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•Create Template in Excel

•Table Body Design

•Page Layout Design

•Footer Design

•Import Template into EQuIS Professional

 

Excel templates can apply different designs, macros, and/or layouts for many reports in EQuIS. To apply a template to non-crosstab EQuIS reports, see the Export Results of Grid Report to Excel page.

 

For Crosstab reports, Excel templates can apply different formats to the tabbed data, column header, and row header sections. In addition, headers and footers can display information for the EQuIS facility where the report ran.

 

The template Excel file may contain one or more worksheets. Starting in EQuIS 7.22.1, with more than one worksheet, the crosstab export will do the following:

1.Apply the first template worksheet to each tab of the crosstab output. All crosstab output will apply this portion of the template.

2.Preserve and append any additional template worksheets to the crosstab Excel output. This means that users can place notes in those worksheets that will persist in any exported outputs.

 

 

Create Template in Excel

 

Design Report Template

 

Open a new workbook in Excel and save a template, such as Crosstab-Template-All_Locations.xlt.

 

Header Design

 

Headers and footers may be customized to include additional information using field name codes. The field names available for use are listed below. For additional guidance, see Guidelines for Header Footer Syntax.

 

•Any field included in the Crosstab design's Row Headers.

•Any field from DT_FACILITY. These codes correspond to row headers that have been defined in the Crosstab table.

 

1.Insert a logo or other image file into cell $A$1 to $B$3.

 

 

2.In cells D1 to D3, enter the following values to export the FACILITY_NAME, SYS_LOC_CODE and SAMPLE_DATE as header information.

 

 

The template field name codes must first exist in the Crosstab design’s Row Headers or in the DT_FACILITY table.

 

For example, if SYS_LOC_CODE is not populated in the Crosstab Configuration Row Header, it will not populate in the template field. However, this can be added as a row header and the Display value can be set to None to hide it in the output, and the template field will populate.

 

The placement of these fields is the key to getting them to populate. They do not necessarily need to be placed inside the page footer or header; however, they must be placed above the row header columns.

 

The template fields do not use the standard Excel language. For example, the date value, Date: {sample_date:min:$YYYY-MM-dd}, will not populate the year. Removing the ‘$’ symbol allows the complete date to populate.

 

Table Body Design

 

1.Place the cursor and select cell A7. Right-click and select 'Define Name'. This is the location in the worksheet where the top-left cell of the exported table will appear.
 

2.Name cell A7, Data, then immediately click OK (required in order for the name to be applied to the cell).
 

3.Format the rows and columns with borders and shading as desired. To apply a certain style, highlight the target cells with the cursor and choose the style from Cell Styles in the Styles section of the Home toolbar.
 

4.For Crosstab reports, the following styles will be used for that area of the Crosstab report output:

 

 

 

5.Create these styles in the template:

 

•From the Style section of the Home toolbar in Excel, select 'Cell Styles' > 'New Cell Style' or select one of the existing styles, right-click and select Duplicate.

 

 

•Define the Style as one of the Crosstab Design elements listed above. This will define the format of the Column Headers from the Crosstab Design.

•Using the format button and the check boxes, define the style as shown in the following figure.

 

 

Page Layout Design

 

1.To automatically copy the template headers to each page in the Excel workbook, define Print Titles. In Excel, go to the Sheet tab and select Print Titles.

 

 

2.For the entire template design to apply to multiple pages in the output file, delete any additional sheets in the workbook (e.g. Sheet2 and Sheet3). On the Sheet tab, define the Rows to Repeat: $1:$5 as these contain the rows where the log and title information have been inserted. Select OK.

 

Footer Design

 

1.Define the Footer information by following the instructions below.

a.In Excel, go to the Page Layout tab and select Print Titles.

b.On the Header/Footer tab, define the Custom Footer by selecting Custom Footer and the site address, using the codes shown in the image below.
 

2.Save the template again. At this point, the template should resemble the image below.

 

 

3.Close Excel.

 

 

Import Template into EQuIS Professional

 

1.Open EQuIS Professional.
 

2.Open and run any report, and then click the Crosstab button to configure a Crosstab Report.
 

3.In the Crosstab configuration screen, check Use Excel Template. The associated dropdown is activated.

 

 

4.Click Add Template , and a File Upload box will open.
 

5.In the File section, browse to select the saved Excel template file. Add a title and other information, and select Next.*
 
*The file is uploaded to the database and is now available from the Excel template drop-down menu for future use by all users. Any .xlt files added in this way will appear in the dropdown.

 

 

6.In the Crosstab configuration screen, click Go to run the report. The Crosstab Report produced in EQuIS Professional will not contain any evidence of the Excel template at this stage.
 

7.Export the template to Excel by clicking the Excel icon.
 

8.Excel will automatically open and display the report within the template.

 

 

9.To view the footer layout, see the Print Preview.