Excel Export Tool

The Excel Export tool generates polished .xlsx files from your data, complete with professional formatting, conditional formatting, formulas, and multi-sheet workbooks. Instead of exporting a plain CSV and formatting it yourself, you get a ready-to-share Excel file in one step.

What the Excel Export Tool Does

The Excel Export tool takes your data and produces a formatted Excel workbook with:

Professional styling — branded headers, alternating row shading, auto-sized columns, and frozen header rows
Multiple sheets — combine several datasets into one workbook, each on its own tab
Conditional formatting — data bars, color scales, and cell highlighting that make patterns visible at a glance
Excel formulas — SUM, AVERAGE, VLOOKUP, cross-sheet references, and dynamic calculations
Smart number formatting — currency, percentages, dates, and ID columns formatted correctly

Unlike a basic CSV export, the Excel Export tool creates files that are ready to share with stakeholders — no manual formatting needed.

When to Use It

Scenario	Example
Sharing data with stakeholders	”Export this as a formatted Excel file”
Multi-sheet reports	”Create an Excel file with Sales, Inventory, and Returns on separate sheets”
Formatted financial data	”Export with currency formatting and totals”
Highlighted metrics	”Export and highlight revenue above $100K in green”
Reports with formulas	”Create an Excel file with SUM totals at the bottom”
Split-by reports	”Export to Excel with a separate sheet for each region”

When NOT to Use It

The Excel Export tool isn’t the right choice when:

You need a quick data dump — use the standard CSV or Parquet download from any step result instead
You want to keep working with the data in Querri — export is for sharing outside Querri
Your data needs more transformation first — clean and shape your data before exporting
You need a chart image — use the visualization tools to create charts, then export as PNG/SVG

How to Request an Excel Export

Simply describe what you want in natural language. The agent recognizes export requests and automatically invokes the Excel Export tool.

Basic Exports

"Export this data to Excel"
"Download this as an xlsx file"
"Create an Excel file from this data"

Multi-Sheet Workbooks

"Create an Excel file with Customers, Orders, and Products on separate sheets"
"Export to Excel with a sheet for each department"
"Build an Excel workbook with my revenue data and expense data"

With Specific Formatting

"Export to Excel with currency formatting on the revenue column"
"Create an Excel file and highlight rows where margin is below 20%"
"Export with a summary row showing totals at the bottom"

With Formulas

"Export to Excel with SUM totals for each numeric column"
"Create an Excel file with VLOOKUP connecting the sheets"
"Build an Excel report with a Summary sheet that totals from each data sheet"

What You Get

Automatic Formatting (Every Export)

Every Excel export includes professional formatting out of the box:

Branded header row — bold white text on a colored background, using your organization’s brand color
Frozen header row — headers stay visible as you scroll
Alternating row shading — light gray bands for readability
Auto-sized columns — column widths adjust to fit content (capped at 40 characters)
Thin borders — subtle gridlines throughout
Smart number formatting — ID columns as text, currency columns with $, year columns without decimals

Conditional Formatting

The tool automatically adds visual formatting to make numeric data more meaningful:

Revenue, sales, and amount columns — green data bars showing relative values
Score, rating, and percentage columns — red-yellow-green color scales
Count and quantity columns — blue data bars

You can also request specific conditional formatting:

"Highlight cells where growth rate exceeds 50% in green"
"Add red shading to any negative profit values"
"Color-code the status column: green for Active, red for Inactive"

Formulas and Calculations

The tool can embed live Excel formulas that update when you edit the file:

Aggregation formulas — SUM, AVERAGE, COUNT, MIN, MAX
Cross-sheet references — pull totals from data sheets into a summary sheet
VLOOKUP — link data across sheets
Dynamic ranges — formulas that reference the correct number of rows

Multi-Sheet Workbooks

When you have multiple datasets, the tool creates one workbook with each dataset on its own sheet:

Each dependency step becomes a separate sheet
Sheet names are derived from your step names (truncated to Excel’s 31-character limit)
You can request a summary sheet that aggregates across data sheets

In-App Preview

After the Excel Export step completes, you can preview the formatted workbook directly in Querri — no need to download the file first. The preview shows all sheets, formatting, and data exactly as they’ll appear in Excel.

To download, click the download button on the step result.

Tips for Best Results

Keep Formatting Instructions Simple

The tool applies professional formatting automatically. Only add instructions when you want something specific:

Unnecessary (already included):

"Export to Excel with headers, borders, and column sizing"

Useful (adds specific value):

"Export to Excel and highlight the top 10 revenue values in green"

Use Split-By for Category Sheets

When you want separate sheets for each value in a column:

"Export to Excel with a separate sheet for each region"
"Split by product category into Excel sheets"

The tool will automatically discover the unique values and create one sheet per value.

Combine Data First, Then Export

If you need to join or transform data before exporting:

Step 1: "Join the sales data with the customer data"
Step 2: "Export the joined data to Excel"

The Excel Export tool works with whatever data is in your current step — do your data preparation first.

Request Formulas When You Need Dynamic Files

If the recipient will edit the data in Excel, formulas keep calculations up to date:

"Add SUM formulas at the bottom so totals update when they edit values"
"Include VLOOKUP formulas linking the lookup sheet to the main data"

Real-World Examples

Example 1: Sales Report by Region

Starting data: Monthly sales data with a Region column

Step 1: Request the export

"Create an Excel file with a separate sheet for each region,
include SUM totals at the bottom of each sheet"

Result: One .xlsx file with sheets like “North America”, “Europe”, “Asia Pacific” — each with formatted data and formula-based totals.

Example 2: Multi-Source Financial Report

Starting data: Revenue data in one step, Expenses in another, Headcount in a third

Step 1: Request the export

"Create an Excel workbook with Revenue, Expenses, and Headcount
on separate sheets, plus a Summary sheet with totals from each"

Result: One workbook with four sheets — three data sheets and a Summary sheet with cross-sheet formulas.

Example 3: Formatted Client Deliverable

Starting data: Analysis results with metrics

Step 1: Request the export

"Export to Excel with currency formatting on revenue and cost columns,
highlight margins below 15% in red, and add a report title at the top"

Result: A polished workbook with a merged title row, proper currency formatting, percentage highlighting, and all the standard formatting.

Troubleshooting

”The formatting doesn’t look right”

Cause: The export instructions may have been ambiguous.

Fix: Be more specific about what you want:

"Re-export to Excel, but format the Amount column as currency
and the Growth column as percentage with one decimal"

“I wanted one file but got separate steps”

Cause: The agent may have created separate export steps instead of one multi-sheet workbook.

Fix: Be explicit about wanting one file:

"Create ONE Excel file with all three datasets as separate sheets"

“Sheet names are truncated”

Cause: Excel limits sheet names to 31 characters.

Fix: This is an Excel limitation, not a Querri issue. The tool automatically truncates long names. If you need specific short names:

"Name the sheets: Rev, Exp, and HC"

“Formulas show errors when I open the file”

Cause: Cross-sheet references may have mismatched sheet names, or VLOOKUP ranges may be too narrow.

Fix: Re-export with simpler formula requests, or check that the sheet names in formulas match the actual sheet names. Sheet names with spaces need to be quoted in formulas (the tool handles this automatically).

Next Steps

Financials Tool — generate P&L and Cash Flow statements
Creating Visualizations — build charts from your data
Exporting & Scheduling — set up automated exports