> For the complete documentation index, see [llms.txt](https://university.gonexa.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://university.gonexa.fr/doc/en/advanced-features/pdf-excel-powerpoint-templates/create-excel-template.md). # Create an Excel document template Create a document template in XLSX input format {% embed url="" %} This training is broken down into **4 steps**: * Creating a table in Excel * Making calculations (average, maximum, sum…) * Creating a formula * Inserting a pivot table {% hint style="info" %} **Prerequisites** * Know how to build a Word template * Have created a document template with a child object {% endhint %} ## Create a table in Excel From the document template, add tags on the main objects as you wish using the assistant panel. To add tags on a child object, you must first have configured a child object in the document template. {% hint style="warning" %} **Tip** Define the print area of your Excel sheet so that all elements appear on a PDF page at generation. View the final version by switching your Excel file to Page Layout view. {% endhint %} ### Add a table * Insert a header row in your document with the column titles * In a second row, insert the tags on the child object using the assistant * Select the table, then from the Insert tab, click Table * Check the "My table has headers" box if you have already set them up, and click OK * Once the table is created, go to the Table tab. * In the Table Name box, name it with the label of the child object configured in Salesforce. (E.g. QuoteLineItem) Save, upload your document to Salesforce and test it. ## Make calculations (average, maximum, sum…) Make calculations such as the average, the maximum and the sum related to your table. ### Enable the Total Row * Select the table you already created * From the Table tab, check the "Total Row" box * An additional row appears * Select the new cell and click the arrow to choose the type of calculation to perform: average, maximum, minimum, sum… Save, upload your document to Salesforce and test it. ## Create a formula Avoid creating a formula field in Salesforce and add the logic directly in your Excel document. ### Enable the total row * Insert a column in your table and give it a name * In the row of the new column, insert your Excel formula starting with "=" * Select the cell(s) involved in the calculation and build your formula in the following form: `= C17 * 0,20` {% hint style="warning" %} **Tip** Apply the expected number formats (general, currency, fraction, time, date…) so that the correct format appears at generation. {% endhint %} Save, upload your document to Salesforce and test it. ## Insert a pivot table Display a chart and cross-referenced information dynamically in your document, on a separate sheet. ### Create a pivot table * Select your table * From the Insert tab, click PivotTable * In the "Create PivotTable" pop-up, check "New Worksheet" to display the report on a separate worksheet, and click OK. * On the new sheet where your pivot table will appear, check the boxes of the table fields you want to show in your pivot table * Move the fields into the target areas (filters, columns, rows and values) by dragging and dropping them. * Click the i next to the item to choose how it is summarized: sum, average, maximum… Save, upload your document to Salesforce and test it. {% hint style="danger" %} **Warning** You cannot add Gonexa Doc tags on the same sheet as your pivot table. {% endhint %} ### Add a chart * With your pivot table selected, select the chart you want to display. * Place it on the page where you want it. 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