What must be created in the Excel file before it can be added to the Form Template?

To successfully add an Excel file to the Form Template in OneStream, establishing a Cube View Connection is necessary. This connection links the Excel file to the data represented in the OneStream application, ensuring that the data can be dynamically extracted and manipulated within the context of the Form Template.

The Cube View Connection allows users to interact with specific data sets, enabling the Form Template to render the appropriate information directly from the underlying data cubes in OneStream. Without this connection, the Form Template would not be able to pull the necessary data from the OneStream system, rendering the integration of the Excel file ineffective.

In contrast, while a Data Source Connection, Reporting Template, or Function Mapping may play important roles within the broader context of OneStream utilization, they do not specifically address the requirement for connecting Excel files to Form Templates. Instead, the Cube View Connection is essential for ensuring that the Excel file can actively participate in the data integration and reporting process.