How to Create an Excel Report Based On a View in SpotlightXL?

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Article Summary

This article explains how to convert a SpotlightXL view into an Excel Report using the Design With > Excel Report option. It covers initializing the report with SpotlightMetadata andFinancial Reporting SpotlightData formulas, refreshing to display labels, and basic formatting steps.

  1. In SpotlightXL, navigate to Analyze > Data.

  2. Select a view from the folder structure. Notice that the tab displayed is called Analyze.


  3. Under the Data subtask, select Design With > Excel Report to convert the view into an Excel Report. This action creates a new worksheet named after the view. The menu will update to show Excel Report options, with all data items displaying #REFRESH and cell contents containing SpotlightMetadata or SpotlightData formulas.

  4. Format and lay out your Excel Report.

Note:

If your view uses Display Label, the resulting Excel Report does not display the label initially after conversion. After you click Refresh, the labels appear.