Excel Templates |
  
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Excel Templates |
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If you need to create a family of Excel spreadsheets using similar data, and formatted in the same way, then Excel Templates are the answer.
When you use an Excel Template, eaDocX/Excel will let you choose which package you want to use, which template to use to format that data, and automatically create a new Workbook with your new content.
Step |
Description |
See also |
1 |
Design your template |
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2 |
Select a package in the EA project browser, and choose Specialize / eaXL / Open using template... |
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3 |
Choose the Excel spreadsheet to use as the template |
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eaXL will now: |
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4 |
Take a copy of the template spreadsheet, give it a new name, and save the copy in the same place as a template |
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5 |
Open the copy, and export into it the data from the package you chose at (2) |
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6 |
Excel will then re-calculate all the formulas and charts you created in the report page(s) of the template |
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7 |
You may then save the new eaXL Workbook in EA, just like a normal |
Note that this is a COPY of the template. If you change the template, the copies are not changed, but you can quickly re-create them |