Skip to main content
S
subramanians0001
March 1, 2021
Question

Integration Services

  • March 1, 2021
  • 5 replies
  • 0 views

Hi All,

I am trying to build a new process model which imports the Data from an excel file.

the steps i followed -

- Create New Process model 

- Add the Import Excel to Database Under the Integration service/ excel tools.

- On the Configuration window for the  Import Excel to Database what should I enter on the filed properties to get this working and once Configured how to run the process model 

Any step by step configuration would be much appreciated

Thanks

    5 replies

    peter.lewis
    peter.lewis
    Employee
    March 1, 2021

    How are you planning on using this process model? Is it a one time import or is your plan to expose a form that allows a user to provide an excel file that is imported? Depending on the answer to that question, you will need to design your process model differently:

    • If it's a one time import, you can upload the Excel file directly into your application using the New > Document button. Then, you can browse and find that Excel file in the Import Excel File to Database.
    • If you want to upload the Excel file from a form, you need to create an interface and connect it to your process. I'd suggest looking at the Process Modeling Tutorial for an example on how to connect a form to your process.
    S
    subramanians0001Author
    March 1, 2021

    Thanks

    While navigating the Appian application I came to know that you can create a process model just to import the excel file into the appian database is that right?

    My intention is to bring a set of records say 50 rows of data from the excel file to the appian database and display as records in appian and view the 50 rows of data in Appian. ( the 50 rows of data is an daily excel file which we get and we want to set a automated process to pick the daily file )

    Secondly  After importing the Data I want to create a couple of metrics and display in reports ( Not sure how to get going with that)

    After displaying the metrics in the reports I want to trigger a process flow say for an example out of 50 records which is displayed in appian say ten of my records satisfy a condition pick all the Product category =4  say 10 records satisfy the condition and then I want to send an email to all the ten product owners  to downgrade the 'Product Category = 1'.

    Import Excel to Database Under the Integration service/ excel tools

    peter.lewis
    peter.lewis
    Employee
    March 1, 2021

    To your question: yes you can create a process to import an Excel file into the database - to be honest that's the easy part. The tricky part is figuring out what else you want the process to do, and that's why I wanted to know if you want this to be a repeatable process or a one time process.

    Since it sounds like you want to be able to import this with daily files, I'd suggest creating a form where you can upload the file. When you upload the file in your form, you can then use the file uploaded as the input for the node that imports the data into Excel. Once you have this process, you can then run it whenever you want to add new data.

    If you want to automate it later, you can always add that in as an additional step in the process that retrieves the new file from some location. So really to get this working I'd suggest:

    1. Creating a folder structure to store your files. See the page on managing documents for more information.
    2. Create a form with a file upload where you can upload the file into that folder.
    3. Create a process model and associate the form you created with that process. See the process modeling tutorial I linked above for more information on how to set this up.
    Terms & ConditionsAccessibility statement