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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Open the model
Dashboards and Forms 01-08: Views, filters and dashboards
in the workspace.Expand title How? Insert excerpt _open_model _open_model nopanel true - Open the properties settings tab for the stream view called
Overall Debt Levels
. To do this:First open the properties settings for the
Overall Debt Levels
stream. In the model, click on the stream icon.- Then, in the stream properties settings → Views section, double-click on the view called
Overall Debt Levels
.
- Add an Excel template to the stream view. In properties settings → Advanced section → Excel Template box, enter
debtOverview.xls
, then click
.Insert excerpt _finish _finish nopanel true
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