Welcome to the Datarails Template Library – your shortcut to faster, smarter financial planning. Skip the hassle of creating files from scratch by downloading ready-to-use Excel templates that are already connected to your database. Start working immediately and customize them to fit your needs.

This article will guide you through Datarails Template Library features, including how to download and import templates, how to filter and search for specific templates, and what to do when the import button is disabled.

What is the Template Library?

The Template Library contains a variety of report templates designed to streamline your reporting process. You can either:

• Download templates to your desktop, or
• Import templates as a new Filebox.

Why Importing a Template is Best Practice

Importing templates as a Filebox is recommended because:

• You receive a Filebox with all it's configuration, including Data Mapper, tag configurations and Auto-Calculate settings. 
• The Filebox is ready to use immediately in your workspace.
• When imported, the data is automatically inserted into your database, ensuring the template is aligned with your environment.

Steps to Import a Template

1. Select a Template: Browse the library and choose a suitable template.

2. Click Import: Tag the Filebox based on the context, such as:

   • Year and budget cycle

   • Months or other relevant tags
     

3. Start Import Process:

   • After clicking import, a notification will appear.
     

   • The Filebox will be added to your workspace shortly, ready to use.
     

   • The template will be downloaded to your desktop as an Excel file.

Template Library Card Structure

Each template card contains the following details to help you select the right template:

• Header: Title of the template
• Short Description: Purpose of the template
• Tags: Relevant categories like year, month, or type
• Uploaded By: Name of the uploader
• Type: Report or template category
• Industry: Industry-specific details

Filtering and Searching

Use filters to narrow your options:

• Filter by industry, such as "construction"

• Filter by type, such as "budget"
• Filter by tag, such as "EBITDA"
• Use the search bar to find templates by name or description

Important Note About the Import Button

The Import Button might be disabled in certain cases. This typically occurs when The template relies on fields that are missing in your dataset. As a result, the template cannot connect to your database.

What to Do If the Import Button is Disabled

• Contact Your Customer Success Manager (CSM): Inform them about the missing fields in your dataset needed for the template.
  
• Check for Missing Fields Yourself: Review your dataset using the data mapper to identify missing fields. Add the missing fields or rename existing fields to match the template requirements.

Key Takeaways

• Importing templates ensures a fully configured, ready-to-use Filebox in your workspace.
• Use the library's filters and search functionality to find the right template quickly.
• If the import button is disabled, collaborate with your CSM or update your dataset to resolve the issue.

By following these steps, you can maximize the efficiency and functionality of the Template Library.

Updated February 18, 2025 16:16