Page Comparison

By the end of this section you will be able to:

• Associate an Excel excel template with a view

First you will specify the location of excel templates:

• Click on the Admin button Find System Configuration in the top right of PhixFlow and select System ConfigurationGo to repository browser - this is right at the bottom
• Open this, and find the System Directories tab section

Take a note of what the Template Location property is set to (something like /externalopt/training/landingphixflow/excelTemplates).
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
• Go to the Stream stream Overall Debt Levels, and open the configuration form for the view Overall Debt Levels
• Go to the Advanced tab section
• In field Excel Template specify debtOverview.xls
• Press 
• Open the template you just used:
• If you have sftp access, e.g. via FileZilla, you can retrieve the file from the cloud server from templates directory noted above
If not, a copy of the template is available in the control framework:
• Press Image Removed - Show the control framework in the left-hand menu bar of PhixFlow
• Expand the folder PhixFlow Training
• Double click on the control Excel template to open it
• Go to the Files tab
• Double-click on the template file to open or download it
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

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