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 (see a sample attached)
- 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'.
Note - it appears that the Excel template doesn't take parameterized data page. One workaround is to use a Page-Copy step to copy from the data page [parameter] to a temporary activity page, which then can be used in the Excel template. E.g. {MySampleDataTypeListFiltered.pxResults().pxCreateDateTime}
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.
Attach Excel file to email
If you have a requirement to send this Excel file as an email attachment, this article demonstrates how to configure it step by step.
Evoke Technologies
US
@Will Cho How to handle parameterized data pages for excel functionality, let's say based on the parameters for my list data page, the result count will vary.
Pegasystems Inc.
US
@AkshithReddyT In Step 2 above, I've documented the following. Have you tried this? I think I've also faced an issue when using parameterized data page directly in the Excel template. But, when i first copied to a clipboard page (MySampleDataTypeListFiltered), which was then used in the Excel template, it worked fine.
Note - it appears that the Excel template doesn't take parameterized data page. One workaround is to use a Page-Copy step to copy from the data page [parameter] to a temporary activity page, which then can be used in the Excel template. E.g. {MySampleDataTypeListFiltered.pxResults().pxCreateDateTime}
Sistran Consultores SA
BR
@Will Cho How to create the xlsx file dinamically? How can user user have the choice of what property will show in the file?
Pegasystems Inc.
US
@LuizFranciscoC If you are asking about changing Excel *template* dynamically, i haven't done it before. This article is related to an Excel template pre-uploaded to Pega Platform in advance.
Regarding the property mapping, you can refer to this screenshot for a sample mapping. You will enter the property name directly inside {}.
ACC3 International Inc
US
@Will Cho, Thank you for the detailed explanation. Is it possible to refer to a page list inside a page list property?
Ex: TopLevelPage.PageListA().PageListB().Total
I tried to map the Total in the template, but it is not working on export. Any thoughts?
Thanks.
Updated: 18 Oct 2024 11:16 EDT
Pegasystems Inc.
US
@KrushanthanR i tried a pagelist of pagelist structure and it didn't generate an Excel file. If there is an embedded pagelist of another pagelist, that is like inserting a list inside each Excel cell which i haven't seen in Excel. For now, i'm assuming that we can map only one level of pagelist to Excel.
ACC3 International Inc
US
@Will Cho Thank you so much for your reply. I tried it on my end, and as you said, it's not recognized in the output file. Looks like I need to find a workaround for this. Once again, thank you for checking.