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

• Associate an Excel template with a view

First you will specify the location of excel templates:

• Click on the Admin button in the top right of PhixFlow and select System Configuration
• Go to the System Directories tab

Take a note of what the Template Location property is set to (something like /external/training/landing/excelTemplates).
You will now use a template in this directory to format one of the views you created: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 browser, 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 stream view

1. Open the model Dashboards and Forms 01-08: Views, filters and dashboards

...

• 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

...

1. in the workspace.

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2. Open the settings tab for the stream view called Overall Debt Levels. To do this:

   1. First, in the model, click on the stream icon to open the settings for the  Overall Debt Levels stream.

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

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Export stream view data to Excel

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

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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 of the formatted Excel data:

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