Loading Internal Templates

If you have been given an Excel file that has been created in the Excel Extension then you can load this file by using the Load option on the report form.

Once selected the report will be loaded into Excel and then can be saved using the methods described in the saving reports section.

Loading Reports Downloaded from the Bentley Knowledgebase

If you have downloaded a report component from the Bentley Knowledgebase you can import this into OpenGround Cloud ready for use by selecting Import Component from the Project Configuration tab or the Configuration Pack tab.

Import Excel Report Templates via the Configuration Pack Manager

Import Excel Report Templates via the Project Component Import

Loading Excel Workbooks and OpenGround Cloud Reporter Sheets

You can load any Excel workbooks you already have but you may need to do a little preparation work before you do so.

The Extension will take the first sheet on your workbook and convert this to the template sheet and mark all other sheets as protected (see Adding Additional Worksheets).

If you have a OpenGround Cloud Reporter sheet then you need to manually prepare it for loading into the Extension BEFORE you load it.

Delete the "parameters" sheet and the "headers" sheet from the workbook.

Once you have deleted these two sheets you will also need to delete a number of named ranges that the OpenGround Cloud Reporter used. Select name Manager from the Excel Formulas Ribbon and delete all the names that have #REF in the Refers To column.

You will also need to delete the "Table1" name.

Save the workbook as an XLSM sheet with a new name.

You can now load the workbook into the Extension using the Load button on the Reports form.

Select the cell that contains the first header from your Reporter sheet and add a table into that cell. Now add the fields in the way described in the Selecting Data section of this guide.

Use the chart form to redefine how the charts will be populated by the Extension.