How to Export Data in Pega to Excel?

How to Export Data in Pega to Excel?

We can use OOTB activity called MSOGenerateExcelFile to Export Data in Pega to Excel.

This activity prompts three parameters:

1. FSFileName:  The FileName and Format you want to get from Pega

2. TemplateRFB: This is the template file to store the data to be exported.It will be BinaryFile in Pega

3. DownloadFile : This checkbox is enabled to .download the file in a pop-up window.

Let us assume, I have list of values stored in page called SamplePage in Pega. I need to export the values in SamplePage to Excel file called ExcelData.xlsx

Step 1 : Create a custom activity called SampleExport

Step 2: Call MSOGenerateExcelFile in the custom activity

Step 3: Create a Binary File. Go to Records--->Technical--->BinaryFile. Click Create

Step 4: In Create Binary File Form Enter Label as MyExcel. Give App Name (Directory) as excel and File Type (Extension) as xlsx

Step 5:Create an Excel File and refer the properties you need to export to excel.

For example, In cell A1 in Excel Sheet Enter as {SamplePage.pxResults().property1 input} to populate the property1 values from the PageList SamplePage. Upload the Excel File in Binary File and Click Save.

Step 6: Parameter Values for MSOGenerateExcelFile:

      FSFileName = “ExcelData.xlsx”

    TemplateRFB = "excel!MyExcel!xlsx"

    DownloadFile = Enabled

Step 7: Run the activity.You can download a Excel File called ExcelData.xlsx which contains the results from the Page/Pagelist. Reference the properties in Excel Sheet to get the required data from the Pega