Export to PDF
This article describes how to configure the Export to PDF function and provides details of each of its properties.
Who can use this feature?
The Export to PDF function can be used by those with the Builder subscription plan.
For more details, see our pricing comparison matrix.
The Export to PDF function allows the user to create a hard copy of the data in the spreadsheet of the Squirrel project. This can be used to save data and information that cannot be modified but is still easily shared and printed.
Export to PDF Properties
The properties panel consists of one drawer called Export Configuration.
Within this drawer are various sub-sections:
The initial properties for configuring the data in the PDF
The Header sub-section is used to configure the layout of the PDF header, such as the Title
The Footer sub-section is used to configure the format of the PDF footer, such as the Page Numbers
The Refresh sub-section is used to configure at what point the PDF is exported
INITIAL PROPERTIES
PDF Filename - This is a simple input box where you can either type in or bind the name of the exported file. Give the file a meaningful name to help identify its contents.
Pages for the PDF - This is a list of the pages seen in the PDF. Each item represents a page with separate data ranges bound to each.
Add additional pages by clicking the + icon.
Select the page to be configured by clicking on it in the list.
Delete pages by selecting the page in the list and clicking the bin icon.
Name - The name of the page (displayed in the list below). Give the page a meaningful name to help identify its purpose.
Page Data Range - Bind the range of data in the spreadsheet to determine what data will be displayed on the page selected in the Pages list. Do this by selecting the Bind to Cell button at the top-right corner of the input box.
HEADER
Title Text - The title is displayed in the top section of the exported PDF. Give the Header a meaningful name to help identify its purpose.
Show Image - This will determine whether an image is displayed in the header of the PDF.
Import - Press this button to open the Import Image window in the File Explorer. Select the image to be displayed.
FOOTER
This sub-section will contain 2 options displayed as check-boxes:
Show Page Numbers - This will show what page is being displayed.
Show Exported Date - This will show the date on which the file was exported. This can help determine changes in data over time.
REFRESH
Triggered by - This will be used to determine what causes the export to occur. You have two options displayed as radio buttons:
Cell Change - Select this option to have the function trigger when a cell in the spreadsheet is changed from its original value
Cell Equals - Select this option to have the function trigger when a cell in the spreadsheet is changed to meet a specific requirement.
Note that the requirement of the cell change/equals can be in any format e.g. Value, Text, Boolean, etc.
NB: Export to PDF cannot be successfully tested in design, debug, or preview as this will result in the exported file having no format. A project must be published before it can be exported with a default file format.
Last updated
