The Workbook tab

The Workbook tab contains settings that control the conversion of an Excel spreadsheet to a web page. 

The Workbook tab contains settings for the converted web page. The contents of the Workbook tab varies slightly between flavors.

Page title

When someone opens the converted web page in a web browsers, the Page title is shown in the Name bar for the browser tab or window. If you don’t specify a page title, the file name is used as the page title.

Screenshot of the Page title setting in the Workbook tab of the task pane

Enable Real-time Sync

With Real-time Sync, two or more users can share the same web form or calculator, entering data simultaneously and seeing each other’s changes live on the screen. If you wish to disable Real-time Sync for a calculating web page or web form, untick the Enable Real-time Sync checkbox and convert the spreadsheet again.

This option is not available for the iPhone/Android flavor.

Read more about Real-time Sync in the HTML flavor. 

Screenshot of the Real-time Sync setting in the Workbook tab of the task pane

Browser storage

Web browsers provide a storage feature where websites can save data for later re-use. We use this permanent Browser storage in each of your users’ web browser to save the most recently used field contents for all the web forms the user has visited. If the user opens the same form again, it opens with the most recent values already entered in each field, which can save the user a lot of time.

To reset the form fields to their default values, the user can press the Reset button in the toolbar or Side Menu, see below.

If you wish to disable the use of Browser storage for one of your calculators or forms, untick the Enable Browser Storage checkbox and convert the spreadsheet again.

Disabling Browser storage will disable the entire autosave feature for all form fields, and will also disable the ability to use Offline Forms.

Read more about Browser storage. 

Screenshot of the Enable Browser Storage checkbox in the Workbook tab of the task pane

Mobile setting

Fit page to screen width

When you create a spreadsheet, you don’t know the exact width of the screen for each user. If you tick the Fit page to screen width checkbox, the web page will always zoom to fill the screen width of any device. If the checkbox is unticked, a narrow spreadsheet will leave empty screen space to the right, and a wide spreadsheet will require horizontal scrolling.

Enable Swipe

The Enable Swipe option is useful when your calculator or form has more than one sheet and it is converted to a web page with the Wizard layout. When Enable Swipe is checked, the user can move between the steps in the wizard by swiping left for Next or right for Previous.

Hide Header and Footer

The Hide Header and Footer option lets you display just the body part of the spreadsheet in the web page, i.e. without the sheet title, so that it integrates better when you package it with a native app.

The Mobile settings are only available for the iPhone/Android flavor.

Screenshot of the Mobile setting in the Workbook tab of the task pane

Theme settings

HTML flavor

A theme provides layout settings that can be used to tailor the visual appearance of more than one web page. You create a theme with Theme Designer, then import it into your SpreadsheetConverter installation and apply it to one or more spreadsheets before converting them to web pages.

Themes and the Theme Designer are not available for the iPhone/Android flavor.

The Create New Theme link opens the Theme Designer in your default web browser. The Apply Theme link lets you select between the available themes, install a new theme if necessary, then apply it to the current spreadsheet.

Read more about themes and ThemeDesigner.

Screenshot of the Theme settings in the Workbook tab of the task pane for the HTML flavor

iPhone/Android flavor

Page Fill Color

The Page Fill Color is used for the entire background of the converted web page, also in places where there is no corresponding color setting in Excel.

Read more about the Page fill color.

Default Theme

The Default theme setting allows you to set an overall layout to your web page. There are two settings, Light and Dark.

The Page Fill Color and the Default Theme setting are only available for the iPhone/Android flavor.

Screenshot of the Theme settings on the Workbook tab of the task pane for the iPhone/Android flavor

Borders around text fields

By default, the text input fields in your web calculators and forms will have a special border that visually indicates that they are open for user input. Output text fields do not have a border unless you have set the corresponding Border property for the cell in Excel.

You can use the Borders around text fields setting to select a thinner border or to remove the border completely. If you remove the border, it will be difficult for the user to see what fields that can be used to enter data, and empty input fields will be invisible.

This option is not available for the iPhone/Android flavor.

