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EXCEL TEMPLATE MANAGEMENT

August 29, 2010

A templates is created by linking an Excel workbook to a SAI report. The advantages of creating this link include 1) retaining the development investment made into the workbook and 2) having an identified master Excel workbook used for a particular purpose.

Below are some commonly used features when working with templates:

  1. To access the template for the purpose of making changes, right click a report and select the ‘design’ option- this will open the template and allow any changes to be saved
  2. To access the template for the purpose of making changes, run the report, change the resulting template and link it back to the report
  3. To abandon the relationship between a report and its Excel template, right click the report and select ‘unlink template’ – this will leave the report unlinked to a template and when run will send the dataset to a new workbook
  4. To link a report to a previously linked template, select the report and then select the ‘…’ button to the right of the ‘Report Template’ text box and then select a template from those available

Craig Juta

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