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How to generate Excel workbooks from a template

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How to generate Excel workbooks from a template – tutorial transcript

Welcome to generating Excel workbooks from a template tutorial. This tutorial aims to give you an overview of advanced features of the Excel File Export Block such as how to generate Excel workbooks from a template.

To generate an Excel workbook from a template:

Step 1. Place the Excel Workbook Export Block on the Canvas and connect it to input data, then press on the “New Workbook” button in settings.

Step 2. Select the “Start with a template” option and click the “Select file” button. Then navigate to your template and click the “Open” button.

Step 3. Under “Excel Workbook to be created”, provide the destination folder and name of the file that will be generated from the template. Remember: it should be different from the template’s file name to prevent overwriting.

generate Excel workbooks from a template

Step 4. Click “OK” to confirm.

Step 5. Press the “Pick” button and select where you would like to place the data in your template.

Step 6. Press the “Run with outputs” button to generate a new Excel file from the template.

Analytics Canvas will generate the Excel workbook.

Contents:

  • Excel Workbook Export Block
  • Excel template options

Related Materials:

Transcript – How to generate Excel workbooks from a template

Other resources:

Tutorial – How to export data into an Excel workbook
Tutorial – How to create Excel dashboard templates
Documentation

Length:

1:43

You can download a free trial of Analytics Canvas to follow along with the video.

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