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Managing Sheets

Adding a Sheet​

Click the [+] button in the sheet tab bar at the bottom. A dialog appears asking for the sheet type:

  • DocType Sheet — pick a DocType
  • Report Sheet — pick a Frappe report
  • Blank Sheet — empty scratch pad
  • Query Sheet — visual SQL builder

Switching Sheets​

Click any sheet tab. The grid instantly switches to that sheet's data.

Renaming a Sheet​

Double-click the sheet tab → type the new name → press Enter.

note

You can only rename sheets in a saved Workbook. See Workbooks.

Reordering Sheets​

Right-click a sheet tab → Move Left or Move Right.

Deleting a Sheet​

Right-click a sheet tab → Delete Sheet. You'll be asked to confirm. The underlying Frappe data is NOT deleted — only the sheet configuration is removed.

Duplicating a Sheet​

Right-click a sheet tab → Duplicate. Creates a copy of the sheet with the same DocType/report configuration and column setup.

Sheet Persistence​

Sheet configurations (which DocType/report, column selection, filters, Smart Lookup config) are saved automatically to your user settings under the key excel_sheets. They persist across browser sessions.

When you close and reopen Excel View for a DocType, your sheets are restored exactly as you left them.

Multiple Sheets, Same DocType​

You can have multiple sheets pointing to the same DocType with different column configurations or filters. For example:

  • Sheet 1: Sales Invoice — all columns, all statuses
  • Sheet 2: Sales Invoice — only Amount fields, only Submitted
  • Sheet 3: Sales Invoice Pivot

This is the recommended way to create different "views" of the same data.