Templates

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Templates

The dashboard is based on Excel templates. Mill7 fills data in the background sheets (called Data1, Data2, etc) of the template.

The user can edit the first nine sheets in the Excel template for presentations of the data.

 

Each category has its one template. To edit a template, select the category by activating the appropriate tab, then click the Edit Template button.

 

Update Financial, edit template

 

To edit the graphs, first create a graph in one of the Data tabs, link the graph to the data.

 

Excel, Financial Data, create Graph 1

 

The graph will pop up as an object on the sheet.

 

Excel, Financial Data, create Graph 2

 

Then move the graph to one of the first nine tab pages and rename the tab page.

 

Excel, Financial Data, create Graph 3

 

Save the Excel file as an Excel 97-2003 template (*.xlt) in the Mill7\Reports\Custom folder. File names for the template are prescribed as follows.

 

Financial

Dashboard_GL.xlt

Time

Dashboard_Time.xlt

Progress

Dashboard_WIP.xlt

Compliance

Dashboard_Compliance.xlt

In & Outflow

Dashboard_Flow.xlt