Creating the Excel Template

Most of the time, you do not need to start the Excel template from scratch. You already have an XLSX file that contains the data the way users want it to look like. In this example, it is supposed that some users want a final report that looks like the file Samples/1 – Your First Report/1 - Target report.xlsx.

The core feature of Excel reports is how PPM can replace placeholders in the report template at run time and transform the template into the final report. Follow these steps to add placeholders on that template:

  • One ${TITLE} placeholder right after the report title. This will be replaced by whatever value with input in the Report Title field when submitting the report.
  • One ${RPT_TIMESTAMP} placeholder in place of the report creation time. This is a built-in token that is passed by PPM to the template and contains the report creation time.
  • One ${TITLE} placeholder in the Spreadsheet Name tab, in order to have the Excel Spreadsheet named with whatever value with input in the Report Title field when submitting the report in PPM.

The result of these simple changes can be viewed in the file Samples/1 – Your First Report/2 - Template with simple placeholders.xlsx.

If you want to learn how to list all the names that can be used as placeholders in your Excel template, you can jump directly to Debug Mode: How to View What Data is Passed to Your Excel Template.