By the end of this section you will be able to associate a Microsoft Excel template with a view.
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We have included a copy of this template in train.zip. To see what the template looks like:
- Download train.zip and extract the contents to a folder on your computer (indicated as
<path>in the following instructions). - Open
<path>\train\excelTemplates\debtOverview.xls. The file opens with one worksheet, called Formatted Data, which shows how the data will be formatted. - If the file is protected, enable editing.
- There is a another, hidden worksheet. To view it, right-click on the Formatted Data worksheet tab and select Unhide.
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Find the location of Excel templates
- In the repository browser, scroll to the bottom of the list and open System Configuration.
- Expand the System Directories section.
- Make a note of directory specified in the Template Location, which is set to something like
/opt/phixflow/excelTemplates.
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