To make the XLSX publishing work, you need to:

1. Create an Excel template – Described in Build New Excel Template.

2. Upload the template – Described in Set Up Publishing Templates.

3. Test it – Create a new Quote or other document, save it and export it to XLSX. Check that your variables are filled with real values.

Notes

• When an Excel template is applied, the Pricefx server will add 3 additional tabs (Data, Header and Meta) into the template and populate them with raw data from the object.

  • Data tab – Contains all lines of the object – all of the Inputs and Results (which are visible in the UI).

  • Header tab – Contains all the Inputs and Results from the header.

• If there is a time field, in the exported Excel file it is always converted to the UTC time (= server time), whereas the UI shows the time according to the browser's timezone.
  XLSX download is different in this respect than Excel Client which shows the same time as the UI.

• For security reasons (to prevent formula injections), all data cells that contain data starting with = , + , - or @ are prefixed with apostrophe (') in the exported XLSX file.

• It is possible to define that users can download only PDF files (but not XLSX files). For details see Set Up Publishing Templates.

• You can exclude calculation logic elements' results from being exported and printed on the Data tab of the XLSX file. This is useful if these elements contain sensitive data that you do not want to make public.