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hari0002
April 29, 2022
Question

excel

  • April 29, 2022
  • 22 replies
  • 1 view

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

22 replies

C
chandhinir0002
April 29, 2022

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

H
hari0002Author
April 29, 2022

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

C
chandhinir0002
April 29, 2022

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.

N
nareshs945
Inspiring
April 29, 2022

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. 

H
hari0002Author
April 29, 2022

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.

mikes0011
mikes0011
Brainy
April 29, 2022
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.

The Expression Guru
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