How to create a CSV file out of Report Definition
Hi,
I have a grid whose source is Report Definition. Requirement is to have a button where user can click to create and download a CSV file from this grid. Filtering must be reflected for generated CSV file.
Let's assume below use case:
- The report definition is to obtain the list of Customers (class: MyCo-MyApp-Data-Customer)
- It seems Pega creates a top page "pgRepPgSubSectionDownloadCustomerBB" and its pxResults(1) to (n) have a list of customers
- I want to specify some property - CustID, Name, PhoneNumber, and Address.
I have located an out-of-the-box activity called "pxConvertResultsToCSV" which seems a best fit for this requirements - however I am not sure what exactly I should enter parameters. Could someone advise me what to actually enter based on above sample page / property name?
Thanks,
Accepted Solution
Pegasystems Inc.
GB
If you open the pxConvertResultsToCSV and goto the parameters tab you can see a description of each parameter.
I was able to get this working using just the following parameters:
- CSVColumns CSV of properties as columns in CSV
- PageListProperty name of the property to be read in the primay page (In the case of a repor definition as above you would need to use the pxResults page)
- FileName option. If blank will be defaulted to ResultsToCSV
Example:
This is based on a grid sourced from the report Data-Admin-Operator-ID pxRetrieveAllOperators, and I want to export just the properties pyUserName and pxUpdateDateTime.
Note, that this will export all data and not take filters into account. That would be much harder to achieve (and i think would require a custom activity to check the filter criteria), and since excel has it's own filtering tools you are probably better off doing the filtering in excel.
If you open the pxConvertResultsToCSV and goto the parameters tab you can see a description of each parameter.
I was able to get this working using just the following parameters:
- CSVColumns CSV of properties as columns in CSV
- PageListProperty name of the property to be read in the primay page (In the case of a repor definition as above you would need to use the pxResults page)
- FileName option. If blank will be defaulted to ResultsToCSV
Example:
This is based on a grid sourced from the report Data-Admin-Operator-ID pxRetrieveAllOperators, and I want to export just the properties pyUserName and pxUpdateDateTime.
Note, that this will export all data and not take filters into account. That would be much harder to achieve (and i think would require a custom activity to check the filter criteria), and since excel has it's own filtering tools you are probably better off doing the filtering in excel.
- CSVColumns pyUserName,pxUpdateDateTime
- PageListProperty "pgRepPgSubSectionGridToCSVB.pxResults"
- FileName MyResults
Wipro Ltd
IN
HI CloeW
i am getting below error..can you please help me,if you had faced issue like this
| " Step Status | FAIL |
| Step Status Info |
The property TestWorkRDResultsPage.pxResults was of mode Page List while com.pega.pegarules.data.internal.clipboard.ClipboardPropertyImpl.getPageValue() was expecting Page mode. Details: (none) |
"
Deloitte
IN
Hi I have tried to the same in standalone activity i found no error in tracer
In activity
Step 1 : Formed a Page list
Step 2 Call pxConvertResultsToCSV
with params
CSVColumns
PageListProperty
FileName
Issue : I have some fields like EventOwner.Show name this value is not exported to excel
what if i use some function on some property
Please help