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Export Excel

Export Excel

The Export Excel action is used to export specific data sets from the Kuika platform in Excel format. Data obtained from an SQL query can be downloaded as an Excel file to provide users with meaningful reports and analyses. This action is only supported in web applications.

Technical Features

  • Data Export: The selected data set is exported in Excel format.
  • SQL Query Results: Tables obtained with SQL can be converted directly to Excel.
  • Web Application Compatibility: This action only works in web applications.
  • Header and Footer Customisation: Header and footer information can be added to the Excel file.
  • Easy Sharing: Created files can be easily shared and reported.

Export Excel Action Implementation Steps

  1. Adding the Export Excel Action
    • Log in to Kuika and open your project.
    • Go to the UI Design module and select the screen to be processed.
    • Create a button (e.g., ‘Export Excel’).
  • Select the button, click on the + ADD ACTION menu in the Properties panel on the right side.
  • Select the relevant trigger event (OnClick, etc.) → Select the Export > Export Excel action.
  1. Configuring Export Excel Parameters
  • Value (String - required): The data set to be transferred to the Excel file. Usually, the result of an SQL query is used.
    • It is usually defined using data sources such as Action Result, Current, Form Component, Screen Input or Fixed, and can be linked via the Symbol Picker.
  1. Adding Optional Parameters
    • Header (String - optional): Header, date or description that can be added to the top of the file.
    • Footer (String - optional): Notes, copyright information or date that can be added to the bottom of the file.
      • All parameters can be defined with the data sources mentioned above.

Usage Scenario: Exporting Data in Excel Format

When a user wants to export specific data (e.g., a sales report or customer list) from the application, the Export Excel action is triggered to download the data in Excel format. It converts the data to an Excel file and downloads it to the user's device.

Adding the Export Excel Action

  1. Log in to the Kuika platform.
  2. Open the project you want to work on from the Apps screen.
  1. UI Design module and open the Properties panel on the right side.
  2. Select the button you want to add the action to (for example, the ‘Export Data To Excel’ button).
  3. + ADD ACTION from the drop-down menu and follow these steps:
    • Onclick → Export → Export Excel.

Configuring Export Excel Parameters

In the window that opens, configure the following fields:

  • Value: → Specify the data to be exported to the Excel file. This is usually a table taken from an SQL query or the database within the application.

Configuring Optional Parameters

Click the + ADD OPTIONAL PARAMETER button to add the necessary parameters:

  • Header: ‘Sales Report - 2025’ → The title or text that will appear at the top of the Excel file.
  • Footer: ‘This report was automatically generated by the system.’ → The text or note added to the bottom of the Excel file.

Post-Action Usage

  • When this action is executed, the selected data will be exported in Excel format.
  • The data is converted to an Excel file after the Header and Footer additions.
  • The user can download the file to their device or use it in another process with the Download File action.

Export Excel Action Advanced Customizations

  • Dynamic Header and Footer: Dynamically add information such as the user's name, date, and report number to the header/footer.
  • Data Formatting: Create more readable tables by adjusting date formats, number rounding, or column names.
  • Data Compression: Improve performance by using filtering or summarisation methods on large datasets.

Technical Risks and Controls

  • Data Size: Large data sets can increase the size of Excel files. Compression methods can be applied.
  • Invalid Data Structure: Ensure that the data set used in the Value parameter is a valid table.
  • Header/Footer Format: Header and footer text must be prepared appropriately, and special characters must be checked.

The Export Excel action provides Kuika users with the ability to generate easy-to-read and shareable Excel reports via web applications. It provides a powerful reporting infrastructure with dynamic data binding, header/footer customisation, and SQL compatibility. With this action, you can speed up your reporting processes, improve user experience, and increase efficiency.

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