The Extensible Document Framework integrates OneStream content with Microsoft Office and Text Files. In turn, these documents become known as Extensible Documents.
You can create extensible documents by first selecting the type of document desired, which can be a Microsoft Word document in Microsoft Word or Text Editor, Excel spreadsheet, OneStream Spreadsheet, PowerPoint presentation, or text file. After selecting the document, use OneStream’s custom parameters, substitution variables, document variables, and retrieve functions to get specific information such as time periods, entity names, data cell values, text comments, and other information. You can also insert images into a Microsoft Word document, Text Editor document, PowerPoint presentation, or Excel spreadsheet for reports, charts, Cube Views, Excel spreadsheets, or PDF files.
After you configure an extensible document, save it as [NameofDocument].xfdoc.ext, where the xfdoc portion of the file name tells OneStream that this is an extensible document (for example, CostSpreadsheet.xfdoc.xlsx) and the .ext portion of the file name tells the type of file it is. Load the document into OneStream’s file share to launch it from OneStream or include it in dashboards or report books.
The value of Extensible Documents are inherently linked to OneStream and eliminate the need for third party integration tools. Upon launching a document, the content is displayed based on the correct parameter values, images, or retrieve function values. Extensible documents allow you to display live data and objects from OneStream, which enables dynamic use and confidence in the information displayed.