Screenshot of the Borders Around Text Fields settings in the Workbook tab of the task pane in the HTML flavor

Layout

You select what worksheets in your workbook to show or hide on the Worksheets tab. If you have two or more visible worksheets, you need to specify how the user switches between the sheets.

SpreadsheetConverter has five different ways to handle multi-sheet workbooks:

  • Listview shows the sheet names in a list, and you click on a name to view a sheet. (Available in the iPhone/Android flavor only.)
  • Tabs generates a tab for each worksheet in the workbook, much like Excel itself does, to let you select what sheet you want to work with. (Available in all flavors except iPhone/Android.)
  • Wizard uses Next and Previous buttons in the toolbar to guide the user through a sequential step-by-step data entry process. If you include a bottom toolbar, the Show same height in all pages setting ensures that the bottom toolbar doesn’t move up and down between wizard pages of different length.
  • Panels are horizontal headers, each representing a worksheet. When you click on a panel, the corresponding worksheet slides down to appear below it. If you click on the panel again, the worksheet disappears again by sliding in under the panel.
  • Accordion layouts are similar to panel layouts but show only one section of the form at a time.

Read more about multi-section forms.

Screenshot of the Layout section of the Workbook tab in the task pane

Input cells

When converting a spreadsheet to a web page, SpreadsheetConverter must determine what cells to open for data entry. All other cells are locked in order to protect formulas, captions and constants, and to give the spreadsheet the overall appearance of a web page.

When you design a web form, you may need to manually define certain form fields as input fields to ensure that they will be open for user input in the converted web page. You do this by inserting widgets, using coloring or by unlocking the cells.

Read more about how to open cells for user input.

Screenshot of the Input cells setting in the Workbook tab of the task pane

Toolbar position

SpreadsheetConverter inserts a toolbar in the converted web page. The toolbar contains the action buttons that allow the user to Update a calculator, Submit a form, Print a page or Reset all field contents to their default values.

The Toolbar position setting allows you to place the toolbar Below the spreadsheet, Above the contents of the page, or Both.

The toolbar and this option are not available for the iPhone/Android flavor, which always places the action buttons in the Side Menu.

Screenshot of the Toolbar Position setting in the Workbook tab of the task pane

A bottom toolbar normally appears directly below the last content on each page. When using a Wizard layout, the Show same height in all pages setting ensures that the bottom toolbar doesn’t move up and down between wizard pages of different length.

Screenshot of the Show same height option for Wizard layouts on the Workbook tab

Select buttons to include

Use the checkboxes under Select buttons to select which of the action buttons you want to include in the toolbar or Side menu. You may modify or translate the text for each button using Options > Customize Texts.

  • When a user has completed entering values into an electronic form, he/she presses the Submit button to send the form for post-processing. The Submit button must be configured to function properly, see Configure Submit below.
  • The Print button prints the current worksheet. This option is not available for the iPhone/Android flavor.
  • The PrintAll button prints all the sheets in the workbook. This option is not available for the iPhone/Android flavor.
  • When a user opens a form that has been used before, the input fields retain the values that were entered the previous time the form was used. The Reset button removes the values from the previous use and restores all field contents to their default values.
  • If Automatic recalculation is disabled, the Update button recalculates the cell contents in the spreadsheet. If Automatic recalculation is enabled, this button is redundant.

In the iPhone/Android flavor, the buttons are located in the Side menu via the “hamburger” button in the top left of the screen. In the other flavors, the buttons are located on the toolbar. Using Action button widgets, action buttons can also be placed almost anywhere on the web page.

Configure Submit

If you design an electronic form using an Excel spreadsheet, SpreadsheetConverter can convert it to a smart web form with a free, turnkey solution for the handling of the submitted forms. When a user presses the Submit button in the form, the form’s contents are sent to one of our servers, which converts the form fields into an e-mail and sends it directly to you. The basic functionality is free, giving you immediate access to all the forms submitted by your users.

For a nicer layout, we invite you to a free trial of the Advanced Submit Service. This is a fee-based service that not only makes the e-mail with the form data much easier to read, but also saves all submitted form data on our servers. Whenever you want, you can download this data in one of several convenient file formats.

Click on the Configure Submit link to control how electronic forms are to be handled when submitted.

Read more about how to configure a web form’s Submit options.