Export to Excel

Creates Excel files from workflow data.

Overview

The Export to Excel node generates .xlsx files from your data. Use it to:

• Create reports from processed data
• Export data for external use
• Generate formatted spreadsheets
• Export existing Lido worksheets

Parameters

Parameter	Description	Required
Source	Data source type	Yes
Data	Data to export (if source is Data)	Conditional
Worksheet Names	Worksheets to export (if source is Spreadsheet)	Conditional
Export Formulas	Include formulas instead of values	No
File Name	Name of the output file	Yes
File Destination	Where to save the file	Yes
Lido Spreadsheet URL	Override the default spreadsheet	No

Source Options

Source	Description
Data	Export data from the workflow
Spreadsheet Worksheets	Export existing Lido worksheets

Data Parameter

When source is "Data", provide the data to export. The format determines the output:

Single worksheet (array of objects):

{{$item.data.rows}}

Multiple worksheets (object with worksheet names as keys):

{{
  {
    "Sheet1": $item.data.customers,
    "Sheet2": $item.data.orders
  }
}}

2D array:

{{$item.data.matrix}}

Worksheet Names

When source is "Spreadsheet Worksheets", specify which worksheets to export as a JSON array:

["Sheet1", "Sheet2", "Summary"]

Export Formulas

When enabled, cells containing formulas export the formula text instead of the calculated value. Useful for creating template files.

File Name

Name for the output file. The .xlsx extension is added automatically if not included:

report
{{$item.data.reportDate}}_sales

Output

The item passes through with file information added:

{
  "file": {
    "name": "report.xlsx",
    "mimeType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
    "size": 12345
  }
}

Examples

Basic Data Export

Export items to a single worksheet:

1. Source: Data
2. Data: {{[\$item]}} (wrap single item in array)
3. File Name: export
4. File Destination: Your Google Drive folder

Export Multiple Items

Export all processed items:

[Get Table] → [Filter] → [Aggregate: COLLECT_ARRAY] → [Export to Excel]

Use Aggregate to collect items into an array, then export.

Multi-Sheet Export

Export different data to multiple sheets:

1. Source: Data
2. Data:

   {{
     {
       "Customers": $item.data.customers,
       "Orders": $item.data.orders,
       "Summary": $item.data.summary
     }
   }}

3. File Name: report

Export Lido Worksheets

Export existing worksheets from your spreadsheet:

1. Source: Spreadsheet Worksheets
2. Worksheet Names: ["Dashboard", "Data"]
3. File Name: backup

Daily Report with Date

Include date in filename:

• File Name: {{new Date().toISOString().split('T')[0]}}_daily_report

Produces: 2024-01-15_daily_report.xlsx

Email Report Attachment

Export and email:

[Get Table] → [Aggregate] → [Export to Excel] → [Send Gmail]

Use the exported file as an attachment in Send Gmail.

Tips

• Use Aggregate with COLLECT_ARRAY to gather items before export
• Object keys become worksheet names in multi-sheet export
• Large datasets may take time to export
• Connect to Send Gmail to email the exported file
• Use expressions in File Name for dynamic naming