Spreadsheet templates allow you to create Matik narratives within Google Sheets. This can be advantageous for data-driven workflows that require flexibility and formulas while maintaining the ability to embed dynamic content. Spreadsheet templates support both Text- and Table- type dynamic content.
Setting up a Spreadsheet Template in Google Sheets
To tag a Google Sheet:
- Right-click a cell and select Insert Note.
- Inside the notes window, type the name of the Dynamic Content (DC) you want to tag, using curly braces notation (e.g.,
{{Dynamic_Content_Name}}). - Tag formatting and sub-content are supported using the standard notation (e.g.,
{{Dynamic_Content_Name|numberformat(2)}}). - Each cell can only be tagged with one piece of Dynamic Content, but you can tag as many cells as needed within the spreadsheet.
Working with Spreadsheet Templates in Matik
To add a spreadsheet template in Matik:
- Navigate to + Add New Template.
- Select Spreadsheets as the template type
- Choose the Google Sheet you want to sync.
- Once synced, your tagged Google Sheet becomes a template in Matik.
When generating content, Matik creates a copy of the spreadsheet and populates tagged cells with the values of the Dynamic Content. If a tag returns a range or table, the values are populated starting in the tagged cell and expand to the right and down. All non-tagged content in the spreadsheet is preserved, and any formulas referencing tagged values will function as expected in the generated file. Additionally, all formatting applied to the spreadsheet and charts, such as bold, italics, and conditional formatting, is maintained.
Google Sheets templates support standard functionality, including syncing with Google Drive, scheduled generation, bulk generation, and bulk generation via CSV upload.
Limitations of Google Sheets Templates
The following features are not currently supported for Google Sheets templates:
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Publishing as a Library item
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Sub-templates
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Slide conditions
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Looping
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Attaching a spreadsheet to an email template (Coming soon!)
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