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

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  2. Open the properties settings tab for the stream view called Overall Debt Levels. To do this:
    1. First open the properties settings for the  Overall Debt Levels stream. In the model, click on the stream icon.

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