Export to Excel

Export to Excel

The Excel export option produces an XLSX file that can be opened directly in Microsoft Excel, Google Sheets, or any other spreadsheet application that supports the modern Excel format. This is the best choice when your audience includes non-technical stakeholders who prefer working in a spreadsheet environment.

Excel Settings

• Sheet Name — The name of the worksheet within the Excel file. This appears as the tab name at the bottom of the spreadsheet when opened. Choose a descriptive name such as "Matched Records" or "Deduplicated Customers".
• Header Row — When enabled, the first row of the worksheet contains column names. This is enabled by default and recommended for nearly all use cases.

Step by Step

1. In the Final Export module, select Excel as your export destination.
2. Enter a sheet name for the worksheet.
3. Confirm the header row option is enabled.
4. Click Preview to verify the data looks correct (see #previewing-export-data).
5. Click Export to generate the XLSX file.
6. When the export job completes, click the download link to save the file.

Advantages Over CSV

• No formatting issues. Unlike CSV, Excel preserves data types. Long numbers are not truncated, dates keep their format, and leading zeros are retained.
• Familiar interface. Recipients can immediately sort, filter, and analyze the data using Excel's built-in tools without needing to configure import settings.
• Single file. All data is contained in one file with a clear worksheet structure, avoiding the delimiter and encoding confusion that sometimes occurs with CSV files.