Excel Template File

Overview

An Excel Template report is defined by a definition (template) file that specifies how the report should be created. Each template file must contain a "select sheet", a "Main Sheet" and one or more "Definition sheets".

• Select Sheet

Like the DocumentDistribution file, the select sheet contains selection definitions. Selections defined in the template file are local and can only be used by the current report request.

• Main Sheet

This sheet contains a list of definition sheets to execute. The main sheet allows you to specify a selection that applies to the definition sheet and also a banding value. Specifying a banding field will cause "Sheet Level" banding to be applied.

• Definition Sheets

Each definition sheet is a template of the sheet that will be created when the report is executed. The sheet contains cells that are copied "as is" without any changes as well as cells that are "evaluated". Cells that are evaluated can contain chart exports, or text that contains substituted values.

Select Sheet

This sheet contains local selection definitions used by the current report. Each selection consists of one or more steps that share the same selection name.

Main Sheet

SheetName	SheetExistsAction	Banding	Selection	Definition
Member Totals			Clear	MbrTotals
Mbrs by <band>		MBR_BRANCH_NAME		MbrTotalsByBranch