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Analysis and Export

Excel Export Step

The Excel Export step generates an .xlsx spreadsheet with the data prepared in the flow — each connected source becomes a sheet in the workbook. Use it when the output needs to be consumed in a spreadsheet: checks, operational reports, sending to teams that work in Excel. Excel Export is in the Analysis and Export category of the toolbar and is available in Turbo AI processes.

How to configure

Connect the sources whose data should be exported to the step and configure:

  • Name: identifies the step in the flow (up to 100 characters).

  • File name pattern: defines the name of the file generated each time it runs. It accepts dynamic variables — for example, export_{referenceDate:yyyyMMdd} generates a file with the reference date in the name. The available variables are {referenceDate} (reference date), {timestamp} (run date and time), {id} (unique run identifier), {code} and {name} (process code and name), {folder} and {folderName} (run folder code and name).

  • Sheets: each connected source becomes a sheet in the workbook. For each one, define the Sheet Name (required and unique) and the display Order.

Excel limit automatically respected: Excel supports up to 1,048,575 data rows per sheet. When a source exceeds this limit, the step splits the data into new numbered sheets — nothing is lost.

Where the file goes

Without any additional configuration, the file is stored in the platform’s internal storage, available to Download or View in the execution export panel. To deliver it automatically to an external destination (e.g., SFTP or SharePoint), configure the Output Directory in the process settings.

Usage example

A card reconciliation process produces two results: the reconciled items and the pending items. Both sources are connected to the Excel Export step, with the sheets named "Reconciled" and "Pending" and the file name pattern conciliacao_cartoes_{referenceDate:yyyyMMdd}. Each time it runs, the operation receives a single workbook, with the day’s results separated by sheet.

Best practices

  • Use variables in the file name ({referenceDate}, {timestamp}) to keep a history and avoid overwriting between runs.

  • Very large volumes can be heavy to open in a spreadsheet — above a few hundred thousand rows, consider Text File Export, Database Export, or Data Lake.

  • Text File Export Step

  • Document Export Step

  • Database Export Step

  • Connect external storage services (SFTP, SharePoint, OneDrive)

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