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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

...

First, specify the location of excel templates.

1. Find System Configuration in the repository browser. It is right at the bottom of the repository list.
2. Open System Configuration and expand 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/data/phixflow/excelTemplatestemplates.

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Specify an Excel template in a stream view

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

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

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

   the 

   1. the  Overall Debt Levels stream

   to open its configuration form

   1. .

   In the
   1. Then, in the stream settings → Views section,
   click on 
   1. double-click on the view called Overall Debt Levels.
   This opens
3. Add an Excel template to the stream view configuration form. In the settings → Advanced section , in the → Excel Template box, enter debtOverview.xls.
4. Press Image Removed
5. Open the template you just used. The template itself is stored on the PhixFlow server but a copy is available in input directory you downloaded, under ...\excelTemplates.
6. Review the template.
   • You will need to unhide the first sheet to see it.
   • The first worksheet is called Basic Data. It is blank because PhixFlow always writes exported data to the first worksheet.
   • In this example, you can find formatted cells on the worksheet called Formatted Data. You can use data from the first sheet across any number of sheets - this is purely down to what is achievable in Excel.
7. Open the view Overall Debt Levels and export the data to Excel.
8. You will see the exported data from PhixFlow in the first worksheet and the formatted output on the second worksheet., 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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