Feature Request: update the "Export Data Store Entity to Excel" smart service to accept an Excel Base Template

The Export Data Store Entity to Excel smart service has many advantages including directly handling paging for large data sets, however it is lacking some major important features that prevent it from being the replacement for Export SQL to Excel or Export CDT to Excel (from the Excel Tools plug-in) that it was intended to be.

1) The biggest of these by far is its inability to accept an Excel file as a base template.  So far this lack has made this new feature useless to me, personally, for any of my projects because they all require the features that can only be added via a base template: namely, the ability to format certain things in advance.  That includes pre-setting column widths, and setting column headers with filtering already in-place.  See screenshot for an example of both of these:

It seems to me as if this might be an easy addition to the current smart service since it wouldn't override or break any existing functionality if users are using it *without* the base template already. Of course, I can't speak for what's going on in the Appian internals that might make this harder than I think.

2) Another thing that's missing from, say, the things we were able to do with Export CDT to Excel, is the ability to do some Appian-side transformation to data prior to it being written to Excel.  In many cases, for example, end users don't know or care about usernames, but instead would want to see the user's plaintext name i.e. the result of rule!APN_displayUser( pv!username ), or similar.  That is not a transformation that can always be done via the database, not even necessarily in a view since not everyone keeps user plaintext names in the database.  Another example would be the ability to reformat dates, for instance from a datetime down to an ISO-compliant date string (YYYY-MM-DD), or whatever other format we might like.

So I'm not sure how feasible this might be or how it might be accomplished using the current configurations of the smart service or any seamless additions, but if someone could figure out a way to allow us to pass in certain column names and an expression that should be applied to the value of each row of that column, that would also be amazing.  I would consider EDSEtE feature-complete if both of these were added.

Everyone please let me know what you think and whether there are any other (feasible, generally-usable) wishlist items I should've included.

Thanks!

  • Hi Mike,

    We are trying to evaluate adding support for basic Excel templates which are likely to address the requirements you mention above. However, support for macros and formulas, which require cell based logic would not be supported.

    As for your second request, I recommend using the Export Record List functionality as that allows you to export the same format you see on the record list itself. I don't expect Appian to work on this functionality for out Export to Excel smart service in at least one year.

    It'd be great if you could open a use case and attach the Excel template you are planning to use so we have a better idea of your requirements and consider them when making changes to out Export to Excel smart service.

    Best regards,

    Jupiter Munoz

    Principal Product Manager

  • We are trying to evaluate adding support for basic Excel templates which are likely to address the requirements you mention above.

    That's great news

    However, support for macros and formulas, which require cell based logic would not be supported.

    I can live with this - I haven't personally had a use case that would require macro or formula functionality (mostly, exported reports for customer data).

    As for your second request, I recommend using the Export Record List functionality

    The problem here is that I'm talking about exporting various different custom-created customer data reports, with highly advanced and customized on-form filtering (already in place).  These are mostly done through Views at the moment which is fine, but for example it provides no avenue through which to do data formatting that's only visible to the Appian side.

    That being said, if (Part 1) can be accomplished, that will satisfy ~90% of what I really need; the data transformation could potentially wait for a graceful solution to become available (and/or a different / more advanced smart service that comes in the future).

    It'd be great if you could open a use case

    Can you give me any further details as to how to do this?  Is this different from opening a support case via a Customer organization?

    Thanks!

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