Attachments for Selected Cell””.  The training attendee who posed the question works for a company that utilizes Google Docs; therefore, the subject of this blog will focus on OneStream Data Attachments with Google Docs.

As is customary for many of my blogs, I will demonstrate by utilizing the GolfStream application provided by OneStream.  After logging into the application, I set my Workflow POV to Houston -> BudgetV1 -> 2011 and select Houston.Expenses.  Note this Workflow Profile Type was chosen as the presentation was applicable i.e. Data Attachments could be added.

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Before we create the Data Attachments, open a browser, and access Google Drive.  Once Google Drive has been accessed, select the document:  Google Doc, Sheet, Presentation, PDF, etc., then right-click and choose “Get Link”.

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Select “Copy Link” which will copy the URL to the clipboard.

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Return to OneStream and select the cell to which the data attachment should be added to.  With the cell selected, right-click and choose “Data Attachments for Selected Cell”.

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Select Blog07 05 “Create Data Attachment”.

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Proceed with the default Attachment Type “Annotation Detail” “1” and key the name of the attachment as the Title “2”.  Once this is done, select the Ellipsis Blog07 07 “3”.

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Paste the URL copied to the clipboard into the File Name dialog box “1”.  Once this is done, select “Open” “2”.

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Select “OK” after the “Create Data Attachment” dialog box has been updated.

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With the PDF attachment added, repeat the process for a Google Doc, Sheet, and  Presentation.  Once all four attachments are added, the Data Attachments display will appear the same or similar to the second image after this sentence.

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To view the attachment, select one of the attachments, right-click and choose “Open”.

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An “How do you want to open this file? dialog box will display.  I selected “Google Chrome” as the documents are stored on Google Drive.

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Unfortunately, Google Chrome returns text not the PDF so back to OneStream.

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Repeating the process and this time I will select “Firefox”.

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After Firefox opens, authenticate to Google Drive which will then open the PDF which is the third image in the sequence.

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The Open process can be repeated to verify a Google Doc, Sheet, and Presentation.

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I hope this blog on leveraging Google Docs with Data Attachments was helpful.  If you have any questions, feel free to either post a comment to the blog or email me at terry.ledet@perficient.com.

About the Author

Terry is a Senior Solutions Architect at Perficient specializing in OneStream CPM solutions. He is a frequent speaker at Splash and passionate about making clients successful. When not blogging about OneStream, Terry is a husband, parent, and baseball enthusiasts.

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