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May 23, 2022
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Export grid data to Excel

  • May 23, 2022
  • 6 replies
  • 3 views

Hello,

I need an Export to Excel button to get an Excel file from the data in a grid (getting a report). I have tried to do it from different perspectives:

-I've tried to do it using CDTs (using the respective Smart Service tools Appian offers) wether it was in an Interface (in order to be able to download it there and then) or in the Process Modeler

-I've also tried the SQL to Excel plug in node (due to the data being the output of a stored procedure), once again in the Process Modeler (as far as I'm concerned, I haven't found a function with the same goal.

The closest I got was with the first option, but due to the changing nature of the project I am at the moment, the CDT I was using soon became obsolete and since then I've been trying to get around using one again without success.

P.D.: I'm using Appian Community Edition due to not really knowing the advantages of becoming an Appian partner/customer.

Thanks for your time,

Francisco

    Best answer by stefanhelzle0001

    To execute more than one smart service, you put these into a process and start it from the UI. Make sure to chain all nodes, then you get the process variables returned.

    6 replies

    May 23, 2022

    Hi,

    Which version of Appian you are using. Appian latest version have an out of the box export functionality for record grids, you can use this to achieve your use case. To do this

    • Create a Record for your table or view 
    • Once you set up that record, you can call that record grid in any Appian interface you want.

    You can also see helpful information here

    https://docs.appian.com/suite/help/22.1/read-only-grid-configuration.html

    https://docs.appian.com/suite/help/22.1/Records_Tutorial.html

    May 23, 2022

    Hi, Naresh,

    I also have that possibility, but given that we are using stored procedures to update the database we have (it's external), I found problems trying to do so

    gopalk2865
    Participating Frequently
    May 23, 2022

    What is the issue with export datastore entity to excel smart service?