Have you every wondered if there is an easy way to create custom Excel templates for your SAP ERP HCM reports? There is.

by Margaret Hein

November 22, 2011

by M.S. Hein, HR Expert

This excerpt (below) is from the HR Expert article Create and Store Custom Excel Templates for Your SAP ERP HCM Reports,” by Owen McGivney, published November 2011.

Owen McGivney’s HR Expert article about using Excel to customize and store SAP ERP HCM reports is chock-full of useful information about how users can easily create and save SAP ERP HCM reports in Excel to be used later — and over and over again.  It’s a great, creative, easy time-saving tip that you'll love.

In this sample from his article, Owen discusses the two different kinds of custom templates. Here, he talks about creating client-wide templates.

Custom Templates

There are two different types of custom templates: client wide and lay out specific. The difference between the two is that client-wide templates are available to all reports whereas layout-specific templates are restricted to one specific report.

To understand this better, let’s use the following business scenario. In this example, you are responsible for producing a number of regular printed reports in Excel that are exported from the SAP ERP HCM system. You would like to apply a consistent range of print settings to these exported reports, such as a standard company logo, header, footer, and page layout. To do this, you set up a client-wide template which is then used as the default template every time you produce a report from your SAP system. This ensures that when you print these reports they automatically have the same consistent look. Figure 1 shows a simple print layout formatted with standard company logo and heading data.


Figure 1 A client-wide template (Excel print preview showing company logo and header details)

(If you are already a subscriber to HR Expert, go here to read  the complete article: Create and Store Custom Excel Templates for Your SAP ERP HCM Reports.)

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