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Multi-Sheet Excel Tips

qomplement supports Excel files with multiple sheets. Here's how to get the most out of them.

Sheet tabs appear at the bottom of the Excel viewer. Click a tab to switch between sheets. Each sheet maintains its own:

  • Cell selections
  • AI fill state
  • Chart history
  • Undo/redo history

Template design for multi-sheet​

One sheet per document type​

If you process different document types, put each in its own sheet:

  • Sheet 1: "Invoices" — columns for invoice data
  • Sheet 2: "Purchase Orders" — columns for PO data
  • Sheet 3: "Receipts" — columns for receipt data

Summary + detail sheets​

Use one sheet for raw data and another for summaries:

  • Sheet 1: "Data" — all extracted fields
  • Sheet 2: "Summary" — totals, charts, key metrics (use AI toolbar formulas)

For documents with multiple data types:

  • Sheet 1: "Header" — invoice number, date, vendor
  • Sheet 2: "Line Items" — individual items, quantities, amounts
  • Sheet 3: "Tax Details" — tax breakdowns

Filling multi-sheet templates​

When you run Auto-Detect Mappings:

  • The AI analyzes all sheets in the workbook
  • Each sheet is filled based on its column headers
  • You can retry individual sheets without affecting others

Exporting​

When you export, all sheets are included in the downloaded .xlsx file — both filled and unfilled sheets.