excel

RE: excel

Rao2022 — Mon, 02 May 2022 18:15:57 GMT

I proposed the same suggestion to my Business and waiting for the confirmation.

RE: excel

Mike Schmitt — Mon, 02 May 2022 18:07:30 GMT

Yes, I see that "Alias" doesn't accept spaces in the alias name. As a work-around can you use underscores instead of spaces, meaning your column heaer could be "Employee_ID" instead?

RE: excel

Rao2022 — Mon, 02 May 2022 17:37:15 GMT

Hi,

I have used a!querySelection and a!queryColumn( field, alias, visible ), but alias is not flexible enough to fill my requirement.

I would like to place "Employee ID" in the column name "employeeid", but it is not allowing me to do.

RE: excel

Mike Schmitt — Mon, 02 May 2022 15:30:42 GMT

[quote userid="111732" url="~/discussions/f/user-interface/24454/excel/94418#94418"]But, I am unable to customize the excel column names.[/quote]

I think you can use the "alias" functionality in your QuerySelection column definitions to handle this - though I need to give the disclaimer that I haven't tried this myself (or at least not recently). The bummer here is that you'll need to define all columns manually, but it's not a bad idea to do this anyway.

RE: excel

Mike Schmitt — Mon, 02 May 2022 15:25:42 GMT

Ben Dudley - i think i was giving you examples of stuff we used to be able to do (/ clean up) by switching back-and-forth between plaintext and GUI comment editors in a much-older version of the Community Forum's functionality.

Here's a live example of what can happen without that (the user chose a different format for a Rule name, then the rest of the comment was stuck in the same new format, since there seemingly isn't an intuitive way to break out of that alternate formatting. I've had this issue in the past too).

RE: excel

Rao2022 — Mon, 02 May 2022 14:20:56 GMT

Hi,

I am able to export the data and filter it out too.

But, I am unable to customize the excel column names.

Please, let me know if there is any solution to this.

Thanks.

RE: excel

Rao2022 — Sat, 30 Apr 2022 23:31:41 GMT

Is there a way we can customize the column names instead of showing Entity/CDT column names in excel?

using a!exportDataStoreEntityToExcel(). I have gone through all the parameters, but no luck.

Just I want to check whether I am missing anything here.

RE: excel

Rao2022 — Sat, 30 Apr 2022 23:18:40 GMT

Great. Thank you so much for the info.

RE: excel

Naresh — Sat, 30 Apr 2022 20:31:01 GMT

Hi,

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.

RE: excel

Rao2022 — Sat, 30 Apr 2022 19:44:57 GMT

Hi,

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.

RE: excel

Rao2022 — Fri, 29 Apr 2022 18:01:05 GMT

Thank you. Let me give it a try this way.

RE: excel

Mike Schmitt — Fri, 29 Apr 2022 18:00:33 GMT

[quote userid="111732" url="~/discussions/f/user-interface/24454/excel/94355#94355"]But, there were several columns from different tables which needs to join to the main table [/quote]

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.

RE: excel

Mike Schmitt — Fri, 29 Apr 2022 17:58:59 GMT

[quote userid="111732" url="~/discussions/f/user-interface/24454/excel/94353#94353"]Is it possible to start/trigger process model using a!dynamicLink()[/quote]

Yes. For this you would include a call to a!startProcess() within the dynamicLink's saveInto parameter. This would launch the referenced process model asynchronously (in other words, in the background exclusively), and the user would stay on the current form.

The good side is that you can have data generated by the process (including a created Document Id) save back into the local data on your original interface - meaning you could have the referenced process model generate a document, then pass that back to your form and expose it via a Document Download Link (i.e. contained in a Rich Text Display Field).

RE: excel

Rao2022 — Fri, 29 Apr 2022 17:40:59 GMT

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.

RE: excel

Naresh — Fri, 29 Apr 2022 17:30:10 GMT

Hi,

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.

RE: excel

Rao2022 — Fri, 29 Apr 2022 16:57:14 GMT

Is it possible to start/trigger process model using a!dynamicLink()

RE: excel

Rao2022 — Fri, 29 Apr 2022 15:27:11 GMT

Is it not possible to call a process model using a!dynamicLink().

Thanks.

RE: excel

GopalK — Fri, 29 Apr 2022 15:23:07 GMT

Yes, you can use start process link to call a process.

RE: excel

Rao2022 — Fri, 29 Apr 2022 15:18:38 GMT

Thanks for sharing more details.

Is it possible to call a process model when I click on the "Export to Excel" link and use the service instead of using

a!exportDataStoreEntityToExcel()

RE: excel

chandhinir0002 — Fri, 29 Apr 2022 14:42:47 GMT

Create CDT based on the view and map the entity in datastore.

Use the entity in the Export to excel smart service and set the other info in the smart service. On Data->Output tab, save the new document AC to process variable.

RE: excel

Rao2022 — Fri, 29 Apr 2022 14:38:08 GMT

Hi,

Thanks for your response.

When I have gone through the provided help link, I didn't find a way to call a database view in that.

Can you throw some light on how to call a database view.

Thanks

RE: excel

chandhinir0002 — Fri, 29 Apr 2022 14:25:28 GMT

Hi,

You can have "Export to excel" link , clicking on the link , the excel report can be generated.

You can use this smart service to export the data to excel.
Export Data Store Entity to Excel Smart Service - Appian 22.1