Export to Excel
TX1's Excel exporter writes a multi-sheet .xlsx that mirrors the live views. Useful for sharing with clients, auditors, or anyone outside TX1.
Quick Workflow
- Open the Direct Costs or Overheads view (or work from Reports).
- Export → To Excel.
- Configure options.
- Save the file.
Service: ExportProjectToExcelAsync(projectId, options) → byte array, or ExportProjectToExcelFileAsync → direct to disk.
ExcelExportOptions
| Option | Effect |
|---|---|
| IncludeDirectCosts | Sheet with item schedule. |
| IncludeOverheads | Overhead sheet. |
| IncludeResources | Resource master sheet. |
| IncludeCarbonEmissions | Carbon sheet (scope breakdown). |
| IncludeSummarySheet | First sheet with KPIs and totals. |
| IncludeFormulas | Write formulas instead of computed values. |
| ApplyFormatting | Bold/italic/colours carried over. |
| ProtectSheets | Apply Excel worksheet protection. |
| SheetPassword | Password for protection. |
| StylePresetId | Named preset (e.g. "Client-facing", "Internal"). |
IncludeFormulas
If enabled, exported cells write Excel formulas (=B5*C5) rather than values. The recipient can edit quantities and see totals recalculate without knowing TX1. The formula engine's TX1-specific functions (#var, SET()) are converted where possible, or dropped to values where there's no Excel equivalent.
Sheet Layout (Default)
| Sheet | Content |
|---|---|
| Summary | KPIs, totals, carbon, counts. |
| Direct Costs | Line number, WBS, item, qty, unit, rate, total, markup, margin, sell rate, sell total. |
| Direct Cost Breakdowns | One row per breakdown, grouped by parent item. |
| Overheads | Same shape as Direct Costs but for overhead items. |
| Overhead Breakdowns | Grouped by parent overhead. |
| Resources | The project's resource snapshot. |
| Carbon | Per-item emissions with scope. |
| Code Sets | Allocations per item. |
| Notes | Project notes rendered as plain text. |
Protection
ProtectSheets = true locks every sheet with the supplied password — recipients can view and filter but not edit. Cells retain formatting so print layouts stay clean.
Styling Presets
Admins can configure named presets via Settings → Excel Templates:
- Fonts and colours.
- Column widths.
- Header / footer text.
- Logo images.
Applying a preset gives consistent-looking exports across estimators.
Worksheet Protection Gotchas
Excel's native protection is not cryptographically strong; it prevents accidents, not determined users. If you need real protection, send a PDF.
Validation
Excel export never fails silently. If data violates a rule (e.g. a circular formula resolves but Excel would treat it as a cycle), a warning sheet is appended listing issues.