Hi,
I have a read-only grid with a few columns, but there are quite a number of other columns from the other tables which need to be populated in excel.
I have a Data base view where I have joined all the required tables to get the data.
Can someone suggest the best way I can use the SQLServer view to get the data into excel?
Thanks in advance
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Since you have data in view, you can create a Appian record for that view. This record comes with Appian out of the box export to excel functionality. You can show the data in Appian UI and allow them to export the data.
Right now I am loading the data with a few columns in a read-only grid using the expression rule. But, there were several columns from different tables which needs to join to the main table and eventually load into excel.
Also excel data needs some customization, so not sure whether Record Type with multiple tables joined will support customization.
Rao2022 said:But, there were several columns from different tables which needs to join to the main table
This is why users here are (correctly) suggesting you create a novel View for the purposes of your export. Controlling the joins and columns at view-level (using the DB as the driver) will make things a lot easier than trying to do such joins on the Appian side.
I got struck. Because using view I am unable to pass the parameters and filter the required data.
I have to filter the data based on user-selected parameters and save and export it to excel.
When I try to use,
a!exportDataStoreEntityToExcel() it allowing me to pass Entity, where I was unable to pass the parameters to filter the data.
I am not sure what you mean by unable to pass the parameters. a!exportDataStoreEntityToExcel() smart service contains a filter parameter which allow you to pass your filters using a!queryFilter() or a!queryLogicalExpression(). You can use this filter parameter to filter your data before exporting.
Great. Thank you so much for the info.