Exporting to Microsoft Excel (Report Builder 3.0 and SSRS)

If there is only one worksheet in the workbook, excluding the Document Map, the name of the worksheet is the report name.

If there are multiple worksheets in the workbook, excluding the Document Map, the worksheets are named SheetX, where X is the number of the sheet in the workbook, for example, the fifth worksheet in called Sheet5.

The Excel rendering extension uses the page height and width settings to determine what paper setting to define in the Excel worksheet. Excel tries to match the PageHeight and PageWidth property settings to one of the most common paper sizes.

If no matches are found, Excel uses the default page size for the printer. Orientation is set to Portrait if the page width is less than the page height; otherwise, orientation is set to Landscape.

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By default, the Device Information SimplePageHeaders setting is set to False; therefore, the page headers are rendered as rows in the report on the Excel worksheet surface. The worksheet rows that contain the headers become locked rows. You can freeze or unfreeze the pane in Excel. If the Print Titles option is selected, these headers are automatically set to print on every worksheet page.

The page header repeats at the top of every worksheet in the workbook except the document map cover sheet if the Print Titles option is selected on the Page Layout tab in Excel. If the Print on first page or the Print on last page option is not selected in the Report Header Properties or Report Footer Properties dialog boxes, the header will not be added to the first or last page respectively.

Page footers are rendered in the Excel footer section.

Because of Excel limitations, text boxes are the only type of report item that can be rendered in the Excel header/footer section.

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Microsoft Excel has limitations with how it manages hidden and displayed report items when they are exported. Groups, rows, and columns that contain report items that can be toggled are rendered as Excel outlines. Excel creates outlines that expand and collapse rows and columns across the entire row or column which can cause the collapse of report items that are not intended to be collapsed. In addition, Excel's outlining symbols can become cluttered with overlapping outlines. To address these issues, the following outlining rules are applied when using the Excel rendering extension:

• The report item in the top-left corner that can be toggled can continue to be toggled in Excel. Report items that can be toggled and share vertical or horizontal space with the report item that can be toggled in the top-left corner cannot be toggled in Excel.

• To determine whether a data region will be collapsible by rows or columns, the position of the report item that controls the toggling and the position of the report item that is toggled are determined. If the item controlling the toggling appears before the item to be toggled, the item is collapsible by rows. Otherwise, the item is collapsible by columns. If the item controlling the toggling appears beside and above the area to be toggled equally, the item is rendered with row collapsible by rows.

• To determine where the subtotals are placed in the rendered report, the rendering extension examines the first instance of a dynamic member. If a peer static member appears immediately above it, the dynamic member is assumed to be the subtotals. Outlines are set to indicate that this is summary data. If there are no static siblings of a dynamic member, the first instance of the instance is the subtotal.

• Due to an Excel limitation, outlines can be nested up to 7 levels only.

If any document map labels exist in the report, a document map is rendered. The document map is rendered as an Excel cover worksheet inserted at the first tab position in the workbook. The worksheet is named Document map.

The text displayed in the document map is determined by the report item's or group's DocumentMapLabel property. Document map labels are listed in the order that they appear in the report, starting at the first row, in the first column. Each document map label cell is indented the number of levels deep it appears in the report. Each level of indentation is represented by placing the label in a subsequent column. Excel supports up to 256 levels of outline nesting.

The document map outline is rendered as a collapsible Excel outline. The outline structure matches the nested structure of the document map. The expand and collapse state of the outline starts at the second level.

The root node of the map is the report name, the <reportname>.rdl, and it is not interactive. The document map links font is Arial, 10pt.

Drillthrough links that appear in text boxes are rendered as Excel hyperlinks in the cell in which the text is rendered. Drillthrough links for images and charts are rendered as Excel hyperlinks on the image when rendered. When clicked, the drillthrough link opens the client’s default browser and navigates to the HTML view of the target.

Hyperlinks that appear in text boxes are rendered as Excel hyperlinks in the cell in which the text is rendered. Hyperlinks for images and charts are rendered as Excel hyperlinks on the image when rendered. When clicked, the hyperlink opens the client’s default browser and navigates to the target URL.

Excel does not support interactive sort.

Bookmark links in text boxes are rendered as Excel hyperlinks in the cell in which the text is rendered. Bookmark links for images and charts are rendered as Excel hyperlinks on the image when rendered. When clicked, the bookmark goes to the Excel cell in which the bookmarked report item is rendered.

