Collecting data
Open a template in Use mode and pull live project data into your workbook.
Collecting is the everyday job in Calc: open a template, click Collect, and your workbook fills with the project's data - structured into sheets, with charts that draw themselves.
Open a template to collect
Pick the project
On the Calc tab, click Projects and choose the project you are working on. The ribbon shows the selected project and its configuration.
Open a template
Click Templates, find the template you need, and choose Open. It opens in Use mode - the Data group with Collect appears.
Collect
Click Collect. If the template has any filters that need input, Calc asks for them first. Then it:
- pulls the matching data from the project for each table in the template,
- writes it into structured sheets at each table's start cell,
- applies the table's sorting and grouping,
- binds any charts to the collected data so they populate,
- runs any macros set to run after Collect.
Collect as often as you like
Collect is repeatable. If the project data changes - new boreholes from the field, corrections in Manage - just Collect again to refresh the workbook.
Review your results
After collecting you will have one sheet per table (for example Location Details or Sample Information), populated with live data, plus any charts drawn from it. From here it is a normal Excel workbook: calculate, format and report as you like.
In this section
Last updated 17 June 2026