Export a spreadsheet

To share your spreadsheet outside of Workiva, you can export it as a Microsoft Excel file (.xlsx), CSV, PDF, or XHTML.

Export as CSV

To export your document as a CSV file:

1. 從File工具列中按一下SaveAs。
2. Choose CSV (.csv).
   
3. Select to export the selected sheet as a single .csv or all sheets as a .zip file.
4. Select whether or not to export formulas. 
5. 按一下Export。您的下載將自動開始。

匯出為XLSX

To export your document as a XLSX file:

1. 從File工具列中按一下SaveAs。
2. Choose Excel (.xlsx).
   
3. 選取您要匯出整份文件、目前區段或所選區段。
4. Select a value option:
   • Full precision exports values as entered, not necessarily how they are displayed in Workiva.
   • Rounded exports values rounded to the selected decimal.
   • As displayed exports values as they appear in Workiva, not the true value of the cell.
     
5. To highlight the input cells in the .xlsx file, select Show Input Cells.
6. Select whether or not to export formulas.
   

   Note: Exporting values as rounded or as displayed automatically unchecks the "Export Formulas" option to prevent calculation discrepancies in Excel. Because Excel calculates formulas based on displayed values, your formulas may not calculate correctly if you export formulas using these value options. 

7. 按一下Export。您的下載將自動開始。

匯出為 PDF 格式

If you’re exporting your spreadsheet as a PDF, you can further customize your export options.

1. 從File工具列中按一下SaveAs。
2. Choose PDF (.pdf).
   
3. 選取您要匯出整份文件、目前區段或所選區段。
4. 自訂匯出：
   
   • To highlight which cells are input cells in the PDF, select Show Input Cells.
   • Select whether or not to include certain formatting options, like leader dots and cell fills.
   • 如果您打算列印文件，請選取 Use CMYK Colorspace。
   • Select to include additional content, like hyperlinks or comments.  
   • If your document includes tracked changes, you can include them in the PDF.
   • Select Reduce Image Resolution to downscale the pixels per inch (PPI) of your images and reduce the overall file size 
     
5. Set your page size and orientation. You can also scale your sheet to actual size or to fit the width of your page.
   
6. 按一下Export。您的下載將自動開始。

匯出為 XHTML 格式

1. 從File工具列中按一下SaveAs。
2. Choose XHTML (.pdf). 您的下載將自動開始。
   

Export sheets from the outline

To export sheets from the Spreadsheet outline: 

1. Select a single sheet in the outline. If you want to export multiple sheets, hold Ctrl (Windows) or ⌘+C (Mac) on your keyboard and click on each sheet you want to include in the export.
   
2. Right-click in the outline 
3. Select Save As and choose the CSV, XLSX, or PDF file type for your export 
   

Apply print areas

If you need to exclude certain cells from your PDF export, you can apply print areas to your sheets.  

To apply a print area:

1. From the Properties panel, select the Sheet Properties tab.  
2. Choose Select Range.
3. Click the text box and type your cell range or highlight a range in your sheet.

Note: To apply multiple print areas in the same sheet, add a comma between the ranges.

To see what ranges are included in your print areas, you can select Show print area overlay.

When exporting your spreadsheet to a PDF, these print areas will be applied by default. If you have multiple print ranges on one sheet, each range appears on its own page.

To turn off print areas in an export, select Advanced and uncheck Only Export Print Areas.  

If a print area is applied to content that is entirely out of view, like filtered content or hidden rows, you'll see a blank page in your export.