Export Data Page (list) to Excel
A step by step of exporting a Data Page list to an Excel file using Platform 8.8.2:
1. Create a Data Page list.
- This example uses a report definition as a source which queries sample data entered in the Data Type record.
2. Create an Excel template file.
- Reference the data page name and pxResults() followed by a property name.
- Notice that we can stye the Excel template file such as adding a color to the header. Column D is also set with 'Wrap text'.
3. Upload the Excel template file as a binary file in Platform.
4. Create an activity with one step - Call pxGenerateExcelFile
- Parameter 1 = Excel output file name
- Parameter 2 = Excel template name ("excel!SampleDataTypeDataPage!xlsx")
- Parameter 3 = Select DownloadFile checkbox
5. (Unit test) Run the activity to generate and download the Excel output file.