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Question

 Jai Ganesh C (JaiGaneshC)
Infosys
Jai Ganesh C
Infosys
IN
JaiGaneshC Member since 2017 4 posts
Infosys
Posted: Oct 12, 2020
Last activity: Oct 12, 2020
Posted: 12 Oct 2020 3:05 EDT
Last activity: 12 Oct 2020 4:54 EDT
Closed

Configuring button in portal to extract data in the excel sheet

Hi , I have a requirement to export the datas in an excel sheet which is displayed in user portal. can anyone help in step by step how to achieve this functinality.? (Note: The data is fetched and displayed in user portal via integration,so these data need to be retrieved in excel sheet)

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Pega Platform 7.2.2
Case Management
Financial Services
Senior System Architect

Posted: 4 years ago
Posted: 12 Oct 2020 4:54 EDT
Devadharshini Nagarajan (nagad2)
PEGA
Senior System Architect
Pegasystems Inc.
IN

Hi, 

Below steps might help you:

Step 1: Create a new Excel file with the column names. Map the properties from where the column values to be picked

Step 2 :  Create a Binary File and Upload the Excel Template.

Step 3. Call MSOGenerateExcel to generate the excel file and give the appropriate step page

FSFileName - OutPut File Name in which the result should be stored. Ex: “TestReport.xls”

TemplateRFB - combination of three values.  Ex: "webwb!TestReport!xlsx"

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