Build New Excel Template

Owned by Ondřej Tesař
Sept 27, 2024
1 min read

This example uses a Quote as a sample document for export. It shows you how to build a template based on the Pricefx built-in capability to export XLSX files even without a custom template. This way you do not have to create the Excel template from scratch.

  1. Navigate to a list of Quotes, select one, and download it as an Excel file using the Export Excel button below the table.

  2. Examine the Excel file – it has the "Data" sheet (line details of the Quote), "Header" sheet (details of the Quote Header) and possibly other sheets too.

  3. Create a new sheet with some fancy graphics where you leverage the data from the "Data" and "Header" sheets (using Excel formulas to access the data from the sheets with data) or use a preprocessing logic to fill variables with values. For inspiration see the attached Excel example.

  4. When your template is ready, refer back to the sequence of required steps.

See also Requirements for Publishing Templates.

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Pricefx version 13.1