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