Download data from a Table on the UI as Excel
Hello,
We use an optimized table on the UI where adding/removing columns are enabled.
We have received a new customer requirement I do not know how to fulfill with OOTB functions.
The customer has a wish to be able to download the table content as Excel. They want to see only the visible columns and if possible the filters selected also applied.
We know how to generate Excel from the data, but we have two issues we do not know how to solve:
- Excel generation is based on a template, so I cannot set the columns generated dynamically (the only way I can see writing a function in Java to fully generate the Excel using some library, but this is a laborious approach)
- I do not know how to get the user-managed layout information from the table
- The visible/hidden columns
- The applied filter
Does Pega have any OOTB solutions for the above problems? Can someone propose some approach that would provide the same/similar functionality differently?
Gabor
Pegasystems Inc.
GB
To generate an Excel file from a table with user-managed layout information, you can use the 'pzRDExportWrapper' activity. This activity allows you to export the data from a report definition, including the visible columns, to an Excel file. However, this does not include the hidden columns or the applied filters.
To include the hidden columns, you can modify the clipboard page of the report definition to unhide the columns while exporting. Unfortunately, there is no out-of-the-box solution to include the applied filters in the Excel file.
For a more dynamic approach, you might need to create a custom solution, such as a Java function, to generate the Excel file based on the user-managed layout information. However, this would be a more labor-intensive approach.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
Can we restrict number of columns on UI and have them all in export to excel ?
Activities for integrating cases with Excel documents
Saltech Consulting
HU
If I understood right, I can create a template report in the background. I can open the template rule, and then modify the .pyUI.pyBody.pyUIFields(n).pyHide to show/hide the column.
I can call on the modified rule the pzRDExportWrapper and it makes the export.
This solves the dynamic column selection.
I can even modify the .pyContent.pyFilter(n) to alternate the filters so it can also be solved with the method.
The question remains, how can I extract the user-modifiable layout information from the table UI element (shown/hidden columns, filters)?
Gabor