Office Add-In losing layout

Marius Lubbe
Marius Lubbe Active Partner
Third Anniversary 10 Comments Level 300: Expanding Board in Your Organization Photogenic
in Academy

Hi, we are using the office add in, in excel to link some of our reports with board directly onto one or more excel files.

These excel files would contain more than one tab with reports connected to board.

What we have seen is that at random occations our reports in excel would stop updating. When we try and view the Layout of the report in the excel file the layout has dissapeared, making the report we are looking at just a static export.

I can confirm that when I work with these excel reports my auto save can be switched on or off. I can also confirm that we tried saving the excel files as .xlsx and .xlsm but both had the same outcomes.


Is this happening with anyone else?

Kind Regards,

Marius

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Answers

  • Bart Scott
    Bart Scott Active Partner, Community Captain
    Fourth Anniversary 5 Answers 10 Comments 5 Likes

    What version of Board are you using? There was a bug that was fixed in a patch when the files were stored on a Teams Site they would occasionally lose the Active component and need to be rebuilt. But it was patched around 12.5 I think.

    Bart Scott

    CFO Solutions LLC

  • Marius Lubbe
    Marius Lubbe Active Partner
    Third Anniversary 10 Comments Level 300: Expanding Board in Your Organization Photogenic

    Hi @Bart Scott,

    We are currently on version 12.5.

    I did see that there was a patch that solved this issue on version 12.5 going forward.
    After the issues started I tried working on the files in the download folder of my machine so that we do not have onedrive or teams connecting to the files. It sadly still broke.

    Marius Lubbe

  • Jan-Dominik Offenloch
    Jan-Dominik Offenloch Customer
    First Comment
    edited July 12

    Hello we had the same problem the solution was to save the file not in the cloud. But now we have the problem that we can't copy the layout directly from the web version into the excel addin. Has someone the same problem?

  • Marius Lubbe
    Marius Lubbe Active Partner
    Third Anniversary 10 Comments Level 300: Expanding Board in Your Organization Photogenic

    Hi @Jan-Dominik Offenloch,

    We also had this issue. I do not think it is possible. We only got around it by downloading the report with the excel add in option ticked.

    Once this was done we could copy the layouts from the one excel to another.

    We are not aware of any other methods to do this.

    Kind Regards

    Marius

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