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Excel supports a palette of up to 56 colors. The first 56 unique colors used in the report are defined in a custom palette. If more than 56 colors are used in the report, the rendering extension matches the required color to one of the 56 colors already available in the palette. Excel’s color matching algorithm is used to match colors to ones already existing in the palette.

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When reports are first exported and saved to Excel, they do not benefit form the file optimization that Excel automatically applies to its *.xls workbook files. The larger file size can cause problems for e-mail subscriptions and attachments. To reduce the size of the *.xls files for exported reports, open the *.xls files and then resave the workbooks. Resaving the workbooks typically reduces their file sizes by 40 to 50 percent.

The following limitations apply to text boxes and text:

• Text box values that are expressions are not converted to Excel formulas. The value of each text box is evaluated during report processing. The evaluated expression is exported as the contents of each Excel cell.

• Text boxes are rendered within one Excel cell. Font size, font face, decoration, and font style are the only formatting that is supported on individual text within an Excel cell.

• The text effect "Overline" is not supported in Excel.

• Excel adds a default padding of approximately 3.75 points to the left and right sides of cells. If a text box’s padding settings are less than 3.75 points and is just barely wide enough to accommodate the text, the text may wrap in Excel.

  Note

  To work around this issue, increase the width of the text box in the report.

The following limitations apply to images:

• Background images for report items are ignored because Excel does not support background images for individual cells.

• The Excel rendering extension only supports the background image of the report body. If a report body background image is displayed in the report, the image is rendered as a worksheet background image.

The following limitation apply to rectangles.

• Rectangles in report footers are not exported to Excel. However, rectangles in the report body, tablix cells, and so forth are rendered as a range of Excel cells.

The following limitations apply to report headers and footers:

• Excel headers and footers support a maximum of 256 characters including markup. The rendering extension truncates the string at 256 characters.

• Reporting Services does not support margins on report headers and footers. When exported to Excel, these margin values are set to zero and any header or footer that contains multiple rows of data might not print multiple rows, depending on the printer settings.

• Text boxes in a header or footer maintain their formatting but not their alignment when exported to Excel. This occurs because leading and trailing spaces are trimmed when the report is rendered to Excel.

The following limitation applies to merging cells:

• If cells are merged, word-wrap does not work correctly. If any merged cells exist on a row where a text box is rendered with the AutoSize property, autosize will not work.

The Excel renderer is primarily a layout renderer. Its goal is to replicate the layout of the rendered report as closely as possibly in an Excel worksheet and consequently cells might be merged in the worksheet to preserve the report layout. Merged cells can cause problems because the sort functionality in Excel requires cells to be merged in a very specific way for sort to work properly. For example, Excel requires that the ranges of merged cells have the same size in order to be sorted.

If it is important that reports exported to Excel worksheets can be sorted, then the following can help you reduce the number of merged cells in your Excel worksheets, which is the common cause for difficulties with Excel sort functionality.

• Not aligning items left and right is the most common cause of merged cells. Make sure the left and right edges of all report items line up with one another. Making items align and the same width will solve the problem in the majority of cases.

• Although you align all items precisely, you might find in some rare cases that some columns continue to be merged. This could be caused by internal unit conversion and rounding when the Excel worksheet is rendered. In the report definition language (RDL), you can specify position and size in different measurement units such as inches, pixels, centimeters, and points. Internally the Excel uses points. To minimize conversion and the potential inaccuracy of rounding when converting inches and centimeters to points, consider specifying all measurements in points for the most direct results. One inch is 72 points.

Reports that include row groups or column groups contain empty cells when exported to Excel. Imagine a report that groups rows on sales channel and ZIP code. Each channel includes many ZIP codes and each ZIP code lists many store names. The following picture shows the report.

When the report is exported to Excel, the ZIP code appears only in one cell of the ZIP code column. Depending on the alignment of the text in the report (top, middle, or bottom) the value is in the first, middle, or last cell. The other cells are empty. The column that contains store names has no empty cells. The following picture shows the report after it is exported to Excel. The red cell borders were added for emphasis. They are not part of the exported report.

This means that reports with row groups or column groups require modification after exporting to Excel and before you can display the exported data in pivot table. You must add the group value to cells in which they are missing to make the worksheet a flat table with values in all cells. The following picture shows the update worksheet.

If you create a report for the specific purpose of exporting it to Excel for further analysis of the report data, you should consider not including row or column groups in your report.

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