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Sheet Types

Excel View supports five types of sheets. Each sheet tab at the bottom of the screen represents one sheet.

DocType Sheet​

The most common sheet type. Shows live data from a single Frappe DocType.

  • Every row is one Frappe document
  • Cells are editable (subject to permissions)
  • Changes are saved back to Frappe via the Save button
  • Supports: filters, sorting, column chooser, smart lookup, child table expand, meta column, activity column

How to add: Click [+] in the sheet tabs → DocType Sheet → choose a DocType.

Report Sheet​

Shows the output of a Frappe Script Report or Query Report.

  • A filter bar appears below the toolbar, showing the report's filter fields
  • Change filters and click Refresh to re-run the report
  • Data is read-only (you cannot save changes back via a report sheet)
  • Supports: Smart Lookup, charts, pivot, export

How to add: Click [+] → Report Sheet → choose a report from the list.

Pivot Sheet​

An interactive pivot table built from any DocType or Report sheet in the workbook.

  • Drag fields to Row / Column / Value areas
  • Choose aggregation: Sum, Count, Average, Min, Max
  • Live refresh when source data changes (realtime if source is a DocType sheet)

How to add: Click [+] → Pivot Sheet, then configure the source in the pivot builder dialog.

Or: Insert tab → Insert Pivot to add a pivot built from the current active sheet's data.

Blank Sheet​

A scratch pad sheet with no Frappe data binding.

  • Supports full HyperFormula formula engine (500+ Excel-compatible functions)
  • Good for quick calculations, summaries, or cross-referencing data from other sheets
  • Data typed here is NOT saved to Frappe (it lives only in the workbook)

How to add: Click [+] → Blank Sheet.

Query Sheet (QueryFlowPanel)​

A visual SQL query builder. Build joins, filters, aggregations using a drag-and-drop canvas.

  • Drag DocType nodes onto the canvas
  • Connect nodes to define joins
  • Add filter nodes, aggregate nodes, and sort nodes
  • The generated SQL query runs via DuckDB WASM in the browser (client-side)
  • Output appears as a grid of results in the sheet

How to add: Click [+] → Query Sheet.

note

Query sheets do not write back to Frappe. They are analysis-only.