Follow

Customizing an Excel Template

To customize the style or layout of your exported specifications, you can adjust the associated Microsoft Excel template. This provides a high degree of flexibility in terms of formatting your finished documents.

Style change

Modifying the title, font, headers and logo of the template is a quick and easy way of improving the output.

Before

After

Click image to enlarge

Click image to enlarge

Modifying the style

  1. Download the default report by clicking on your username and selecting your organisation name.
  2. Scroll down to the Report Templates section and click on the name to download it.
  3. Modify the template. For your first attempt just change the font, the headers and add an image. The image can just be added to the spreadsheet.

Field change

You can dynamically change the layout of your report by changing the fields that the report picks up from RequirementONE.

Before

After

Click image to enlarge

Click image to enlarge

Modifying the body

  1. Download the default report by clicking on your username and selecting your organisation name.
  2. Scroll down to the Report Templates section and click on the name to download it.
  3. Modify the template. Change some of the fields using the list of available fields below, and then re-upload. Test against a particular specification.

Structure of the template

The first cell of the template must contain the Report title.

The second row of the template contains your field titles. These are hard coded with the exception of the custom fields which are substituted using the $ notation described in the "Available Fields" section described below. The third row contains one of the available fields below.

Available fields

Here is a list of the fields available to you. Within this text, available options are noted in square brackets, so [1-9] means that you can use any number between 1 and 9.

Field Description
Preface this list with "%%="
TOCSortOrder Table of Contents sort
TOC Table of Contents
Name Record title
Details Record description
CustomID Custom identifier
Users Users
Attachments The name of the attachment
ReqLinks Links to other records
Created Date created
CreatedByName The name of the person who created the record
Updated Date updated
UpdatedByName The name of the person who last updated the record
ChangeHistory Change history of the records
$CustomField_Name[1-999] Custom Field title
CustomField_[1-999] Custom Field data
$NoteCategory_Name[1-999] Custom Note title
NoteCategory[1-999] Custom Note data

Further help

If you have specific requirements and lack the time or experience to achieve your goal, RequirementONE offer assistance via our Professional Services team for a small fee.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk