Hi team,
Is there any possibility to export CDT data to a multi sheet excel, without erasing the formulas given in the excel template? i have configured some dropdowns and data validations in excel. when i try to upload using smart service i can able to export data to excel in multiple sheets but the dropdowns and formulas defined are gone. I can understand this is how it works. But is there any other way like to use external services with appian to achieve this result?
Any help will be really appreciated.
Thanks in advance.
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Hello kk8282,I am not sure of any plugin, but May be try using RPA post document generation. Since the document is overridden your template might not have those dropdowns. may be you can create a robot and try.
It is possible to export CDT data to a multi-sheet Excel file without erasing the formulas defined in the Excel template. One way to achieve this is to copy the worksheet to another workbook and quickly remove the formulas, so only the results show. This method allows you to move or copy worksheets from one workbook to another, but in our example, we’re going to copy (not move) a worksheet to a new workbook, so we preserve the formulas in the original workbook. Here are the steps:
Open your original Excel workbook and select the tab for a worksheet that contains sensitive formulas.Right-click on that worksheet’s tab and select “Move or Copy” from the popup menu.In the Move or Copy dialog box, select “(new book)” from the “To book” drop-down list.Select the “Create a copy” check box so there is a check mark in the box. This ensures that the worksheet will be copied to the new workbook and not moved out of the original workbook.Click “OK”.A new Excel workbook is created, and the copied worksheet is pasted into the workbook, along with the name of the worksheet tab.Select all the cells on the worksheet you just copied into this workbook by pressing Ctrl+A or by clicking on the square in the upper-left corner of the cells, between the column letters and the row numbers.Make sure the “Home” tab is active. In the Clipboard section, click the down arrow on the “Paste” button and then click the “Values” button in the “Paste Values” section of the drop-down menu.The worksheet now contains only the results from the formulas in the original worksheet, not the formulas themselves.You can follow this procedure for each worksheet in the original workbook from which you want to remove the formulas. Once you’ve created your new workbook, keep it open, and you can select that workbook from the “To book” drop-down list on the Move or Copy dialog box.
You can reference this post: https://techcommunity.microsoft.com/t5/excel/need-to-export-values-uno online-instead-of-the-formula-is-this-possible/td-p/1317133
How is this related to Appian or the question asked above aidataylor?