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How to

How to


Products: AS-B, Edge Server, Enterprise Central, Enterprise Server, AS-P, Virtual Project Servers
Functionalities: Alarms
Product version: 2024, 7.0
4/17/2024

Creating and Configuring the XLSX Template

You create and configure the XLSX template to get a spreadsheet that suits your needs.

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XLSX Report is a simplification of the Notification report function. Instead of creating trigger-notification objects and report template objects you create a XLSX Report object. The XLSX Template, which contains an XLSX document, is created for you and stored as a sub object of the XLSX report object.

To use the XLSX reports function you need to have MS Excel or similar installed on your computer.

The XLSX report feature support Custom Types.

The XLSX report is a WorkStation feature only.

The XLSX report object

The XLSX Reports object exposes all the report settings, including Trigger and Distribution.

The XLSX template

Defines how the XLSX report is displayed.

XLSX data bindings

XLSX reports data bindings are references to the objects that contains the data. You can have multiple contexts sharing the same data binding if you for example want to have different calculations of the same data.

XLSX reports data bindings are specified in the XLSX template object. The bindings are exposed in the XLSX report object as object paths. The path can be relative or absolute.

XLSX data context and substitution code

The XLSX data context describes the data type. The data context also specifies the properties and columns that are included in the report.

Each data context is represented by a context code, that is, a substitution code, for example <Consumption_Log/>. The substitution code must be copied and pasted into the spreadsheet. The substitution codes for each column are automatically generated by the XLSX report function when the XLSX report is generated or previewed.

To create and configure the XLSX template

  1. Click the XLSX report.

  2. In the Template tab, click Create Template .

  3. Drag and drop the object you want to create reports for, on the Template context tab.

  4. Click

     
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    in the Binding data list.

  5. Enter the name, template data type, and object reference in the Data Configuration dialog box.

  6. Click OK .

  7. Configure the XLSX template in the Context Configuration dialog box.

    For more information, see Context Configuration – Template Tab .

    For more information, see Context Configuration – Calculation Tab .

    For more information, see Context Configuration – Misc Tab .

  8. Click OK .

  9. Click Save .

See Also

  • XLSX Reports Overview
  • XLSX Reports Workflow
  • Creating an XLSX Report
  • Creating and Configuring the XLSX Template
  • Adding the Context to the XLSX Spreadsheet
  • XLSX Report Template Tab
  • Data Configuration Dialog Box
  • Context Configuration – Template Tab
  • Context Configuration – Calculation Tab
  • Context Configuration – Misc Tab