Exporting the data into excel with a date range.

Hi,

I have a data in an an entity. I would like to pass two different dates and fetch the data between those dates and at the same time I would like to export to excel.

Can someone advise how can I can achieve this.

I found "Export Data Store Entity to Excel", but not sure whether this service will support date ranges to get the data from Data Store Entity.

Thanks.

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  • 0
    Certified Associate Developer

    You can go with the Export DSE to Excel smart service, it works perfectly fine with your use case I have tried it personally, you just need to add between date range a!queryFilter just as you do in any a!queryentity().

    Below is the sample code for it


    a!localVariables(
      local!exportDocId,
      local!errorMessage,
      {
        if(
          isnull(local!exportDocId),
          /*This link field contains the link that starts the export*/
          a!linkField(
            labelPosition: "COLLAPSED",
            links: a!dynamicLink(
              label: "Export to Excel File",
              saveInto: {
                a!exportDataStoreEntityToExcel(
                  entity: cons!AA_VEHICLES_DSE_POINTER,
                  documentName: "Excel Export " & now(),
                  saveInFolder: cons!PA_FOLDER_ARTIFACTS,
                  filters: a!queryFilter(
                    field: "vehicleLastModifiedDate",
                    operator: "between",
                    value: { todate("10/06/2021"), today() }
                  ),
                  onSuccess: a!save(local!exportDocId, fv!newDocument),
                  /*This displays an error if there is an issue executing the save*/
                  onError: a!save(
                    local!errorMessage,
                    "Error Exporting File to Excel"
                  )
                )
              }
            )
          ),
          {}
        ),
        if(
          /*This only displays the download link if a valid document was created*/
          not(isnull(local!exportDocId)),
          /*This changes the link to a download link for the newly created document */
          a!linkField(
            links: a!documentDownloadLink(
              label: "Download Excel File",
              document: local!exportDocId
            )
          ),
          a!textField(value: local!errorMessage, readOnly: true)
        )
      }
    )

  • Thank you so much for your reply.

    I don't  have any interface to implement this. I have implement this functionality in a process model.

    Please advise if we can implement the same in Process model

  • +1
    Certified Associate Developer
    in reply to swapnar6405

    I tried implementing it in a process and it gave me error: "Filters field must be of type QueryFilter or LogicalExpression (APNX-1-4505-019)" even though I was passing correct filter 

    I tried making some changes here and there and it seems like it do not accept dates from todate() and some other built-in functions, but when I passed the dates using constants it worked fine. So I would suggest making a constant for your "From" and "To" dates and use them in value parameter.

  • Thank you so much for providing in details explanation.

    I have another question, is it advisable to get entire data set from the database and apply the filter in the Appian or Apply the required filter by using a stored procedure in the database and just show the data in the appian.

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