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Inspiring
March 17, 2021
Question

RH 2020 - New UI - Best way to use an Excel Spreadsheet with my pdf and html output

  • March 17, 2021
  • 6 replies
  • 865 views

Hi I want to include an Excel Spreadsheet in my pdf and html output. What is the best way to acheive this?

  1. I tried saving my spreadsheet as a web page and importing it into the project but the html file just had undefined in it. 
  2. I copied and pasted a spreadsheet into a topic and that actually worked quite well. But, obviously, you cant sort on the columns.
  3. Can you link to an Excel spreadsheet from a RH topic?

Thank you for your help

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    6 replies

    Inspiring
    March 19, 2021

    Thank you very much for all your help with this. So, this is a spreadsheet that is being constantly updated and needs to be included in the documentation for end users. What I need to be able to do is reference this spreadsheet somehow so that when I build the pdf and html output, I always get the latest version of this spreadsheet. I don't want to be copying and pasting the spreadsheet into a topic. Would I be able to do that?

    Community Manager
    March 20, 2021

    In that case, the best is, to just upload the excel sheet to the server where the help is hosted, and then just reference it. That is, just add a link to the URL of the Excel sheet.

    <p><a href="https://www.foo.com/link/to/your/excelscheet.xslx" target="_blank">Download the Excel Sheet here</a></p>
    Community Expert
    March 18, 2021

    Joannah, Stefan is right that the datatables library will only get you sortable tables in the web-based outputs, not in PDF.

     

    It also don't believe it will allow you to sort the tables within the Robohelp editor. Although I haven't tried this in New UI, so I could be wrong.

    Inspiring
    March 18, 2021

    Thank you Amebr! That looks really good. 

    Community Expert
    March 17, 2021

    I've used that datatables scripting library in a Classic project before. It should be easier to implement in New UI given the better support for multiple stylesheets and web standards.

     

    https://datatables.net

     

    Community Manager
    March 18, 2021

    Cool. Thanks for sharing this, @Amebr. Looks nice and seems to be easy to implement.

     

    However, as Peter already mentioned PDF output: Such a solution is great if the output is “web-only.” However, if PDF output is a requirement, it will not help. That is, it's worth investigating to use conditionals, and publish a “full” table to PDF, and an “interactive” table to web. Maybe by inserting the table twice and conditionalize them (and give them different IDs, so that DataTables does not process the full one).

    Alternatively, conditionalize the DataTable link and script elements? Here it is to be tested whether RoboHelp also processes conditionalized link and script elements during output generation. If this is the case, the “interactivization” of the tables would only take effect during the generation of the web output, but not during the PDF generation – which would have the advantage that the tables do not have to be stored (and maintained) twice in the document. @Vivek Kumar, thoughts?

     

    @Peter Grainge: Might be also a nice one for your website. Advanced table filtering, sorting, and breaking down of big tables are a useful thing to improve the experience.

     

    Peter Grainge
    Community Expert
    Community Expert
    March 18, 2021

    @Stefan Gentz I was thinking it would suit that advanced site you are working on. 🙂

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    Inspiring
    March 17, 2021

    Thank you Peter!

    Peter Grainge
    Community Expert
    Community Expert
    March 17, 2021

    Yes and no!

     

    Yes you can link to it but the browser will then ask if you want to open it or save it. Obviously the end user will need either Excel or an app that can read the file.

     

    Your solution looks about the best but you can also save the file as a PDF when it will open in a PDF reader.

    ________________________________________________________
    See www.grainge.org for free Authoring and RoboHelp Information

    Help others by clicking Correct Answer if the question is answered. Found the answer elsewhere? Share it here. "Upvote" is for useful posts.