Advanced Excel Export Settings

Digital Signature

This option is available for Table and Summary exports and allows you to embed the currently selected digital signature to the exported Excel file (XLSX/XLSM). By adding a digital signature, you establish the authenticity, integrity, and non repudiation of the export output.

Certificate...

Select this button to display a Select Certificate dialog. Options will allow you to digitally sign with a valid X.509 Certificate (an existing Certificate selected from the Current User's Certificate Store or from a Certificate file).

Add AutoFilter drop down lists to column labels in the Table

This option enables the Excel AutoFilter feature, ready and active when you open the exported Excel file.

Note: Monarch Complete does not apply an AutoFilter when it adds data to an existing worksheet. Overwriting an existing sheet falls into this category. In this case it preserves the worksheet (since there may well be hidden data, macros, etc, associated with the worksheet) and overwrites the old named range data with new named range data. Since two AutoFilters cannot exist on the same worksheet, Monarch Complete makes no assumptions regarding an existing AutoFilter and does not apply one.

Include Pivot Table sheet

This option is available for Table exports to Excel 2007 (XLSX) files.

Fields Tab

Use this tab to select the desired pivot field(s)

Options

Use this tab to select the pivot options (see Pivot Table settings below)

Name

By default, the Pivot Table is named “PivotTable”. You can assign a new name to it by entering it here..

Weight

This refers to the Pivot Table style weight that will be applied when the Pivot Table is rendered in Excel. There are 3 options: Light, Medium and Dark. The weight is used in conjunction with the style index.

Index

This is the number of the table format style that will be applied when the Pivot Table is rendered in Excel. Excel has 28 styles available in 3 weights. This style can be viewed in Excel by selecting the “Format as Table” menu item when viewing a Pivot Table.

Apply to row headers

Applies the style settings to the row headers of the Pivot Table.

Apply to column headers

Applies the style settings to the column headers of the Pivot Table.

Banded rows

Applies alternate color shading to the rows in the Pivot Table.

Banded columns

Applies alternate color shading to the columns in the Pivot Table.

Show grand totals for rows

Displays grand totals for each row of the Pivot Table.

Show grand totals for columns

Displays grand totals for each column of the Pivot Table.

Digital Signature

This option is available for Table and Summary exports and allows you to embed the currently selected digital signature to the exported Excel file (XLSX/XLSM only). By adding a digital signature, you establish the authenticity, integrity, and non repudiation of the export output.

Certificate...

Select this button to display a Select Certificate dialog. Options will allow you to digitally sign with a valid X.509 Certificate (an existing Certificate selected from the Current User's Certificate Store or from a Certificate file).

Embed the page Setup header in the worksheet title

This option is available for summaries with a defined page setup header. The page setup settings can be modified by editing the summary in the Analyze tab.

Tick this option to embed the page header set in the page setup settings into the title of the worksheet being exported.

Include outline to enable Drill Up/Down in Excel

Tick this option to enable drilling up and down in the Excel worksheet.

Include Formulas to facilitate editing in Excel

Tick this option to include the formula expressions for the subtotal and grand total fields in Excel.

Use conditional formatting if required conditions are fewer than...

Tick this option to set the upper limit for the conditional format rules.