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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.

Find the location of Excel templates

1. In the repository, 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.

Specify an Excel template in a

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 settings tab for the

1. view called Overall Debt Levels. To do this:

   1. First, in the model, click on

1. 1. the 

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      icon to open the settings for the  Overall Debt Levels

1. 1.  table.

   2. Then, in the

1. 1. settings → Views section, double-click on the view called Overall Debt Levels.
2. Add an Excel template to the

1. view. In settings → Advanced section → Excel Template, enter debtOverview.xls, then click 

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   .

Export

view data to Excel

1. Open the

1. view Overall Debt Levels and check it has data.

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2. In the

1. view, click the toolbar icon 

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   .
2. PhixFlow opens the Download Data Options window. Click the Excel icon.
3. PhixFlow opens a notification in the the bottom right of your screen. Click the notification to download the Excel file.
4. 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.

Screenshot of the formatted Excel data:

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