General guidelines for Excel templates

• Users must have at least Read access to all Excel export templates for their projects. A user without such access to one template cannot select any template in the Export to Excel dialog box.
• Excel export templates support multiple-sheet workbooks. Each sheet can specify different objects, rules, and formatting for export to Excel. Each sheet needs its own <start> tag, <end> tag, and rule table.
• User-defined macros are preserved both in static and live Microsoft Office Excel sheets, but not in workbooks.
• Excel templates do not support ActiveX components, OLE embeddings, charts, formulas, and so on. They do support free text and images in the header and footer.
• Out-of-the-box templates have Teamcenter macros. When editing the macro to add custom code, be sure not to remove the Teamcenter macros — removing them can cause issues.
• The template must contain only one <start> tag and only one <end> tag. The <start> tag must appear to the left of the <rule> column.
• All rows containing data tags must be located below the <start> tag and above the <end> tag. Cell content outside the area delimited by these tags is static text.
• All property columns must be located to the left of the rule table. Any cell content to the right of the rule table is not exported to the spreadsheet.

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

• A cell containing a <rule> tag must precede the headings (Level, Relation, Type, and Transfer Mode) in the rule table.
• The sequence of the Level, Relation, Type, and Transfer Mode columns in the rule table must not be changed.
• Additional columns cannot be inserted into the rule table.