Using Excel Templates


After completing this lesson, you will be able to Attach an Excel file template to an SAP Fieldglass report..

Create a Report Template Using Microsoft Excel

You can create a Microsoft Excel template for attachment to an SAP Fieldglass report. A template is often used to include multiple worksheets with pivot tables, charts, formulas, or formatting in the report output.

Mateo receives a request asking if it is possible to create a supplier dashboard based on WorkingNet’s defined key performance indicators (KPIs). He discusses with Brian and decides to try using an excel template to attach to a report in SAP Fieldglass.

Mateo first builds an SAP Fieldglass report to pull the data needed for the supplier KPI dashboard. Then, he runs the report, exporting as an XLSX file, and saves it locally. Mateo then formats the report worksheet to fit the dashboard needs.

Let’s take a look at how Mateo would attach the newly created excel template to an SAP Fieldglass supplier report he created.

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