Description of the problem

In organized measurement systems, we would like to unify data export across all of our datafiles and ensure that all our exports are made exactly as we'd want them to look in the software we are exporting to.

This solution will go over the key steps needed to optimize Excel export with the use of Templates on an example of a datafile with a 3D Order Tracking graph.


Description of the solution

For the export to template to work correctly, all the recorded and exported datafiles need to have the same structure – the same number of channels and the same dimensions for the vectors and matrixes.


1. Open a datafile containing the order tracking plugin.


2. Go to the Export tab, select MS Excel, then select a template (or create a new one) that you want to edit and click on the Edit template button.


3. The exported Order tracking waterfall data should be visible in the Single value tab in Excel. Select the waterfall data that you want to plot. In this example, the data is in the region from B6 to IW66 (see bottom picture).



4. When your data is selected, click on the Insert tab and select the graph you want to use. In this example, we selected the 3-D Surface graph.


5. Right click on the plotted graph and select the Move Chart option and select where you want to move your graph (usually we would move it to a new sheet).


6. Finally, right click on the moved graph again and click on the Select Data option. Now we can change the Horizontal axis by selecting the order data range. Unfortunately, the names (Speed channel values) for the series have to be changed one by one (left side of the bottom picture).



7. When finished, click the save button to save the changes to template.