Pega Download Data In Excel Sheet

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 Hi All,

In this blog we will see how we can download data in excel format.




You can download excel template from below link.

https://github.com/AbhiGit799/Pega-Excel-Binary-File


Step 1:- Create Activity.

Activity ID = DownloadUserDeliverables

CL = Data-Portal


Step 2:-  Define Pages & Classes

CaseDeliverables                 Code-Pega-List

CaseDeliverables           C-C-Art-Data-DeliverablesList

D_GetCaseDeliverables         C-C-Art-Data-DeliverablesList



Step 3:-  Parameters

CaseID                  String


Step 4:- Define Steps in activity


1) Page-Copy                  Step Page = D_GetCaseDeliverables[CaseID:Param.CaseID]

*CopyInto = CaseDeliverables


2)  Loop = For each embedded page      Step Page = CaseDeliverables.pxResults

Jump  When = StepStatusFail       if true = Exit Activity     if false = Continue Whens


2.1) Property-Set            Step Page = CaseDeliverables


CaseDeliverables.pxResults(<CURRENT>).pyNote = Param.CaseID


Param.duedate = CaseDeliverables.pxResults(<CURRENT>).DeliveryDueDate


CaseDeliverables.pxResults(<CURRENT>).pyLabel = @FormatDate(Param.duedate,"yyyyMMdd","MM/dd/yyyy")


Param.delreportenddate = CaseDeliverables.pxResults(<CURRENT>).DeliverableReportEndDate


CaseDeliverables.pxResults(<CURRENT>).pyTempValue = @FormatDate(Param.delreportenddate,"yyyyMMdd","MM/dd/yyyy")


3) Call pxGenerateExcelFile             Step Page = CaseDeliverables


FSFileName = "Deliverables_Scheduled.xlsx"

TemplateRFB = "Art!DeliverablesScheduledcustom!xlsx"

DownloadFile = checked


4) Page-Remove

CaseDeliverables



Data Page Used

Data Page ID = D_GetCaseDeliverables

Structure = List

Object Type = C-C-Art-Data-DeliverablesList

Mode = Editable

Scope = Thread


Data Source

Source = Data Transform          Data transform name = GetCaseDeliverables {Checked Pass Parameter}


No refresh strategies for editable data page.


Page options = {checked} Limit to a single data page


Parameters

CaseID           String          Required = Yes       In/Out = In


Thank you!! Will see you all in next blog post 😊. 


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