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October 17, 2024
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How can I generate dynamic excel from certain table

  • October 17, 2024
  • 7 replies
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There is a database table where user can write into. I need to generate a dynamic template using the data from the table. Meaning I have a button or a link, whenever user click it, the latest template should be generated and downloaded.

2. And I want one of the column to be populated with a dropdown and user can only choose value from the dropdown, which also means the excel should be protected. Can we generate protected excel with only specified cells that can be edited

How can I implement this?

    Best answer by shubhama926776

    I recommend using the documentToUpdate parameter of exportDataStoreEntityToExcel to create your own Excel formatting document with headers and supported Excel formatting.
    Create your Excel template and feed it to the smart service to update it, ensuring that all formatting remains intact. Remember to set includeHeader to false.

    7 replies

    somasundaram.d
    October 17, 2024

    Try creating another similar table which will serve as a reference for the template. On the button or link use Export DSE to excel to create a empty document with headers. Since both the tables have similar structure, the created excel file can be used as a template to import to the main table

    primaryTabe: Id | Col 1 | Col 2 | ... |Col n

    primaryTabTemplate: Id | Col 1 | Col 2 | ... |Col n

    October 18, 2024

    Can we rename the headers for exported excel file in Export DSE to excel

    shubhama926776
    October 18, 2024

    I recommend using the documentToUpdate parameter of exportDataStoreEntityToExcel to create your own Excel formatting document with headers and supported Excel formatting.
    Create your Excel template and feed it to the smart service to update it, ensuring that all formatting remains intact. Remember to set includeHeader to false.

    shubhama926776
    October 18, 2024

    Export data store entity to excel smart service can create dynamic excel but as you asked,

    Can we generate protected excel with only specified cells that can be edited

    Export data store entity to excel smart service can't add data validation and protected sheet feature of excel.

    https://docs.appian.com/suite/help/24.3/Export_To_Excel_Smart_Service.html#supported-excel-formatting

    October 18, 2024

    Is there any smart service that support these features?

    shubhama926776
    October 18, 2024

    No