View this page in the latest version of Appian. Export Process Report to Excel Smart Service Share Share via LinkedIn Reddit Email Copy Link Print On This Page Note: This is the new Export to Excel smart service. If you need to export to CSV, use the Export Process Report to CSV Smart Service. Overview The Export Process Report to Excel Smart Service allows designers to safely export large amounts of data from process reports. It can be used to export data from Appian that can then be imported into other third-party applications. A designer may want to export all data or just updates made within the last day. The Smart Service returns a document in an Excel format. Note: Appian strongly recommends customers to use this smart service in place of Export Portal Report to Excel (part of the Excel Tools Plug-in). Properties Category: Document Generation Icon: Assignment Options: This smart service can be either attended or unattended (default). Configuration options Data tab Node inputs Name Type Description Required Multiple Process Report Process Report The process report to query. Y N Filters Any Type A set of conditions to apply to the queried data. Can use either a list of a!queryFilter() or a single a!queryLogicalExpression(). When using a list of a!queryFilter(), all filters are combined using the AND operator. Filters saved to the process report are applied before these are applied. N Y Report Context Any Type Contains an array of either Group, User, Number (Integer), or Process Model to pass to the report context. N N New Document Name Text The name of the new document that is to be created by this smart service activity. N N New Document Description Text A brief description of the document. N N Save in Folder Folder The folder where the newly created document is to be stored. Applicable and required when creating a new document. N N Document to Update Document The existing document to update with the exported data. This can be useful when using the smart service multiple times in the same process model, or if formatting is needed. See Supported Excel Formatting. Appian supports Excel 2007 and above. Note that a new version of this document will be created. N N Include header Boolean Outputs the label of each field in the first row of the document if set to true. Default is true. N N Sheet Name Text The name of the sheet where data will be added as a result of executing this smart service. The following characters will be replaced with underscores: [ ] / \ ? * N N Sheet Number Number (Integer) The sheet number where data will be added as a result of executing this smart service. Default is 1, the first sheet. N N Starting Cell Text The cell where the output will begin. Default is "A1". Any data in rows above this cell will remain in the sheet; any data in the same row or below will be removed and overwritten. N N Custom Cell Positions Text Array of cell positions where custom cell values should be added. N Y Custom Cell Values Text Array of values to be added on the specified custom cell position. N Y Node outputs Name Data Type Description New Document Document The document generated as a result of executing this smart service. a!exportProcessReportToExcel() Exports data from a process report to Excel. This function will only execute inside a saveInto on a component or as part of a Web API. Syntax a!exportProcessReportToExcel( report, filters, context, documentName, documentDescription, saveInFolder, documentToUpdate, includeHeader, sheetName, sheetNumber, startingCell, customCellPositions, customCellValues, onSuccess, onError ) Parameters Keyword Type Description report Document The process report to query. filters Any Type (Optional) A set of conditions to apply to the queried data. Can use either a list of a!queryFilter() or a single a!queryLogicalExpression(). When using a list of a!queryFilter(), all filters are combined using the AND operator. User filters saved to the process report are applied before these are. context Any Type Contains an array of either Group, User, Number (Integer), or Process Model to pass to the report context. documentName Text The name of the new document that is to be created by this smart service. documentDescription Text (Optional) A brief description of the document. saveInFolder Folder The folder where the newly created document is to be stored. Applicable and required when creating a new document. documentToUpdate Document The existing document to update with the exported data. This can be useful when using the smart service multiple times in the same process model, or if formatting is needed. See Supported Excel Formatting. Appian supports Excel 2007 and above. Note that a new version of this document will be created. includeHeader Boolean (Optional) Outputs the field's label in the first row of the document if set to true. Default is true. sheetName Text (Optional) The name of the sheet where data will be added as a result of executing this smart service. Certain characters ([ ] / \ ? *) will be replaced with underscores. sheetNumber Number (Integer) (Optional) The sheet number where data will be added as a result of executing this smart service. Default is 1, the first sheet. startingCell Text (Optional) The cell where the output will begin. Default is A1. Any data in rows above this cell will remain in the sheet; any data in the same row or below will be removed and overwritten. customCellPositions List of Text String (Optional) Array of cell positions where custom cell values should be added. customCellValues List of Text String (Optional) Array of values to be added on the specified custom cell position. onSuccess Any Type A list of saves or an HTTP response to execute after the smart service executes successfully. Created with a!save() or a!httpResponse(). The document ID of the created/updated document is returned in the fv!newDocument function variable. onError Any Type A list of saves or an HTTP response to execute when the smart service does not execute successfully. Created with a!save() or a!httpResponse(). Returns Document Example Copy and paste an example into an Appian Expression Editor to experiment with it. You will need to provide a constant to replace both REPORT and TARGET_FOLDER. