How to convert the CDT to excel

Question

Hi there, 
 I am trying to convert a CDT to excel, but notice the smart service "Export CDT To Excel" is "Deprecated". I dont want to save the data into database, then use "Export Data Store Entity to Excel". could you please let me know what I can do here? 
 Regards, 
 Lin

Mike Schmitt · Answer

Export CDT to Excel still works, and no sufficient replacement has ever been provided. As long as you're not using it to export tons of bulky data, i believe there should be no issues.

Mathieu Drouin · Answer

I use the Export Process Report to CSV node as described here:

Interface to excel

Suggested Answer

I want to export data from editable grid to excel file without storing data to database. How can I achieve this?

By Y0016 over 1 year ago in Discussions > User Interface

8 replies

Latest by Mike Schmitt over 1 year ago

Mike Schmitt · Answer

You just create an excel file that you want to have serve as the underlying template behind the generated document. Its contents (if any) are fairly optional - but I almost always add a header row with friendly-formatted column names, maybe bolded, with an outline or underline (as in cell borders), and pre-apply filtering. Anything that displays outside of the inserted cells from the export will retain its formatting from the template you provide. 
 You then upload this template to your Appian folder structure, and in the box you've circled, you provide a reference to the uploaded file (i usually suggest creating a constant that points to it, and referencing that in the "base_template" field, since this makes it much less painful to switch to a new template in the future if ever needed). And if you've created a header row, you simply set your "starting_cell" value as the upper-left-most cell name where the data should start populating (i.e. "A2", etc).