2 Excel templates

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:

• Find System Configuration in the repository browser - this is right at the bottom
• Open this, and find the System Directories section

Take a note of what the Template Location property is set to (something like /opt/phixflow/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 section
• In field Excel Template specify debtOverview.xls
• Press 
• 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
• 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