Excel generation
Before we start this project an excel spreadsheet will have to be created.
Open up Excel and follow the steps below.
##How To Insert a placeholder
Method 1
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Select a cell
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Type the placeholder name in the Define Name text box of the cell
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- Press Enter and the placeholder will be inserted.
Method 2
- Right-click the cell where the placeholder is to be inserted and click Define Name…
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The New Name box will appear
- Enter the placeholder name in the Name: text box and click OK. The placeholder will be visible in design under the Placeholder tab
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How to Edit and Delete an existing placeholder
- Go To Formulas tab and click ‘Name Manager’
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The Name Manager box will pop up
- To DELETE a placeholder, select the placeholder and click ‘Delete’ button.
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- To EDIT a placeholder, select the placeholder and click ‘Edit…’ button.
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The Edit Name box will pop up
- To change the placeholder name, enter the new name in the Name: text box and change the placeholder location enter the new cell location in the Refers to: textbox
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How to create repeating placeholders
- Select the cells to be repeated and enter the repeating placeholder name in the Define Name textbox
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Insert the excel template into Infiniti
- Save the excel spreadsheet and create a new project in Infiniti.
Drag and drop the template question onto the question set and choose the excel file you just created to upload.
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The placeholder will be visible in design. ‘Placeholder_Repeat’ is the repeating placeholder and ‘Placeholder_Name’ and ‘Placeholder_Age’ are the placeholders included inside the repeating placeholder.
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- Map the placeholder to the required locations and specify the repeating placeholder under the properties tab of the section/page.
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Note
The above example shows repeating a selection of cells in the excel file. For repeating the pages of the excel file, replace ‘Placeholder_Repeat’ with ‘Sheet1’ placeholder in the Placeholder(s): textbox
How to publish an Excel Project
- Open the project from Manage and click ‘Publish’ button.
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- Select the folder to which the project is to be published and specify the output format required from the Spreadsheet tab.
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- Click Save button
##How to run an Excel project in Produce
- Open the project and enter the values.
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Click Next and then Generate Document.
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Open the generated document
From the above example
If the placeholder mention in the repeating placeholder section in design was ‘Placeholder_Repeat’ then the output will be an excel file with 1 sheet and 4 rows.
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If the placeholder mention in the repeating placeholder section in design was ‘Sheet1’ then the output will be an excel file with 4 sheets and each with 1 row
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Updated about 7 years ago