By the end of this section you will be able to:
- Associate an Excel excel template with a view
First you will specify the location of excel templates:
- Click on the Admin button Find System Configuration in the top right of PhixFlow and select System ConfigurationGo to repository browser - this is right at the bottom
- Open this, and find the System Directories tab section
Take a note of what the Template Location property is set to (something like /externalopt/training/landingphixflow/excelTemplates).
You will now use a template in this directory to format one of the views you created:
- Open the model
Dashboards and Forms 01-08: Views, filters and dashboards - Go to the Stream stream
Overall Debt Levels, and open the configuration form for the viewOverall Debt Levels - Go to the Advanced tab section
- In field Excel Template specify
debtOverview.xls - Press
- Open the template you just used :
- 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
- 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
- Press
- Review the template – you will need to unhide the first sheet to see it
- You will see that the first worksheet (Basic Data) is blank - PhixFlow always writes exported data to the first worksheet;
- In this example, formatted cells are found on the worksheet Formatted Data.; but you can use data from the first sheet across any number of sheets - this is purely down to what is achievable in excel
- Open the view
Overall Debt Levels, and export the data to Excel - You will see the exported data from PhixFlow in the first worksheet – and formatted output on the second worksheet
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