Home
Settings
Organisation Data
Activity Data
Download
How do I complete the XLSX templates?#
If you are using IATI Publisher’s XLSX templates, we recommend exporting your existing data first, then editing it and re-importing the template.
The XLSX templates are split into sheets, which correspond to different data elements of the IATI Standard.
Tips
Not all sheets need populating - focus on completing core data elements first.
Enter activity identifiers on the ‘Settings’ sheet to be able to pre-populate them on other sheets. You don’t need to populate other columns on the ‘Settings’ sheet unless you want to override your default values saved in IATI Publisher.
If you are entering multiple values (e.g. transactions), enter these over multiple rows in the relevant sheet.
Don’t edit sheet or column names, or change the order of columns in a sheet.
Don’t make any edits to the ‘Options’ sheet.
Column colour-coding#
Columns in the XLSX templates are colour-coded based on the number of row entries expected. Note that this only applies if you choose to populate the sheet. Core elements are mandatory, whereas other sheets in the template are optional.
Pink - column expects a single entry
Green - column expects at least one entry, and multiple entries are allowed (e.g. for title narratives in multiple languages)
Orange - column is optional and expects a single entry if you choose to complete it
Blue - column is optional and can have multiple entries if you choose to complete it