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Question

Customize an Excel export?

  • February 11, 2025
  • 3 replies
  • 36 views

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We would like to create a customization that takes the output of a given screen (let’s assume sales quote or estimate) and have it export a customized excel spreadsheet with that information.

In our use case, we need to have several tabs in the exported file pre-defined (sort of like a template) and on one of the tabs the data from the screen being exported needs to be formatted a particular way (sor of like a stylesheet).

I had thought about using a report as an intermediate step (where you have a little bit more control over the excel export) but I’m unaware of a way to have that result in multiple tabs. (incidentally, is there a way to “style” the exported cells from a report?)

Thanks

3 replies

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  • Captain II
  • 556 replies
  • February 11, 2025

This blog post shows how you might accomplish that in one step:

https://www.acumatica.com/blog/how-to-build-a-custom-excel-export-process/

 


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  • Author
  • Jr Varsity II
  • 40 replies
  • February 11, 2025

This is really helpful, thanks… I knew I saw something somewhere about this which is what made me think it was possible.

 

Any thoughts on how a template for the other sheets (in our case basically an instruction and summary tab) might be implemented in an extensible way?

 

THANKS!


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  • Captain II
  • 556 replies
  • February 11, 2025

Alas, I haven’t explored how strong the integration to Excel is with that library. The big thing, in my mind, to make it extensible is to come up with a way that the template can store the instructions that the engine needs to follow. IOW, how will your engine know what data to put where?

If the Excel library isn’t able to leverage Excel’s internal logic for copying formulas across columns and down rows for you automatically, then you’ll have a lot or work to do. And if the library doesn’t do formatting (cell colouring, box lines, etc) then your outputs are going to be plain or constrained in terms of appearance.

I’m not sure if Velixo would be able to help you here but it’s worth taking a look at.

Edit: It looks like many formatting options are available


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