--- title: How to Create a Spreadsheet Template description: Setup a spreadsheet template to receive data or charts from your data sources. --- [Skip to content](https://helpcenter.slideform.co/how-to-create-a-spreadsheet-template#main-content) English Show submenu for translations ![Slideform\_logo\_master-1.png\]](https://helpcenter.slideform.co/hs-fs/hubfs/Slideform_logo_master-1.png?width=50&height=50&name=Slideform_logo_master-1.png) - [Home](https://slideform.co/index.html) - [Integrations](https://slideform.co/integrations.html) - [Pricing](https://slideform.co/solutions.html) - [Blog](https://slideform.co/blog/) - [Log In](https://app.slideform.co/) Open main navigation Close main navigation - [Home](https://slideform.co/index.html) - [Integrations](https://slideform.co/integrations.html) - [Pricing](https://slideform.co/solutions.html) - [Blog](https://slideform.co/blog/) - [Log In](https://app.slideform.co/) - English Show submenu for translations - [Go to slideform.co](http://slideform.co/) [Go to slideform.co](http://slideform.co/?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Slideform Help Center](https://helpcenter.slideform.co/?hsLang=en) 2. [Templates](https://helpcenter.slideform.co/templates?hsLang=en) 3. [Create a template](https://helpcenter.slideform.co/templates?hsLang=en#create-a-template) # How to Create a Spreadsheet Template ## A spreadsheet template is a target sheet that will receive data or charts from your data sources. If you use Google Sheets, [Authenticate with Google](https://helpcenter.slideform.co/how-to-authenticate-your-google-account?hsLang=en)to easily pull in your sheet template. ### Step 1: Create placeholders in a template sheet ### Slideform uses curly braces, {{ and }} , to identify placeholders, called "pragmas", that will be replaced in the output spreadsheet. Any other text or data in the sheet will remain the same in the output. You can create placeholders on different tabs/sheets within the spreadsheet workbook. ### **Tips for creating placeholders:** - **Data tables**: Type the placeholder, like {{data:name}} , into the top left cell of the area that you want the data to be filled in. ![fill\_data\_in\_sheet](https://helpcenter.slideform.co/hs-fs/hubfs/fill_data_in_sheet.gif?width=450&height=447&name=fill_data_in_sheet.gif) When you configure the data mapping, you can pull in specific columns from a larger data table, apply any filters from the data source, and sort the data before embedding.  - **Charts**: Type the placeholder, like {{chart:name}} , into the top left cell of the area where you want the chart to be placed. - **Text, numbers, KPIs**: Type the placeholder, like {{KPI\_name}} , into the cell where you want that text or number to be filled in. ### Step 2: Upload your template Log into Slideform and use the main menu to navigate to **New Project.** Enter a name and description for your project, then upload the template spreadsheet file. There are many ways to connect your template to Slideform: Select the file from Google Drive or OneDrive, or enter the Google Sheets URL, or upload an Excel file. Slideform will read in the template and display a list of the placeholders. **Save the template at the bottom of the page before continuing.** After saving, the template will appear as a card on the projects page. Choose **Configure Data** to return to the template and finish setup. The next step is to match the data to each of the placeholders in your template.  ### Additional steps to automatically export data to a spreadsheet: 1. [Connect a data source](https://helpcenter.slideform.co/how-to-connect-a-data-source?hsLang=en) 2. [Configure the data mapping](https://helpcenter.slideform.co/data-mapping?hsLang=en) 3. [Set a schedule](https://helpcenter.slideform.co/set-a-schedule-for-recurring-presentations?hsLang=en) Contact us at support@slideform.co for help 😀   - [Getting started](https://helpcenter.slideform.co/getting-started?hsLang=en#main-content) - [Pull data from a Dashboard](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-dashboard) - [Pull data from a Spreadsheet](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-spreadsheet) - [Pull data from a CRM](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-crm) - [Pull data from a Database](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-database) - [Data Sources](https://helpcenter.slideform.co/data-sources?hsLang=en#main-content) - [Data Source Setup](https://helpcenter.slideform.co/data-sources?hsLang=en#data-source-setup) - [Advanced Data Source Configuration](https://helpcenter.slideform.co/data-sources?hsLang=en#advanced-data-source-configuration) - [Templates](https://helpcenter.slideform.co/templates?hsLang=en#main-content) - [Create a template](https://helpcenter.slideform.co/templates?hsLang=en#create-a-template) - [Manage templates](https://helpcenter.slideform.co/templates?hsLang=en#manage-templates) - [Projects](https://helpcenter.slideform.co/projects?hsLang=en#main-content) - [Output Settings](https://helpcenter.slideform.co/projects?hsLang=en#output-settings) - [Bulk Mode](https://helpcenter.slideform.co/projects?hsLang=en#bulk-mode) - [Account](https://helpcenter.slideform.co/account?hsLang=en#main-content) - [Personal account settings](https://helpcenter.slideform.co/account?hsLang=en#personal-account-settings) - [Admin settings](https://helpcenter.slideform.co/account?hsLang=en#admin-settings) - [AI Analyst](https://helpcenter.slideform.co/ai-analyst?hsLang=en) - [Home](https://slideform.co/index.html) - [Blog](https://slideform.co/blog/) - [Help Center](https://helpcenter.slideform.co/) - [Security](https://trust.slideform.co/) - [Terms of Service](https://slideform.co/terms.html) - [Privacy](https://slideform.co/privacy.html) [![slideform logo](https://helpcenter.slideform.co/hs-fs/hubfs/Slideform_logo_text_black.png?width=223&height=50&name=Slideform_logo_text_black.png "slideform logo")](https://slideform.co?hsLang=en) slideform.co Help Center Copyright © 2025, Slideform Inc.