Mastering Data Export in Pega: A Complete Guide to Using MSOGenerateExcelFile

Mastering Data Export in Pega: A Complete Guide to Using MSOGenerateExcelFile

To export data from Pega to Excel using the OOTB activity , you can follow these detailed steps: 

Steps to Export Data from Pega to Excel 

Step 1: Create a Custom Activity 

- **Create a new activity**: Name it . 

Step 2: Call the OOTB Activity 

- **In your activity**, use the **Call** method to invoke . 

Step 3: Create a Binary File 

1. **Navigate to**: → → . 

2. **Click on Create**. 

3. **In the Create Binary File Form**: 

   - **Label**: Set as . 

 - **Application Name (Directory)**: Set as . 

   - **File Type (Extension)**: Set as . 

Step 4: Prepare the Excel Template 

- **Create an Excel file** using a tool like Microsoft Excel. 

- **Define the structure**: For example, in cell A1, you could enter: 

  ``` 

  {TempPage.pxResults().property1} 

  ``` 

  This will be used to populate the data from . 

Step 5: Upload the Excel Template 

- **Upload the Excel file** you just created to the Binary File record you created (GetData). 

- **Click Save**. 

  

Step 6: Set Parameter Values for  

- **In the activity**, set the parameters for : 

  - **FSFileName**: Set to . 

  - **TemplateRFB**: Set to . 

  - **DownloadFile**: Enable this option (set to ). 

  

Step 7: Trigger the Activity 

- **Run the activity**: You can link this activity to a button or a link in your user interface to allow users to trigger the export. 

  Notes 

- **Referencing Properties**: Make sure to correctly reference properties in the Excel template to match the data structure you are exporting. 

- **Testing**: Always test the activity in a development environment before deploying it to production. 

  

By following these steps, you should be able to successfully export data from a Pega page to an Excel file, allowing users to download the file with the required information.q 

 

 --TEAM ENIGMA

  

 

 

 

 

 

 

 

 

 

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