Login

Creating Excel Export Schema Templates in Docly

Exporting data to Excel (XLSX) files can prove to be a powerful tool for business, offering a familiar interface to analyze data and draw actionable insights. Let's delve into how to set up built-in templates in Docly schemas that produce Excel files as output.

How to Create Excel Files from Docly

Docly offers two distinct methods for creating XLSX files:

  • Creating Excel files from the integrated designer (HTML)

  • Creating Excel files with an XLSX as the template

Creating Excel Files from the Integrated Designer (HTML)

Creating a Single Sheet

To start, create a custom form in Docly. Once your form is set up, navigate to the templates tab and add a template, ensuring that the template ID ends with a .xlsx.

Here is a simple example template:

<table title="Sheet1">
    <thead>
        <tr>
            <th>Header 1</th>
            <th>Header 2</th>
            <th>Header 3</th>
        </tr>
    </thead>
    <tbody>
        <tr data-loop="Items">
            <td>#Field1#</td>
            <td>#Field2#</td>
            <td>#Field3#</td>
        </tr>
    </tbody>
</table>

Adding More Sheets

If you wish to add more sheets, just include additional table elements to the output, specifying each sheet's title in the "title" attribute. Here's an example:

<table title="Sheet2">
    <thead>
        <tr>
            <th>Header 1</th>
            <th>Header 2</th>
            <th>Header 3</th>
        </tr>
    </thead>
    <tbody>
        <tr data-loop="Items2">
            <td>#Field1#</td>
            <td>#Field2#</td>
            <td>#Field3#</td>
        </tr>
    </tbody>
</table>

Styles in Work Sheets

Docly supports the following styles in Excel:

  • background-color

  • color

You must place the styles within the style attribute, as shown:

<td style="background-color:#ff7722">#Field3#</td>

Creating Excel Files with an XLSX as the Template

Creating a Single Sheet

First, create a custom schema in Docly. Then, navigate to the templates tab, add a template, and upload your Excel file. Again, the template ID should end with a .xlsx.

Unlike the previous method, this approach allows you to use an existing XLSX file as a template, which can contain any objects and format you desire. Binding the values with the same HashJS syntax:

And there you have it! With these simple steps, you can quickly create built-in templates for exporting data to Excel from Docly. Happy data crunching!

More details