Working with Templates

Modified on Sun, 26 Jul at 4:23 AM

Overview

QQube templates let you reuse a specific set of fields and their arrangement in a Dynamic List or PivotTable.

What a Template Saves

The selected QQube fields.
The field order.
The basic report type and structure.

What a Template Does Not Save

QQube templates do not preserve workbook formatting or filters.

To preserve a fully formatted report with its filters and presentation intact, save and reopen the Excel workbook normally.

Why Templates Are Important

Do not copy a QQube Dynamic List or PivotTable from one worksheet tab to another.

Excel does not create a new connection name when the structure is copied. This can cause QQube to confuse the copied object with the original when the workbook is refreshed.

Recommended Method

Use a QQube template whenever you need to create another report with the same fields and structure. This allows QQube and Excel to create the report with its own valid connection.

QQube Built-In Templates

QQube provides at least one Dynamic List template and one PivotTable template for every analytic.

Select a Template

QQube Excel Add-In template selection screen

Sales Detail Template

This example opens a Dynamic List containing detailed sales records.

QQube Sales Detail Dynamic List template

Sales Analytic Template

This example opens a PivotTable designed for sales analysis.

QQube Sales Analytic PivotTable template

Create a Custom Template

The easiest method is to begin with an existing QQube template and then use the Select Assistant to add, remove, or reorder fields.

1. Modify an Existing Template

Open the closest matching QQube template and adjust the selected fields in the order required for the new report.

QQube Select Assistant used to modify fields before saving a template

Versions Earlier Than 7.6

QQube versions earlier than 7.6 displayed the Save Template option in the location shown below.

Save Template in the Qube Excel Add-In Version 7.x

2. Select Save Template

Select the floppy-disk icon to save the current field configuration as a new template.

QQube Excel Add-In Save Template floppy-disk icon

3. Name and Save the Template

Enter a descriptive personal name and select Save.

QQube dialog box for naming and saving a custom template

4. Reopen the QQube Excel Add-In

The custom template appears in the template list the next time the QQube Excel Add-In is opened.

Custom QQube template displayed in the Excel Add-In template list

Expected Result

The custom template can be reused to create new QQube reports with the same fields and field order, while allowing Excel and QQube to create a valid connection for each report.