The Scenario
Your SaaS company sends clients a monthly usage report. The data lives in a 'Usage Data' worksheet — rows for each metric, columns for account, target, and actual. What clients receive should look like a real report: merged headers, conditional row colors (green above target, red below), your company name at the top. What you've been sending is a raw sheet export that looks like it came from a database dump.
The bad version:
- Export the 'Usage Data' worksheet as CSV, open it in a fresh workbook, manually apply conditional formatting rules, merge the header cells, add the company name as a text box, and export as XLSX.
- Repeat for each client account — there are 12 this month.
- When two client accounts have slightly different column structures, your formatting macros break on accounts 7 and 11. Fix manually.
Twelve accounts, two broken exports, one Monday afternoon gone. And that's before anyone asks for a revision.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook. It reads the 'Usage Data' worksheet, builds the correct HTML with merged headers and conditional color logic, and submits it to DocRaptor as an XLSX file — handing you a download link you can forward directly to the client.
Read the 'Usage Data' sheet, build an HTML table with merged header cells and color-coded rows (green if the value in column C exceeds the target in column D, red if below), submit it to DocRaptor as an XLSX document, and return the download link in cell C1.
What You Get
- A DocRaptor-rendered XLSX file with merged headers and conditional row colors applied per the column C vs. column D comparison.
- The download URL in cell C1, ready to paste into a client email.
- The file reflects the current data state — re-running next month produces a fresh export automatically.
- If the DocRaptor job returns an error status, the note lands in C1 so you know immediately rather than discovering it after you hit send.
What If the Data Is Not Quite Ready
Some metrics don't have targets yet — column D is blank for those rows
Read the 'Usage Data' sheet. For rows where column D is empty, treat them as neutral (no color applied). For rows with a target, apply green if column C > column D, red if below. Merge header cells, submit to DocRaptor as XLSX, write the URL to C1.
The account name and report period need to appear as a merged title row at the top
Read the 'Usage Data' sheet. Use cell A1 for the account name and B1 for the reporting period. Build an HTML table with a merged title row showing both values, followed by merged column headers, then the data rows with conditional coloring (green above target, red below). Submit to DocRaptor as XLSX and write the URL to C1.
Usage data is split across two worksheets — one for feature metrics, one for support metrics
Pull data from the 'Feature Metrics' and 'Support Metrics' worksheets, combine them into a single table with a section label row separating the two groups, apply conditional coloring (green if column C > column D, red if below), merge the header cells, submit to DocRaptor as XLSX, and write the URL to C1 on the 'Feature Metrics' worksheet.
Full pipeline: deduplicate, merge, color, export, log
Read 'Feature Metrics' and 'Support Metrics'. Remove any duplicate metric rows (match on column A). Combine into a single table with section labels, apply conditional row colors, add a merged title row using the account name from A1 and period from B1, submit to DocRaptor as XLSX, write the download URL to C1 on 'Feature Metrics', and log the account name, report date, and URL as a new row in the 'Export Log' worksheet.
Cleanup, merge, formatting, export, and audit trail — one prompt, one result.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you've been manually reformatting into client-facing XLSX exports — paste in one prompt and let SheetXAI produce the styled file via DocRaptor. Related: generate a PDF report instead or run the full DocRaptor document audit.