By the end of this section you will be able to :
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associate an Excel template with a view.
First you will , specify the location of excel templates:.
- Find System Configuration in the repository browser
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- . It is right at the bottom of the repository list.
- Open
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- System Configuration and
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- expand the System Directories section.
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- Make a note of
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- directory specified in the Template Location
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- , which is set to something like
/opt/phixflow/excelTemplates
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- .
You will now use a template in this directory to format one of the views you created:
- Open the model
Dashboards and Forms 01-08: Views, filters and dashboards.
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- Click on the icon for the
Overall Debt Levels
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- stream to open
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- its configuration form
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- .
- In the Views section, click on
Overall Debt Levels
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- . This opens the stream view configuration form.
- In the Advanced section
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- , in the Excel Template
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- box, enter
debtOverview.xls. - Press
- Open the template you just used
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- . The template itself is stored on the PhixFlow server
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- but a copy is available in input directory you downloaded, under ...\excelTemplates.
- Review the template
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- .
- You will need to unhide the first sheet to see it.
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- The first worksheet
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- is called Basic Data
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- . It is blank because PhixFlow always writes exported data to the first worksheet.
- In this example, you can find formatted cells
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- on the worksheet called Formatted Data
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- . You can use data from the first sheet across any number of sheets - this is purely down to what is achievable in
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- Excel.
- Open the view
Overall Debt
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Levelsand export the data to Excel.- You will see the exported data from PhixFlow in the first worksheet
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- and the formatted output on the second worksheet.