[AliIbnBotir]

SUMMARY

Part of SIP #45265.

Stacked on #45278 (Spreadsheet chart), which depends on #45263 and #45275. This branch contains their commits, so until they merge, please review only the last commit, feat(chart-data): export the Spreadsheet chart to Excel with its edits. Backend only.

"Export to Excel" on a Spreadsheet chart writes the sheet as the user sees it instead of the raw query result:

• renamed headers, formulas (with cached values), cell styles, merges, column widths and frozen panes;
• pivot mode's stacked header rows;
• row groups as real Excel outline groups, with Subtotals and Grand Total rows.

How it works:

• In QueryContextProcessor.get_data, an XLSX request whose form data has viz_type == "univer_sheet" goes to the new superset/utils/univer_excel.py instead of excel.df_to_excel. Every other chart takes the existing path unchanged.
• univer_excel.py rebuilds the same sheet the browser shows (data area, pivot headers, groups, saved edits from univer_workbook) and writes it with XlsxWriter, which is already a dependency.
• Shared formulas are moved with openpyxl's formula translator. openpyxl was already installed through pandas[excel] and is now declared directly in pyproject.toml (>=3.1.5, <4). requirements/*.txt are updated accordingly, no new package is installed.
• It reuses the chart-data endpoint, so permissions, row limits and config apply as before. Explore sends the current form data, so unsaved edits are exported too. Dashboards, reports and alerts use the saved chart.
• CSV and JSON exports still return the raw query result.

BEFORE/AFTER SCREENSHOTS OR ANIMATED GIF

_Export to Excel from the chart menu, and the downloaded .xlsx: renamed headers, header fill and the Average formulas are kept._

Before: the .xlsx contained the raw query result with the original column names and no formatting, formulas or groups.

TESTING INSTRUCTIONS

Automated:

• pytest tests/unit_tests/utils/univer_excel_test.py tests/unit_tests/common/test_query_context_processor.py

Manual (needs the chart PR):

1. Open a Spreadsheet chart in Explore, rename a header, colour the header row and add a formula row under the data.
2. Chart menu → Download → Export to Excel. Open the file: the renamed header, fill and formulas are there, and the formulas have values.
3. Switch to Pivot mode and export again: the stacked header rows are merged as in the browser.
4. Turn on Group rows by dimensions and export: Excel shows outline groups (the 1/2 buttons on the left) with Subtotals rows.
5. Export any other chart type to Excel: the output is unchanged.

ADDITIONAL INFORMATION

• Has associated issue: SIP [SIP-236] Proposal for a Spreadsheet chart (Excel-like, editable) built on Univer #45265
• Required feature flags:
• Changes UI
• Includes DB Migration (follow approval process in SIP-59)
  • Migration is atomic, supports rollback & is backwards-compatible
  • Confirm DB migration upgrade and downgrade tested
  • Runtime estimates and downtime expectations provided
• Introduces new feature or API
• Removes existing feature or API

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[codecov]

Codecov Report

❌ Patch coverage is 20.61856% with 462 lines in your changes missing coverage. Please review.
✅ Project coverage is 64.89%. Comparing base (7f1bfab) to head (0a62f1d).
⚠️ Report is 257 commits behind head on master.

Files with missing lines	Patch %	Lines
superset/utils/univer_excel.py	20.52%	457 Missing ⚠️
superset/common/query_context_processor.py	16.66%	5 Missing ⚠️

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HEAD has 3 uploads less than BASE

Flag	BASE (7f1bfab)	HEAD (0a62f1d)
python	7	5
postgres	2	1

Additional details and impacted files

@@             Coverage Diff             @@
##           master   #45279       +/-   ##
===========================================
- Coverage   83.29%   64.89%   -18.41%     
===========================================
  Files        3039     3040        +1     
  Lines      198375   198960      +585     
  Branches    46213    46338      +125     
===========================================
- Hits       165235   129110    -36125     
- Misses      29916    66949    +37033     
+ Partials     3224     2901      -323     

Flag	Coverage Δ
hive	34.90% <20.44%> (-0.08%)	⬇️
mysql	52.82% <20.61%> (-0.18%)	⬇️
postgres	52.82% <20.61%> (-0.18%)	⬇️
presto	36.65% <20.44%> (-0.09%)	⬇️
python	53.11% <20.61%> (-33.80%)	⬇️
sqlite	52.58% <20.61%> (-0.18%)	⬇️
unit	?

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