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Creating a Layout File Using Excel

You need to create a layout file before you can attach it to a custom print layout. This topic describes how to use Microsoft Excel to create the layout file. You can also use Microsoft Word. For more information, see "Creating a Layout File using Word".

To create a new layout file using Excel

1. Create a new Excel document.
2. Attach the XML Schema corresponding to the Proliance document or register you wish to print.

For more information, see "Attaching an XML Schema to an Excel Document".

3. Insert the XML Elements corresponding to the document fields that you want included in the report.

For more information, see "Inserting XML Elements (Excel)".

4. Format the cells in the worksheet, if necessary.

Note: For XML date fields, Proliance will ignore any date formatting applied to the cell and instead will use the localized date format defined in Proliance.

5. Save your layout file as XML.

Be sure to use Save as... and select the file XML Spreadsheet. Do not save it as an Excel worksheet.