Excel template components

An Excel template consists of a property table and a corresponding rule table.

1. REQ_default_excel_template.xlsm — located in the TC-ROOT/install/data directory.
2. Property table — contains tags that call the properties whose values are exported to the output files based on the template.
3. Rule table — contains key fields that define rules for filtering the properties tagged in the same row. The key fields are Level, Relation, Type, and TransferMode. They are not exported to the output files.

Caution: Properties with dynamic and cascading lists of values (LOVs) cannot be modified with live Excel.

In addition to properties and rules, an Excel template controls the overall appearance of its output files. You can use related Excel features to set up the template's page layout, including header and footer, and to apply cell formatting and styles (color, font, shading). The layout, formatting, and styles are applied to the exported data in the output files. You can also add static text, such as corporate boilerplate and column headings, to appear in the output files.

Note: Siemens Digital Industries Software does not recommend applying formatting, conditional or otherwise, to empty cells.

Related Topics

• Tagging properties for export to Excel
• Defining rules for filtering properties