Register Metadata Builder Add-in

Install the supplied Excel Add-in to enable the template. Copy OneStreamMetadataBuilder-v52.xlam to a folder named C:\OneStream. Create the folder if needed. It is helpful to use the same folder for each update to avoid updating all the formula links in each template that references the formulas in the Add-in.

Next, register the Add-in with Microsoft Excel:

1. Open Microsoft Office Excel 2013 or later.

2. Select File > Options.

3. Select Add-ins.

4. From the Manage field at the bottom of the dialog box, select Excel Add-ins and then click Go.

5. If OneStream Metadata Builder is not listed, click Browse.

6. Navigate to C:\OneStream, select OneStreamMetadataBuilder_vXX.xlam (where XX is the version number), and click OK.

7. Confirm OneStream Metadata Builder is selected, then click OK.

8. Open one of the supplied metadata templates and update the formula references by selecting the Data Ribbon and clicking Edit Links.

9. Select OnestreamMetadataBuilder-vXX.xlam, click Change Source, and then browse to the copied OnestreamMetadataBuilder-vXX.xlam file (C:\OneStream).