[Affinity Publisher] - Data Merge Manager

[kameit00]

I have a template, that I use to generate a PDF.
The content of the PDF is in an Excel File.

Everytime I update the Excel, I have open data manager and load the Excel for every 'template page' I configured.
Can I save this data merge manager configuration in the template, so I don't have to load the Excel many times every time I want to generate a new PDF?
So that I can -> load my Publisher Template, open data merge manager (and it is prefilled with the configuration of my updated Excel) and press generate.

Thanks in advance and best regards
Kai

[walt.farrell]

Welcome to the Serif Affinity forums, @kameit00.

I'm not sure I understand the structure of your file well enough to provide an answer. Could you upload your .afpub file and .xlsx file here for us to look at? (If you can't provide it publicly, and it's still needed after others help you, one of the moderators can provide a private upload link so only they can see it. Or, alternatively, perhaps you could provide some sample data rather than real data, that we can see.)

But I'm a bit puzzled, because if you Save the .afpub file after you generate the PDF, the Data Merge configuration is saved with it, in my experience. So it shouldn't be necessary to reestablish it in the future.

[Old Bruce]

There is the original file which is saved on my hard drive. i it use to generate a Publisher file with the CSV (XLSX for your case) information in it. I update the spreadsheet and make a new CSV file and then open the original file and update/relink the CSV file then generate a new Publisher file with it.

Not sure what you mean by 

3 hours ago, kameit00 said:

I have to open data manager and load the Excel for every 'template page' I configured.

In my experience I load one CSV file once for the entire Publisher document to be updated. I never ever change the names of the spreadsheet's header row or add new columns of data or delete columns of old data. The spread sheet is saved into the same directory as the Publisher file to keep things simple. I don't use a template file though, just a regular Publisher document.