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Inspiring
January 3, 2023
Question

Excel Generation

  • January 3, 2023
  • 6 replies
  • 0 views

Hi Expert,

How can we generate the Excel file from a data subset,

Earlier we had the smart service "Export CDT to Excel" under the excel tool plugin which seems to be deprecated now.

Thanks,

Gaurav Singh

6 replies

January 3, 2023

You can try to use the Smart Service "Export SQL To Excel" instead of the deprecated  "Export CDT to Excel" depending on your requirement.

gauravg568
January 3, 2023

Hi,

You can use the out of the box Smart Service - Export Data Store Entity to Excel Smart Service to achieve Excel file generation. As compared to a plugin, use of out of the box smart service is suggested. Since this smart service is out of the box, it will be supported by Appian's Support team. 

konduruc733182
January 3, 2023

Hello gauravs0010,

If you are getting the data from you tables or views, You can use a dynamic query to create/construct the SQL statement using your data from the columns and you can use that statement in SQL to Excel smart service

If you are having a staging table then you can use the  Export Data Store Entity to Excel Smart Service 

If you are using a staging table to do so, you must make sure your DB table is locked until your action is completed every time you run the process. This will avoid multiple entries from different instances which will lead to incorrect data.

I recommend to use the SQL to Excel which seems to be hassle free.

We have CDT to Excel smart service which is now deprecated. But you might still try, it is still working.  You need to construct the data into your CDT format and then pass the data to the Smart service.

I hope this will give some solution to your question

Inspiring
January 3, 2023

The problem that we go into is that we have the updated version of the Excel tools which doesn't have the smart service itself.

Is there any way possible to downgrade the version of the plugin

We are using Appian Cloud Instance.

konduruc733182
January 3, 2023

I'm not sure if downgrading the version is possible. 

Excel Tools - 2.3.0

SQL To Excel Smart Service - 1.3.0

These versions have the smart services. Not sure about the latest.