Question

Need to Export Process variable data in a PM to a formatted Excel sheet.

Forum|Forum|2 years ago
June 6, 2024
11 replies
0 views

Hello everyone,

We have a client requirement where we need to export Client and Employee data recieved from document extraction in a PM to an Excel template provided by the client, where client data should be inserted in their respective positions in sheet 1 and the multiple employee data should be inserted accordingly in its desginated cells in sheet 2.

Attached are pictures of the Excel template formats for both sheets, as well as the format of the data we are receiving.

We tried using the Export Data Store Entity to Excel smart service in the process model, but the results were unsatisfactory.

We also used Appian RPA Excel operations, which provided a solution, but it took 25 minutes, which is not viable in all conditions.

We are looking for a more efficient solution to export data into Excel. Any tips or assistance would be greatly appreciated.

davidj137213

Brainy

Try this smart service.

docs.appian.com/.../Export_Process_Report_Excel_Smart_Service.html

R

rithwinv0001Author

Hii [mention:30e9241b4c1c4c17b116ff972a939045:e9ed411860ed4f2ba0265705b8793d05] ,

Thanks for your response.

Using Export Process Report to Excel Smart Service doesn't give us the desired output. Atleast with the way we are configuring it. [emoticon:7750934658ef4619a61da60774114b77]

stefanhelzle0001

Brainy

This use case is really crying for being implemented in Appian, instead of another messy Excel + email "process". Sorry, but I had to say this.

Do you see any chance to push back this "requirement"?

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rithwinv0001Author

Hi [mention:a11f77a729fb4db2af76b09948583328:e9ed411860ed4f2ba0265705b8793d05] ,

Thanks for your response.
No there is no chance to push back this "requirement". We are still exploring various methods to find a solution.

mikes0011

Brainy

This will probably be pretty easy once you are willing to use the [deprecated but still perfectly usable] Excel Tools Plug-in smart service, "CDT to Excel".

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rithwinv0001Author

Hi [mention:b45a4f6a20b14a008e4e0ec732a8bf98:e9ed411860ed4f2ba0265705b8793d05] ,

Thanks for your response. I did use Excel Tools Plug-in smart service, "CDT to Excel", but I am receiving an error.

I tried to follow the tips given in this discussion https://community.appian.com/discussions/f/plug-ins/13364/export-cdt-to-excel-smart-service to configure since there is no proper documentation I could find for the respective smart service.

mikes0011

Brainy

You'll need to check your system log files (i.e. tomcat-stdout.log) to see if there's anything more relevant to your issue there. Unfortunately the error message you've posted here doesn't really tell us anything meaningful.

As a shot in the dark, you can post a screenshot of your configuration for the node you're trying - if you go to the "generate documentation" view under the process model's "Tools" menu, you can screenshot all items of the configuration at once. In particular we need to make sure your values are correct for "CDT" and "CDT fields to export", and make sure "sheet number" is set to 0 if you're trying to output to the first sheet (and 1 for the second sheet, etc).

sivanagamalleswarit0001

Inspiring

Are your excels templates?

Did you tried exploring Text Doc from Template SS to export data to excel?

We have similar requirement where none of the excel tools or regular plugins worked but this template smart service worked. I am not sure if it suits your complex requirement.

R

rithwinv0001Author

Yes. Our excel is a template provided by the client.

We haven't explored Text Doc from Template SS to export data to excel. Thanks for the suggestion, We'll definitely test it out and see if it works out.

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