# Excel (XLSX)

Use this page when you want to design a workbook in Microsoft Excel and generate a true `.xlsx` file from Salesforce data.

An XLSX template is built in Excel, then uploaded to S-Docs for generation.

Use it when spreadsheet structure matters more than HTML layout, Word editing, or slide design.

{% hint style="info" %}
Pick **XLSX** when you need spreadsheet-first output, Excel design tools, and bracket-based S-Docs syntax.
{% endhint %}

### When XLSX is the right fit

Use XLSX templates when you need:

* Microsoft Excel workbook design tools
* a generated `.xlsx` file
* merge fields inside a workbook
* conditional sections in worksheet content
* named queries in Microsoft template syntax
* generation through **S-Docs LWCs** or the **SDK** with the newer upload flow

XLSX is a strong fit for data exports, pricing workbooks, operational reports, and spreadsheet-first deliverables.

### How XLSX templates work

The workbook design lives in Excel.

The dynamic data comes from S-Docs syntax placed inside the `.xlsx` file.

XLSX templates use bracketed Microsoft template syntax around S-Docs blocks and merge fields.

{% code title="xlsx-basic-syntax.txt" %}

```plaintext
[{{!Account.Name}}]

[<!--RENDER='{{!Opportunity.StageName}}' == 'Closed Won' -->]
  Closed-won summary
[<!--ENDRENDER-->]
```

{% endcode %}

### Conditional logic

Use conditional logic when worksheet content should appear only for certain records.

XLSX conditional logic uses the same `RENDER` model as other Microsoft templates.

Wrap both the opening and closing tags in square brackets.

{% code title="xlsx-render-block.txt" %}

```plaintext
[<!--RENDER='{{!Contact.Phone}}' != 'NULL' -->]
  Phone: [{{!Contact.Phone}}]
[<!--ENDRENDER-->]
```

{% endcode %}

Keep merge fields inside rendered content in square brackets too.

Use the same operators you use in standard S-Docs conditional logic.

{% code title="xlsx-render-operators.txt" %}

```plaintext
[<!--RENDER=( ('{{!Account.BillingState}}' == 'CA' || '{{!Account.BillingState}}' == 'NV')
             && '{{!Account.Active_Contract__c}}' == 'True' ) -->]
  Regional account with active contract
[<!--ENDRENDER-->]
```

{% endcode %}

Nested render blocks work too.

{% code title="xlsx-render-nested.txt" %}

```plaintext
[<!--RENDER='{{!Opportunity.StageName}}' == 'Closed Won' -->]
  Congratulations on your purchase.
  [<!--RENDER1='{{!Opportunity.Install_Date__c}}' != 'NULL' -->]
    Installation is scheduled for [{{!Opportunity.Install_Date__c}}].
  [<!--ENDRENDER1-->]
[<!--ENDRENDER-->]
```

{% endcode %}

Common fixes:

* If the block prints as text, add square brackets around both `RENDER` tags.
* If a field inside the block stays blank, wrap that merge field in square brackets too.
* If the condition never matches, verify the field path and comparison value.

{% hint style="info" %}
Starting with S-Docs Summer '25 (`v10.0`), XLSX generation uses the newer Microsoft template upload flow when enabled.

That improves consistency, file handling, and performance for supported generation paths.
{% endhint %}

### Supported features

XLSX templates support these common S-Docs capabilities:

* merge fields
* conditional logic
* named queries
* Excel-native formatting and formulas

### Important constraints

Keep these XLSX rules in mind:

* Live Edit is not supported.
* Template headers and footers are not supported.
* Component templates are not supported.
* S-Sign is not supported.
* Related lists are not supported.
* Leading zeros and strict number formats may need explicit Excel formatting.

### Next reads by goal

* Need the build steps? Read [Build and Upload an XLSX Template](/sdocs/template-architecture/document-formats/xlsx-format/build-and-upload-an-xlsx-template.md).
* Need setup details? Read [XLSX Rendering Considerations](/sdocs/template-architecture/document-formats/xlsx-format/xlsx-rendering-considerations.md).
* Need merge field syntax? Read [Merge Fields With Microsoft Templates (DOCX, PPTX, XLSX)](/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-microsoft-templates-docx-pptx-xlsx.md).
* Need conditional syntax? Read [Quick Setup: Conditional Logic With Microsoft Templates (DOCX, PPTX, XLSX)](/sdocs/advanced-template-logic/conditional-logic/quick-setup-conditional-logic-with-microsoft-templates-docx-pptx-xlsx.md).
* Need named query patterns? Read [How To: Advanced Data Retrieval with Named Queries](/sdocs/advanced-template-logic/named-query/how-to-advanced-data-retrieval-with-named-queries.md).
* Need formatting help for leading zeros? Read [Preserve leading zeros in Excel output](/sdocs/template-architecture/document-formats/other-formats/leading-zeroes-for-xls-templates.md).


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