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 viewOverall Debt Levels - Go to the Advanced section
- In field Excel Template specify
debtOverview.xls - Press
- Open the template you just used, 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