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:

Open the model Dashboards and Forms 01-08: Views, filters and dashboards
Go to the Stream Overall Debt Levels, and open the configuration form for the view Overall Debt Levels
Go to the Advanced tab
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
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; formatted cells are found on the worksheet Formatted Data.
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

Remember (from the User Course) that the template associated with a view can also be used when creating an HTML export of data.

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