XL97: How to Create a Report Template

ID: Q156449

The information in this article applies to:

Microsoft Excel 97 for Windows

SUMMARY

In Microsoft Excel 97 there is a new feature called a report template. A report template is a Microsoft Excel template that includes one or more queries or PivotTables based on external data. When you save a report template, the external data is not stored in the template. Instead, the data is refreshed each time you open the report template.

MORE INFORMATION

To create a report template, do the following:

1. Open the workbook that contains the queries or PivotTables that are

   based on based on external data.

2. On the File menu, click Save As.

3. In the "Save as type:" list, click Template(*.xlt).

4. in the "File name:" box, type a name for the template.

   NOTE: The destination folder for the template must be either the
   \Program Files\Microsoft Office\Templates or \Program Files\Microsoft
   Office\Templates\Spreadsheet Solutions folder. These folders are the
   default Templates folders. However, the default Template folders on your
   computer may be different depending on where you installed Microsoft
   Office.

5. Click Save.

   The following message appears:

      This workbook contains external data. Do you want Microsoft Excel to
      clear the data before saving the template, and then automatically
      refresh the data whenever the template is opened?

6. Click Yes to create the Report template.

   If you click Yes, the file is saved as a report template, and the
   external data is not stored in the file. If you click No, the file is
   saved as a normal template, and the external data is saved in the
   file. If you click Cancel, the save process is canceled and you receive
   the following message:

      Document not saved

7. On the File menu, click Close.

8. On the File menu click New.

   The report template appears on the General tab or the Spreadsheet
   Solutions tab in the New dialog box, depending on the location in which
   you saved the file in step 5.

9. Click the report template you saved, and then click OK.

   Microsoft Excel opens a copy of the template that contains the updated
   external data.

You can also open the template file directly in Microsoft Excel to refresh and display the external data.

Because the report template removes the external data from the file when you save and close the file, it is smaller in size and secure from users who may not have access to the data source. By default, a template that is not a report template stores all of the data in the file that is based on the template.

REFERENCES

For more information about report templates, click the Index tab in Microsoft Excel Help, type the following text

   report templates

and then double-click the selected text to go to the "Create a template to share external data" topic.

Additional query words: 8.0 XL97 odbc query data source

Keywords          : kbualink97 xlloadsave xltemp xlquery kbfaq
Version           : WINDOWS:97
Platform          : WINDOWS
Issue type        : kbhowto

Last Reviewed: November 5, 1998