How to parse Excel data into Appian objects?

 Hi,

I am using 18.3 version. My requirement is to parse data from excel and display it in a report.

But in 18.3 version, I could not find 'Import CSV to Database' smart service.Which smart service/function should I use ? Please let me know how can I achieve this.

Step by step explanation of design would be of great help.

 

Thanks,

Saicharan

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  • 0
    Certified Senior Developer

    The Parse Excel To CDT smart service can be used for this.

     

    1. Create a CDT as per the excel sheet data

    2. Modify the excel template to include CDT column names in the 1st row, the order of columns don't matter

    3. It's preferable to have the excel sheet protected and hide/lock the 1st row to prevent any modification of the 1st row. This is not mandatory.

    4. Use CDT object data in report

     

    Please let me know if you face any issues.

Reply
  • 0
    Certified Senior Developer

    The Parse Excel To CDT smart service can be used for this.

     

    1. Create a CDT as per the excel sheet data

    2. Modify the excel template to include CDT column names in the 1st row, the order of columns don't matter

    3. It's preferable to have the excel sheet protected and hide/lock the 1st row to prevent any modification of the 1st row. This is not mandatory.

    4. Use CDT object data in report

     

    Please let me know if you face any issues.

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