Extensible Document Framework

The Extensible Document Framework blends 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, Excel spreadsheet, PowerPoint presentation, or text file.After selecting the document, use OneStream’s custom parameters, substitution 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 Word 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). Load the document into OneStream’s file share to launch it from OneStream or include it in dashboards or report books.

This feature's value is that special integration tools are not necessary because once the document is launched, it updates itself with the correct parameter value, image, or retrieve function values. Extensible documents allow you to display any information you want from OneStream and because it is integrated with these different products, and the data stays current and dynamic.