to_spreadsheet

to_spreadsheet lets your Rails 3+ app render Excel files using the existing slim/haml/erb/etc views.

Installation

Add it to your Gemfile:

gem 'to_spreadsheet'

Usage

In the controller:

# my_thingies_controller.rb
class MyThingiesController < ApplicationController
  respond_to :xlsx, :html
  def index
    @my_items = MyItem.all
    respond_to do |format|
      format.html
      format.xlsx { render xlsx: :index, filename: "my_items_doc" }
    end
  end
end

In the view partial:

# _my_items.haml
%table
  %caption My items
  %thead
    %tr
      %td ID
      %td Name
  %tbody
    - my_items.each do |my_item|
      %tr
        %td.number= my_item.id
        %td= my_item.name
  %tfoot
    %tr
      %td(colspan="2") #{my_items.length}

In the XLSX view:

# index.xlsx.haml
= render 'my_items', my_items: @my_items

In the HTML view:

# index.html.haml
= link_to 'Download spreadsheet', my_items_url(format: :xlsx)
= render 'my_items', my_items: @my_items

Worksheets

Every table in the view will be converted to a separate sheet. The sheet title will be assigned to the value of the table’s caption element if it exists.

Formatting

You can define formats in your view file (local to the view) or in the initializer

format_xls 'table.my-table' do
  workbook use_autowidth: true
  sheet    orientation: landscape
  format 'th', b: true # bold
  format 'tbody tr', bg_color: lambda { |row| 'ddffdd' if row.index.odd? }
  format 'A3:B10', i: true # italic
  format column: 0, width: 35
  format 'td.custom', lambda { |cell| modify cell somehow.}
  # default value (fallback value when value is blank or 0 for integer / float)
  default 'td.price', 10
end

For the full list of supported properties head here: http://rubydoc.info/github/randym/axlsx/Axlsx/Styles#add_style-instance_method In addition, for column formats, Axlsx columnInfo properties are also supported

Advanced formatting

to_spreadsheet associates HTML nodes with Axlsx objects as follows:

HTML tag	Axlsx object
table	worksheet
tr	row
td, th	cell

For example, to directly manipulate a worksheet:

format_xls do
  format 'table' do |worksheet|
    worksheet.add_chart ...
    # to get the associated Nokogiri node:
    el = context.to_xml_node(worksheet)
  end
end

Themes

You can define themes, i.e. blocks of formatting code:

ToSpreadsheet.theme :zebra do
  format 'tr', bg_color: lambda { |row| 'ddffdd' if row.index.odd? }
end

And then use them:

format_xls 'table.zebra', ToSpreadsheet.theme(:zebra)

Using along side axlsx-rails

If you are using axlsx-rails, :xlsx renderer might have already been defined. In that case define a custome renderer using

# app/config/application.rb
config.to_spreadsheet.renderer = :html2xlsx

And then in controller

respond_to do |format|
  format.html2xlsx
end

Types

The default theme uses class names on td/th to cast values. Here is the list of class to type mapping:

CSS class	Format
decimal or float	Decimal
num or int	Integer
datetime	DateTime (Chronic.parse)
date	Date (Date.parse)
time	Time (Chronic.parse)

kshnurov/to_spreadsheet