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 a!localVariables( local!exportId, { a!linkField( labelPosition: "COLLAPSED", links: a!dynamicLink( label: "Render Excel File", saveInto: { a!exportProcessReportToExcel( report: cons!REPORT, documentName: "Report " & now(), saveInFolder: cons!TARGET_FOLDER, onSuccess: a!save( local!exportId, fv!newDocument ) ) } ) ) } ) Usage considerations The following configurations and expected behavior apply when using the Export Process Report to Excel Smart Service from the Process Modeler: You may specify either a LogicalExpression or a list of Filters in the Filters parameter but not both. If you wish to specify only one condition, specify a Filter. If you wish to specify more than one condition, use LogicalExpression or use a list of Filters. To create multiple tabs in the same Excel spreadsheet with data from different process reports, use multiple nodes of this smart service. You can use the Document to Update and Sheet Number parameters when exporting a second process report. Due to performance considerations, there is a max row limit of 10,000 rows and a max column limit of 50 columns that can be exported. To export your data to a preformatted spreadsheet, use the Document to Update and Starting Cell parameters. Learn how to export data to a formatted Excel sheet. Exporting data to a formatted Excel sheet It’s common for businesses to use standard, preformatted spreadsheets to display and share data. For instance, a preformatted spreadsheet may have a cover page with different font size and colors; instructions above a table where data will be added; formatted table headers; or a specific column width. When you use this smart service, you can determine the cell in an existing spreadsheet where the output should begin. This is called the Starting Cell parameters. Once you specify the Starting Cell, any cells above this point will keep their original formatting, such as alignment, font, border, fill options, column width, and frozen rows and columns. To export your data to a preformatted spreadsheet: Create a spreadsheet with any necessary information and formatting. This will be the original spreadsheet where the data will be exported to. Configure the smart service, and set the following parameters: Set the Document to Update parameter to the spreadsheet you just created. Set the Starting Cell parameter to the appropriate cell. Any cells that start at or below the Starting Cell will not maintain any formatting. Execute the smart service. This will create a new version of your spreadsheet with your exported data and formatting. Supported Excel formatting The following table shows the formatting options supported by this smart service. Generic formatting options apply to all data in a given sheet; whereas cell formatting options only apply to any rows that are not updated by these smart services (i.e. custom cell positions/values, starting cell). Formatting Type Details Generic Formatting Column widths Frozen rows and columns Tab colors Sheet visibility Cell Formatting: Number Number Currency Accounting Date time Percentage Fraction Scientific Text special and custom Cell Formatting: Alignment Horizontal Alignment Vertical Alignment Indentation Orientation Wrap Text Shrink to Fit Merge Cell Cell Formatting: Font Type: Calibri, Arial, etc. Style: Bold, Italic, etc. Size: 8, 9, 10, etc. Underline: Single, double, etc. Color Effects Cell Formatting: Border Line Style Line Color Border options Cell Formatting: Fill Options Background color Pattern color Pattern style Unsupported Excel formatting and elements The following list displays Excel options that are not supported by this smart service: Charts Excel formulas Filters on columns Formulas Images Links Macros Any formatting options that are not listed above Related objects Data Types: Query Filter Logical Expression See also Export Process Report To CSV Smart Service Smart Services Library Feature compatibility The table below lists this smart service function's compatibility with various features in Appian. Feature Compatibility Note Portals Partially compatible Can be used with Appian Portals if it is connected using an integration and web API. Offline Mobile Incompatible Sync-Time Custom Record Fields Incompatible Real-Time Custom Record Fields Incompatible Custom record fields that evaluate in real time must be configured using one or more Custom Field functions. Process Reports Incompatible Cannot be used to configure a process report. Process Events Incompatible Cannot be used to configure a process event node, such as a start event or timer event. Feedback Was this page helpful? SHARE FEEDBACK Loading...