Lesson 1 of 7
Export to Excel
Create an Excel export from a SpreadsheetWeb application by uploading a template, mapping named ranges, and assigning the export to a button.
2 min readCreate downloadable Excel workbooks when users need to analyze, filter, or continue working with application results. Unlike a PDF or Word report, an Excel export preserves the output in a spreadsheet format that users can manipulate after downloading it.
Prepare the Excel export template
Create a separate Excel workbook that defines the layout of the exported file. Add named ranges to the template wherever application data should be inserted.
Use names that correspond to the source ranges in the application workbook when possible. For example, a template range named ClientName can receive the value from the application's ClientName range. The source and template ranges are mapped after the template is uploaded.
Configure the Excel Export process
- Open the application in the Designer and add an Excel Export process.
- Enter a friendly name. This name identifies the process while designing the application and is not shown to end users.
- Choose how the downloaded file will be named:
- None lets SpreadsheetWeb generate a randomized filename.
- Static uses the same filename for every export.
- By value of builds the filename dynamically from an application field.
- Configure when the process is enabled. It can run always, remain disabled, or depend on the value of a Boolean output.
- Upload the prepared Excel template and save the process.
Map the export ranges
Open Export Ranges for the new process. SpreadsheetWeb detects template named ranges that match ranges in the application. Review the detected mappings and make sure every exported cell or block points to the intended application value.
Consistent range names reduce manual mapping and make the relationship between the calculation workbook and export template easier to maintain.
Add the export to the user interface
- Open the User Interface Designer.
- Select or add the action button users will click to download the workbook.
- In the button's events, add the Excel Export process by its friendly name.
- Preview the application and enter a complete test scenario.
- Select the export button and open the downloaded workbook.
Verify that the expected application values appear in the mapped template ranges and that the resulting filename follows the selected naming rule.