Morningstar Office allows you to create templates when using the Microsoft Excel Transactions interface. By creating templates, you can save and pull up frequently used data point structures contained in a Microsoft Excel spreadsheet. Templates are available for all four transaction categories: Client Information, Transaction Information, Security Information, and Price Information.
However, templates are not shared across categories. For example, if you create a template under the Transaction Information category, you cannot load that template in any of the remaining three categories.
This topic covers:
How do I save an Excel transaction template?
After you map Excel columns to Morningstar data points for any of the categories described above in the Microsoft Excel - Transactions window, do the following:
Click the Save Template button. This will launch the Save As dialog box.
In the Name field, type a name for the template.
Click OK.
How do I load a saved template?
To open a template you saved, do the following in the Microsoft Excel - Transactions window:
Click the Load Template button at the bottom of the window. The Import dialog box opens.
Select the template you want to use.
Click OK.
See Also
Importing from Microsoft Excel