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Excel Template Configurations
Sigma enables you to add an excel sheet template to your reports, to fetch the data based on the dynamic values and formula expressions provided in the excel sheet, with accordance to your needs and requirements.
Let's consider that the following excel sheet template needs to be added to a report. The dynamic values and formula expression provided in the following excel sheet template is based on the data sets available in the demoxl_template table.

Let's see how to add an excel sheet template to a report. For adding an excel sheet template to a report, perform the following steps:

  1. Create a data source with the appropriate data element (e.g. demoxl_template), based on which the dynamic values and formula expressions have been specified in the excel sheet.
  2. Proceed to click Save to save the configured data source.

Note: Ensure that you create the data source using a relevant data element. In the provided example, the demoxl_template DB table is the used data element.

  1. Create a report with the newly created data source (e.g. EXCEL TEMPLATE DS) and provide the necessary configuration details as per your needs and requirements.
  2. Click the Additional Info tab.

  1. In the Additional Info tab, click the Browse Files option and select the relevant excel template sheet, e.g. Template10.

  1. Once the excel template sheet gets uploaded, click Save to save the report.


  1. Access the report in the Sigma Application and then click Run to generate the report.
  2. Download the generated report in the selected XLS format.


The fetched data of the downloaded report is displayed in the XLS file, as shown in the following screen shot:

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