Convert a Table to Excel

Converts a table into an Excel file with customizable filename and worksheet name.

Overview

This procedure converts a table into an Excel (.xlsx) file format. You can optionally specify a custom filename for the Excel file and a custom name for the worksheet. If no custom names are provided, the system will use default values ("Workbook1.xlsx" for the file and "Sheet1" for the worksheet).

Syntax

Below is a line-by-line overview of the automation syntax. Expand each line to learn more.

convert the table to an excel

What does it do?

Converts the current table to Excel format.

Where does it go?

This phrase should be written on a new line.

Is it required?

✅ Yes — This phrase is required.

Does it require data?

✅ Yes — A reference to the table must be defined in the automation.

the excel filename is "filename.xlsx"

What does it do?

Specifies a custom name for the Excel file.

Where does it go?

Indented under convert the table to an excel where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace filename.xlsx with your desired filename. The .xlsx extension will be automatically added if not provided. If not specified, a default name will be generated.

Example

the excel filename is "sales-report.xlsx"

the worksheet name is "worksheet-name"

What does it do?

Specifies a custom name for the worksheet within the Excel file.

Where does it go?

Indented under convert the table to an excel where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace worksheet-name with your desired worksheet name. If not specified, defaults to "Sheet1".

Example

the worksheet name is "Sales Data"

Examples

1. Convert Table to Excel with Default Names

Converts a table to Excel using default filename and worksheet name.

convert the table to an excel

2. Convert Table to Excel with Custom Filename

Converts a table to Excel with a specific filename.

convert the table to an excel where
    the excel filename is "my-data.xlsx"
    the worksheet name is "Sales Data"

3. Convert Table for Email Attachment

Converts a table to Excel and uses it as an email attachment.

convert the table to an excel where
    the excel filename is "monthly-report.xlsx"
send "Monthly Report" to "[email protected]" with
    the attachment is the excel