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> User manual #@IC_HTML@# > More

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====== Create and customize Excel templates ======

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#@IC_HTML@# allows you to export the contents of a test plan directly into a Microsoft Excel workbook. All you need is an excel template file (.XLT) formatted as described below and Microsoft Excel on the computer on which the export is performed. Using the template, #@IC_HTML@# creates an Excel file (.XLSX, more file formats coming soon) with the test plan parameters you specify.

{{ :en:infra-convert:user:interface:excel-export_workflow.png?direct&300 |}}

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The supplied test report templates are installed by default in the location opposite.

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<code>
%ProgramData%/ELIAS GmbH/infra-Convert/ExcelReports
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Excel templates can be set up and formatted according to your wishes. You can customize the templates provided or create new templates. Place the templates in the folder named //ExcelReports// above. When exporting test plans, these templates are available, see Functions > Export > [[en:infra-convert:user:functions:cplanexport#arbeitsablauf|Export test plan]] > Step 2d.

#@IC_HTML@# writes the inspection characteristics line by line, this means among themselves. Name the first cell in the column to be filled with a value with one of the variables from the table below. How to define names in Excel is described in Microsoft Office Help here: [[https://support.office.com/en-us/article/define-and-use-names-in-formulas-4d0f13ac-53b7-422e-afd2-abd7ff379c64|Defining and Using Names in Formulas]].

{{ :en:infra-convert:user:interface:excel-pruefbericht_erstellen.png?direct&800 |}}

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Various variables are available to describe the inspection characteristics with their properties.

|< 100% 20% 40% 40% >|
^  Name  ^  Description  ^  Reference  ^
^ StampText | Stamp inscription | More > Terms > [[en:infra-convert:user:terms#stamp_stamps|Stamp/stamps]] |
^ Requirement | Complete requirement, individually formattable for each feature class. | Administrator's Manual > Configuration and Import > Parameter file "CharacteristicClasses" > [[en:infra-convert:dev:characteristicclasses#Formatting the export variable "Requirement"|Formatting the export variable "Requirement"]] |
^ NominalValue | Value of the nominal value* | More > Terms > [[en:infra-convert:user:terms#measurement_sizes|Measurement (sizes-)]] |
^ UpperTolerance | Upper Tolerance* | More > Terms > [[en:infra-convert:user:terms#measurement_sizes|Measurement (sizes-)]] |
^ LowerTolerance | Lower Tolerance* | More > Terms > [[en:infra-convert:user:terms#measurement_sizes|Measurement (sizes-)]] |
^ CharacteristicType | Merkmalstyp (variabel, attributiv) | More > Terms > [[en:infra-convert:user:terms#en:infra-convert:user:terms#characteristic_test-_quality|Characteristic (test-, quality-)]] |
^ Class | Characteristic class | More > Terms > [[en:infra-convert:user:terms#en:infra-convert:user:terms#class_characteristic|Class (characteristic-)]] |
^ Fit | Tolerance class (specifiction of fits) | More > Terms > [[en:infra-convert:user:terms#tolerance_table|Tolerance table]] |
^ Comment | Comment | User interface > Function window > [[en:infra-convert:user:interface:feature|Characteristic properties]] |
^ ToleranceTable | Tlolerance table | More > Terms > [[en:infra-convert:user:terms#Toleranztabelle|Toleranztabelle]] |
^ ToleranceTableColumn | Tolerance class in Tolerance table (column) | More > Terms > [[en:infra-convert:user:terms#Toleranztabelle|Toleranztabelle]] |
^ DrawingQuadrant | Field division | More > Terms > [[en:infra-convert:user:terms#drawing_sheet|Drawing sheet]] |
^ SpecialCategory | Category | More > Terms > [[en:infra-convert:user:terms#category_characteristic|Category (characteristic-)]] |
^ Tags | Label/Tag | More > Terms > [[en:infra-convert:user:terms#label|Label]] |

* Nominal and tolerance values are output as a text string to match the representation in the specification on the drawing. If you want to continue calculating with the numeric values, it may be useful to convert the strings into numbers. You can use the Excel [[https://support.office.com/en-gb/article/wert-funktion-257d0108-07dc-437d-ae1c-bc2d3953d8c2|VALUE]] function for this.

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**Go to previous page**\\ 
Export drawing from the CAD system > Siemens PLM > [[en:infra-convert:user:cadexp:solid_edge_2019|Solid Edge 2019]]
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**Go to next page**\\ 
More > [[en:infra-convert:user:collectdrw|Create test plans from a collective drawing]]

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