---
title: "Export to Board M365 Excel Add-in"
slug: "export-to-m365-excel-add-in"
description: "Export Flex Grid configurations to Excel for M365 seamlessly, preserving formatting, filters, and selections for a unified Board experience."
tags: ["Excel", "Excel Add-In", "M365"]
updated: 2026-08-19T13:44:37Z
published: 2026-08-19T13:44:37Z
canonical: "help.board.com/export-to-m365-excel-add-in"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.board.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export to Board M365 Excel Add-in

Users can **export a Flex Grid** configuration from the Platform **to a compatible Excel file to use in the Board M365 Excel Add-in**. The export maintains graphical formatting, selections, grid-made filters and sorts, and grouping. This feature enables seamless workflow in Excel by **reducing manual, ungoverned exports** and unifying the Flex Grid with Excel Add-in experience to **ensure consistent, governed access to Board data** across both environments.

> [!NOTE]
> Export to Board for Microsoft 365 Excel Add-in is not supported for Data View Objects

## How to export a Flex Grid to Board M365 Add-in

1. **Click on “Export to Excel”** from the Object Toolbar of a Flex Grid or from the right click menu.

> [!NOTE]
> Export from Screen to Excel M365 Excel Add-in is not yet supported.
2. **Choose** the option “**Microsoft Excel Workbook for Board M365**”
3. **Choose** the following options to facilitate the export:
  1. **Export formatting**. Exports Flex Grid with configured formatting. Enabled by default. If disabled, formatting is ignored.
  2. **Export Selection reference**. Keeps the configured selections. If disabled, selections are ignored.
4. Click “**EXPORT**”.

![](https://cdn.document360.io/8d6f1ae8-0cac-4d0d-a208-6245b83df94a/Images/Documentation/m365-add-in-export-window.png)

### Sorts and filters in export

Filters made in the Filter panel of a Flex Grid are kept in the export. Each active filter becomes a filter rule in the right task panel.

Sorting on fields are kept and the “Multi-sorting” order applies.

> [!NOTE]
> Filters and sorts applied on columns are not supported.
> 
> Filter and sorts are combined into one rule.

### Limitations

Not all properties and setups specific to a Flex Grid Object are supported in the export.

The following **Flex Grid options are not supported** in Board M365 Add-in:

- Export Flatten is not available for exports specific to the Add-in.
- Group Display Type is not supported.
- Pinned Columns are not supported.
- Expand configuration is not reflected in the export. All groups appear collapsed by default.
- Unbalanced structures are not supported.

> [!NOTE]
> Treeview does not expand unbalanced member is export.
- Reordering of columns or groups is not supported in the export
- Drills
- Docked Charts
- Vertical Aligned Layout is disabled at the export
- Pinned Columns
- Flat view
- Data Entry
- By Column configured
- Layout filters

The following **Flex Grid Object Properties are ignored** when exported:

- Desaturate color alert
- Show fields panel
- Show Filters panel
- Show Pivot Mode
- Allow changing column visibility
- Allow Grouping by row
- Allow Grouping by col
- Allow aggregation of totals
- Remove aggregation label
- Show status bar
- Suppress group count
- Enable click on URL
- Allow Vertical Block Alignment
- Expansion level
- GroupDisplayType
- Sorting modification
- Filtering modification
- Data entry options
- Rows Density