Design your own templates

In addition to the standard templates, Excelerator allows you to create your own templates.

Getting Started - Designer Start

These can be new templates on a blank Excel sheet, or they can be built on an Excel sheet with existing data. Excelerator works by taking or putting data into designated areas on a spreadsheet. These areas are called ranges There is a fixed list or ranges for every Excelerator module. Some ranges are mandatory, and must be created for Excelerator to work, others are optional.

Header Ranges

These are for where there is only one item of data per post e.g Journal numbers, and can only be a single cell.

Detail Ranges

For multiple lines of data e.g Nominal Codes and values. These should be columns of data of the same number of rows

Header/Detail Ranges

Data that can be both header or detail. For example, Purchase Invoice Excelerator allows a single sheet to be either one invoice, or multiple invoices. Supplier code and invoice numbers can be header for the former, and detail for the latter.

Designing Templates

Open Excel, choose the Excelerator Ribbon for the module in question and select Designer Button. You will see the ranges that can be added into the sheet.

Start by adding the Header Ranges.  In the Excel sheet click on the cell where you would like the first range to start and then select the range (e.g. Title) by ticking the box next to the Range Name.  The Excel sheet defaults a Label and adds the Range to the sheet.

Add other ranges by repeating the process until you have all the required Ranges for the header.

Designer showing errors - Excelerator Help 

Mandatory ranges are highlighted in red - all mandatory ranges have to appear on the template. Until all mandatory ranges are added to your template the Ranges will be highlighted in Red and will be flagged in the Validation Summary Pane.  This allows the user to see any issues and resolve them while still in the Designer.

Next we need to add the Detail Range.  Detail Ranges are usually over many rows in the Excel sheet.  Above the field names on the left of the designer is the Range Size input.  Key in the number of rows to be on the template.  Select the cell in the Excel sheet where you want the range to start (NB leave space for the column heading) and tick the box next to the required ranges.

 Designer Define detail range - Excelerator Help

Continue adding ranges until the template is complete. 

DesignerDetailDone 

Note earlier versions of Designer required the user to Add Browse and validate the Template.  Excelerator now automatically controls these options. 

To delete a range, simply un-tick the corresponding box in the Designer.

For tools and option within Designed see also Configure Designer - Tools and Options.

NOTE: When designing for Multi-sheet Excelerators, the range name is linked to the sheet name.  View the correct way to Rename a worksheet and Copy a worksheet within Excelerator.