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- Open the model
Dashboards and Forms 01-08: Views, filters and dashboards - Go to the stream
Overall Debt Levels, and open the configuration form for the viewOverall Debt Levels - Go to the Advanced section
- In field Excel Template specify
debtOverview.xls - Press
- Open the template you just used - the template itself is stored on the PhixFlow server, but a copy is available in input directory you downloaded, under ...\excelTemplates
- Review the template – you will need to unhide the first sheet to see it
- You will see that the first worksheet (Basic Data) is blank - PhixFlow always writes exported data to the first worksheet
- In this example, formatted cells are found on the worksheet Formatted Data; but you can use data from the first sheet across any number of sheets - this is purely down to what is achievable in excel
- Open the view
Overall Debt Levels, and export the data to Excel - You will see the exported data from PhixFlow in the first worksheet – and formatted output on the second worksheet