Connected Workbooks

A pure JS library, Microsoft backed, that provides xlsx workbook generation capabilities, allowing for:

1. Fundemental "Export to Excel" capabilities for tabular data (landing in a table in Excel).
2. Advanced capabilities of "Export a Power Query connected workbook":
   • Can refresh your data on open and/or on demand.
   • Allows for initial data population.
   • Supports more advanced scenarios where you provide branded/custom workbooks, and load your data into PivotTables or PivotCharts.

Connected Workbooks allows you to avoid "data dumps" in CSV form, providing a richer experience with Tables and/or connected Queries for when your business application supports it.

Learn about Power Query here

Where is this library used? here are some examples:

|| | | | |--------------------------------- |------------------- |-------------- |---------------- | | Azure Data Explorer | Log Analytics | Datamart | Viva Sales |

How do I use it? here are some examples:

1. Export a table directly from an Html page:

import workbookManager from '@microsoft/connected-workbooks';

const blob = await workbookManager.generateTableWorkbookFromHtml(document.querySelector('table') as HTMLTableElement);    
workbookManager.downloadWorkbook(blob, "MyTable.xlsx");

2. Export a table from raw data:

import workbookManager from '@microsoft/connected-workbooks';

const grid = {
  config: { promoteHeaders:true, adjustColumnNames:true }
  data: [
      ["Product", "Price", "InStock", "Category", "Date"],
      ["Widget A", 19.99, true, "Electronics", "10/26/2024"],
      ["Gizmo B", 9.99, true, "Accessories", "10/26/2024"],
      ["Bubala", 14.99, false, "Accessories", "10/22/2023"],
      ["Thingamajig C", 50, false, "Tools", "5/12/2023"],
      ["Doohickey D", 50.01, true, "Home", "8/12/2023"]
  ]
};
const blob = await workbookManager.generateTableWorkbookFromGrid(grid);    
workbookManager.downloadWorkbook(blob, "MyTable.xlsx");

3. Control Document Properties:

const blob = await workbookManager.generateTableWorkbookFromHtml(
  document.querySelector('table') as HTMLTableElement, {
    docProps: { 
      createdBy: 'John Doe',
      lastModifiedBy: 'Jane Doe',
      description: 'This is a sample table'
    }
  }
);
    
workbookManager.downloadWorkbook(blob, "MyTable.xlsx");

4. Export a Power Query connected workbook:

import workbookManager from '@microsoft/connected-workbooks';

const blob = await workbookManager.generateSingleQueryWorkbook({
  queryMashup: 'let \
                    Source = {1..10} \
                in \
                    Source',
  refreshOnOpen: true
});

workbookManager.downloadWorkbook(blob, "MyConnectedWorkbook.xlsx");

(after refreshing on open)

Advanced Usage - bring your own template:

You can use the library with your own workbook as a template!

const blob = await workbookManager.generateSingleQueryWorkbook(
  { queryMashup: query, refreshOnOpen: true },
  undefined /* optional Grid */,
  templateFile);
workbookManager.downloadWorkbook(blob, "MyBrandedWorkbook.xlsx");

Template requirements:

Have a single query named Query1 loaded to a Query Table, Pivot Table, or a Pivot Chart.

⭐ Recommendation - have your product template baked and tested in your own product code, instead of your user providing it.

⭐ For user templates - a common way to get the template workbook with React via user interaction:

const [templateFile, setTemplateFile] = useState<File | null>(null);
...
<input type="file" id="file" accept=".xlsx" style={{ display: "none" }} onChange={(e) => {
  if (e?.target?.files?.item(0) == null) return;
  setTemplateFile(e!.target!.files!.item(0));
}}/>

API

The library exposes a workbookManager, which generates a workbook via several APIs:

1. Generate a Power Query connected workbook

 async function `generateSingleQueryWorkbook`: `Promise<Blob>`

|Parameter | Type | Required | Description | |--- |--- |--- |--- | |query | QueryInfo | required | Power Query mashup | | grid | Grid | optional | Initial grid data | | fileConfigs | FileConfigs | optional | Custom file configurations |

2. Generate a table workbook from a Html page

async function `generateTableWorkbookFromHtml`: `Promise<Blob>`

|Parameter | Type | Required | Description | |--- |--- |--- |--- | | htmlTable | HTMLTableElement | required | Initial data loaded to workbook | | fileConfigs | FileConfigs | optional | Custom file configurations |

3. Generate a table workbook with raw data

async function `generateTableWorkbookFromGrid`: `Promise<Blob>`

|Parameter | Type | Required | Description | |--- |--- |--- |--- | | grid | Grid | required | Initial data loaded to workbook | | fileConfigs | FileConfigs | optional | Custom file configurations |

Types

QueryInfo

|Parameter | Type | Required | Description | |---|---|---|---| | queryMashup | string | required | Mashup string | refreshOnOpen | boolean | required | Should workbook data refresh upon open | queryName | string | optional | Query name, defaults to "Query1"

Grid

|Parameter | Type | Required | Description | |---|---|---|---| | data | (string | number | boolean)[][] | required | Grid data | config | GridConfig | optional | customizations to Grid handling (see GridConfig)

GridConfig

|Parameter | Type | Required | Description | |---|---|---|---| | promoteHeaders | boolean | optional | Should first row of gridData be used as the header, defaults to false - generating "Column1", "Column2"... | adjustColumnNames | boolean | optional | Should column names be adjusted to be valid Excel names (Fix duplicates for example), defaults to true

FileConfigs

|Parameter | Type | Required | Description | |---|---|---|---| | templateFile | File | optional | Custom Excel workbook | | docProps | DocProps | optional | Custom workbook properties |

DocProps

|Parameter | Type | Required
|---|---|---| | title | string | optional | subject | string | optional | keywords | string | optional | createdBy | string | optional | description | string | optional | lastModifiedBy | string | optional | category | string | optional | revision | number | optional

Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.opensource.microsoft.com.

When you submit a pull request, a CLA bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., status check, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact [email protected] with any additional questions or comments.

Trademarks

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