Page Comparison

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:

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.

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

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   title How?
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2. In the stream view, click the toolbar icon 

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3. PhixFlow opens the Download Data Options window. 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.
   1. If necessary, enable editing.
   2. Unhide the Basic Data worksheet to see the exported source data.
   3. Switch to the Formatted Data worksheet and notice that the debt level is colour-coded.

Snapshot Screenshot of the formatted Excel data:

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