Export to Excel/CSV Smart Service with local data

Hi all,

It has come to my recent attention that Excel Tools has recently deprecated the Export CDT to Excel Smart Service (looking at 2.0.2), leaving us with the Appian "Export to Excel/CSV" Smart Service to export data into Excel documents. However, we are unable to format the data from our Query into a format appropriate for our end user such as displaying a user's full name instead of their username (as stored in the database). As the end user does not see the username very often in our systems, showing the username in the Excel export may result in some confusion.

Some theories to solve this we have considered are as follows:

  • Use the Excel Tools plugins - Difficult - As the most recent version of Excel Tools has deprecated the Export CDT plugin and we are in a Cloud instance, getting an older version is quite difficult as we can only install the latest version of a plugin.
  • Use the "Custom Cell Positions" and "Custom Cell Values" to emulate this functionality - Bad Practice - As the Smart Service combines the query and the export together, we can't get the totalCount or dependant data without querying the service before the export, essentially querying twice for the same data. This is a practice I wan to avoid as it causes large datasets to have even larger bottlenecks.

Are there any other potential solutions that could be used?

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