How to convert the CDT to excel

RE: How to convert the CDT to excel

Mike Schmitt — Wed, 14 Aug 2024 14:46:06 GMT

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).

RE: How to convert the CDT to excel

linp0001 — Tue, 13 Aug 2024 21:22:23 GMT

can you give some information how to create "Excel_base_template"? also other items.

Regards,

RE: How to convert the CDT to excel

Mathieu Drouin — Wed, 12 Jul 2023 17:53:59 GMT

I use the Export Process Report to CSV node as described here: community.appian.com/.../interface-to-excel

RE: How to convert the CDT to excel

Mike Schmitt — Wed, 12 Jul 2023 17:50:00 GMT

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.