Dataset to Excel
Export rows from a dataset to an Excel spreadsheet. You can export data to a new Excel file, or use an existing Excel file as a template. You can download this system service from Grexx Marketplace.
Input
Use a casetype activity to add inputs to the Start dataset to Excel form.
| Attribute | Data type | Mandatory? | Description |
|---|---|---|---|
| Dataset settings | |||
| Caseid | Case ID | No | The case ID that is used as the current case in the dataset filter. |
| Dataset | Case ID | Yes | The case ID of the dataset to export. |
| Export only columns with external reference | Boolean | No | Default: false (all columns are exported). For more information about setting external references, see Configure datasets. |
| Excel settings | |||
| Input excel | File | No | An Excel file to be used as a template, or updated with the exported values. |
| Excel sheet | String | No | The Excel sheet in which the dataset values are inserted. Default: results |
| Cell start | String | No | Starting cell for inserting the data. Default: A1. |
| Do not generate header | Boolean | No | Default: false(an additional row containing the column references is inserted). |
| Copy row | Boolean | No | Default: false. For more information, see Copy row below. |
| Date cell format | String | No | Formatting in Excel or dates. Default: yyyy-mm-dd |
| Datetime cell format | String | No | Formatting in Excel or datetimes. Default: yyyy-mm-dd hh:mm:ss |
| Other settings | |||
| Resulting filename | String | No | The name of the output file. Default: result.xls |
Output
Outputs are added to the Result dataset to Excel form when the Dataset to Excel case is closed.
| Attribute | Data type | Mandatory? | Description |
|---|---|---|---|
| Output file | File | No | The resulting Excel file. |
Copy row
When modifying an existing Excel file (i.e. when an Input excel file is provided), the cells may already contain values.
- If the
copy rowoption is set tofalse, the result of the dataset is inserted, overwriting any existing cell values. - If the
copy rowoption is set totrue, the "first row of the data" is copied completely including Excel columns not in the dataset. This copying is done for the number of dataset rows necessary. If the dataset is empty, this row is removed. After copying this first row, the result of the dataset is inserted, possibly overwriting cell values of the copied cells.
The "first row of the data" is the row of the cell start (when Do not generate header is set to true), or the row after cell start (when Do not generate header is set to false).