How to Set the Date Format in an Excel Template

Issue

Need to set the Date Format in an Excel Template.

Solution

Follow the steps below to set the Date Format in an Excel Template:

  1. Locate the template in your computer and open it
    Note: Ensure the template has date fields defined
  2. Locate the Date Field you need to set the Date Format for and right-mouse click on it
  3. Select Format Cells
  4. Select the Date Format
  5. Click OK
  6. Being logged into GPM, go to Reports >> Template Merge
  7. Add Mandatory/Optional Restrictions as required
  8. Click Get Matching Rows
  9. Export the Matching Rows to the Excel template edited above

    For more information see:  How to Export Data to Excel using a Template
  10. The Date Field configured above is displayed with the selected format type
    Note: Date fields with no date format defined will be displayed as a random number, which is Excel's representation of a date.

    Note: Excel displays #### when the cell width is too short, you can either make the cell wider or double click on it to see all the text.