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By the end of this section you will be able to associate a Microsoft Excel template with a view.

About the Excel templates used in this section

In this tutorial section, you will use an Excel template called debtOverview.xls that is already stored on the PhixFlow server.

We have included a copy of this template in train.zip. To see what the template looks like:

1. Download train.zip and extract the contents to a folder on your computer (indicated as <path> in the following instructions).
2. Open <path>\train\excelTemplates\debtOverview.xls. The file opens with one worksheet, called Formatted Data, which shows how the data will be formatted.
3. If the file is protected, enable editing.
4. There is a another, hidden worksheet. To view it, right-click on the Formatted Data worksheet tab and select Unhide.

The Excel file now has a tab called Basic Data. This worksheet is blank ready for PhixFlow to populate it with data. Once the first sheet is populated, you can use the data in other sheets.

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Find the location of

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Excel templates

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1. In the repository browser, scroll to the bottom of the list and open System Configuration.
2. Expand the System Directories section.
3. Make a note of directory specified in the Template Location, which is set to something like /opt/phixflow/excelTemplates.

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Specify an Excel template in a stream view

1. Open the model Dashboards and Forms 01-08: Views, filters and dashboards in the workspace.

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   title How?
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2. Open the properties for the stream view called Overall Debt Levels. To do this:

   1. First open the properties for the  Overall Debt Levels stream. In the model, click on the

   icon for the Overall Debt Levels stream to open its properties.In

   1. stream icon.

   2. Then, in the stream properties → Views section, double-click
   on 
   1. on the view called Overall Debt Levels
   to open the stream view properties
   1. .
3. In Add an Excel template to the stream view. In properties → Advanced section → Excel Template box, enter debtOverview.xls, then click 

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   .

   The debtOverview.xls template is stored on the PhixFlow server but you can have a look at copy.

4. Download train.zip and extract the contents to a folder on your computer (indicated as <path> in the following instructions).
5. Open <path>\train\excelTemplates\debtOverview.xls. The file opens with one worksheet, called Formatted Data, which shows how the data will be formatted.
6. If the file is protected, enable editing.
7. There is a another, hidden worksheet. To view it, right-click on Formatted Data and select Unhide.

The Excel file now has a tab called Basic Data. This worksheet is blank ready for PhixFlow to populate it with data. Once the first sheet is populated, you can use the data in other sheets.

Info
When PhixFlow exports data to Excel, it always writes the data to the first worksheet

8. Open the stream view Overall Debt Levels and export the data to Excel. How??
You will see the exported data from PhixFlow in the first worksheet and the formatted output on the second worksheet.

Export stream view data to Excel

1. Open the stream view Overall Debt Levels and check it has data.

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2. In the stream view window, in the toolbar, click 

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   _excel_export _excel_export nopanel true

   .
3. PhixFlow opens the Download Data Options window. Set Use Excel Template: tick then click the Excel icon.
4. PhixFlow opens a notification in the the bottom right of your screen. Click the notification to download the Excel file.
5. Open the Excel file. Unhide the Basic Data worksheet to see the exported source data. Switch to the Formatted Data worksheet and notice that the debt level is colour-coded.

Snapshot of the formatted Excel data:

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