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Creating Custom Content

The great thing from using Excel as our delivery platform is that you already know how to use it. When you open a workbook, all the things you know about Excel still apply.

This means you can open a workbook from the Content Database, make changes to it. If you're proficient with Excel, you can adapt the workbooks we provide and edit them with

  • different logo
  • other color theme (or create yourself)
  • Edit, add and delete charts
  • Insert new pages with custom calculations to fit requirements.

When you have write access to a Subscription Database you can save that workbook to EXL Cloud as a 'Connected Workbook'. That means workbook when it is opened again, it can pull current data from cloud systems like Xero.

Once you store a workbook outside EXL CLoud it will be just another workbook. It still holds the data you pulled, but it is no longer a 'connected workbook' that can pull data off cloud systems.