After you select the source file for your app, you determine the worksheet that you want to use to begin the app creation. Based on this worksheet, the Open as App Wizard will suggest you a template (a type of app). ("Select worksheet and confirm file".)
The template determines the initial design process since a cost estimate calculation app should contain functions other than a contact list. This way, we simplify the conversion of your file into an application. You can, of course, edit your app at a later date and add additional features.
After analyzing your spreadsheets, the Open as App Wizard makes a pre-selection of the appropriate templates. If there are many calculations in the source file, the wizard will recognize this and suggest "Calculation" as a suitable template for app creation. Vice versa, if you have length and latitude values contained in a list, you can select the "List & Map" template.
List: Suitable for Excel-based lists, such as inventory lists. Entries can be grouped, filtered, and searched. The list consists of an overview of all entries, with a separately configurable detailed view for the individual records. The data is used to create a Dynamic Dashboard that gives you a quick overview of the composition of the data. Detailed information » Template "List"
Contact List: This template optimizes the classic list for displaying addresses, telephone numbers, and email addresses. From the detailed view, you can directly call the phone function or write an email, which allows you to work much more effectively. For example, pictures of the employees are presented more prominently in the app (links to the image files must be contained in the source file). If geo-information is included, the entries are displayed on an additional page on a map.
Map: This app is based on an Excel list containing geo-information. The latitude and longitude values are used to display the records in a map view. The respective data record can be opened in a detailed view by simply clicking on the pin.
List & Map: The Template List & Map consists of two pages. A list representation of your entries (with detailed view), as well as an additional map view. This template can only be generated (as with "Map"), if longitude and latitude values are included in your source file. Detailed information » Template "List & Map"
Calculation: This template is used for calculations and is probably the most powerful template. Open as App is able to transfer the logic of your file into your future app automatically. The only thing you need to do is to select the input and output fields for your app. The values and results from your spreadsheet can be displayed according to your wishes. Results can, for example, be displayed in diagrams or combined with other values in a PDF file and sent by email. Detailed information » Template "Calculation"
Dashboard (Beta): This template creates an application from the charts that are already included in your source file. All the diagrams on the worksheet are automatically transferred and can be edited in the next steps. In just a few minutes, you can create mobile business intelligence dashboards that you can share with your colleagues and team members. Reports no longer have to be sent by email, but can be made available as an app.