Templates

What are spreadsheet templates?

Templates are the foundation of Spreadsheet Gorilla. They define the spreadsheet configuration and how monday.com board data is selected, transformed, and exported.

Worksheets

How to use worksheets

Worksheets in Spreadsheet Gorilla work like in Excel or Google Sheets. You can + add up to 6 worksheets to a spreadsheet template. Each worksheet can contain one or more boards. You want to use multiple worksheets to:

• Combine differently structured boards in one spreadsheet
• Add subitems of parent boards in a separate worksheet
• Calculate with advanced formulas across multiple boards

Board filters

How to use board filters

Board filters in Spreadsheet Gorilla let you include or exclude specific board items per board in a template. A board filter is build up upon one or more rules. Each rule is based on a specific board column, followed by operators and values. In addition you can choose from an AND or OR condition that is applied to your rules, and optionally you can define an Ascending or Descending column based sorting.

How to create rule based filters

1. Click the Add filters button on the designated board
2. Then select the column from which items should be filtered
3. Choose operators and set values as shown on screen
4. Click Add rule and repeat the steps 2 to 3 if needed
5. Now set a condition logic and a column sorting
6. Click the Confirm button to save your filters

Advanced settings

How and when to use advanced settings

Advanced settings can be accessed and configured per board in your spreadsheet template. These settings have two purposes, either enabling specific options on a board, or for debugging reasons in case you run into issues that might be caused by a certain board column or a whole board.

How to access advanced settings

1. Click the ☰ button on the designated board
2. Choose from the options as shown on screen

When to use which advanced setting

• Enable column names
  Use this to inherit and embed the board column names above the board items in the exported spreadsheet. You likely only want to enable this on the very first board of your configuration.
• Enable dynamic board
  Use the current board as a dynamic board for fetching items based on the context where the export is triggered. Learn more about how and when to use the dynamic board feature here.
• Enable formulas via API
  Use this to resolve native monday.com formula columns via the monday API, instead of resolving them client sided as by default. Learn more about this is experimental feature here.
• Disable board
  Enable this option to completely skip this specific board during export to improve performance or to debug potential issues.
• Disable mirror columns
  Use this to skip all mirror columns on this specific board during export to improve performance or to debug potential issues.
• Run diagnose
  Troubleshoot issues on the board by running a diagnosis and downloading a report. Learn more about how to troubleshoot here.

Message manager

How to use the message manager

The message manager in Spreadsheet Gorilla is used to create an email or notification text that is being used in export automations. You can Create up to 8 messages per spreadsheet template. Each message consists of a subject, message text, and message name which is used for reference in the target automation.

How to access the message manager

1. Click the Message manager button above your configuration
2. Create a new message and fill out all textfields on screen
3. Click the Save button to save your automation message

Organizing columns

How to manage and map columns

Organizing columns in your spreadsheet template is straightforward. By default any added board has a start configuration inherited from its board structure. Columns can be reordered, added and deleted. Further you can map board columns to specific spreadsheet columns by changing the target of the board column.

Available column types

• Board column
  Default selection that refers to a column from the board.
• Custom formula
  Choose this to use a custom and advanced formula.
• Empty column
  Choose this to add extra space in between columns.

How to access column settings

1. Click the Column A ... Column Z button
2. Adjust all the settings to your needs
3. Click the Confirm button to save

Available column settings

• Column name
  Overwrite the original board column name with a custom one.
• Transformers
  Convert the value of a numbers column to plain text.
• Font settings
  Change the columns font, font size and adjust its appearance.
• Cell settings
  Align the column value as needed and apply a background color.

Adding boards

How to manage and add boards

XXX

Preview spreadsheet

How to preview your configuration

Previewing your spreadsheet configuration is an essential step in the process of setting up your template. Use it to ensure your configuration works as intended, and the spreadsheet output aligns with your expectations.

How to access the preview

1. Click the Preview button in the top right app header
2. Double check the output across all worksheets
3. Repeat the steps above as long as needed