Excel Considerations
When using Excel as the Template Studio, the following should be considered.
Saving Templates
When a template is saved, use the Template, Save option since this saves the workbook and compiles a list of worksheets in the workbook for other uses.
Copying an Existing Template
To create a new report template from an open template, use the Template, Save As option since this saves the workbook and the configuration to the new template.
Adding/Deleting Rows and Columns
Use the Cells, Insert/Delete option to insert or delete rows or columns so that changes in the position of cells also affect the data connections.
Comments
By default, when a data connection is configured, a comment is added to the target cell. The comment appears as a red mark in the upper right-hand corner of the cell and can be removed if desired.
In Data Connections set Auto Comment to No to turn comments off.