Exporting to Excel to fill in specific fields in template document.

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Hi All   My customer has an Excel document which they need to generate per case.  I have tried using the Excel Exporter Marketplace Module using the excel document as an Uploaded Template but this doesn't seem to give me exactly what I'm looking for.     I am looking to ideally enter a View Page and press a button on the specific record, this will then run a microflow which generates the file within the Entity (generalisation System.FileDocument) and downloads it with the appropriate information in each applicable cell.   See below the document which I am looking at generating (the 0s will be the Attribute values from by Entity)   My microflow for generating and downloading the file This successfully downloads the document with the correct File Name but it seems to only export the template document with none of the attributes.   Excel Export Template; Worksheet; Column data;   Is there another way to export excel data to specific Cells within a document or am I not using the Excel Exporter as I should be?   Thanks Grant
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3 answers
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I achieved specific cell data export using Excel Exporter with one limitation i.e. you can get data from Object not from Reference.

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  1. Set “Sheet Input object” & “Row object” settings to the object what you want to export.
  2. Set “Reference to template input object” settings to none. i.e. unselect the selected row in the lookup and click select button to set none/empty.
  3. Set “Start retrieved data at row” settings to the number (out of your template row limit) so that you can use your static data settings. E.g. if you want to export data to specific cells that exists till row 10 then set the “Start retrieved data at row” to 11.
  4. Set “Use Static data” settings checked.

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       5. In the “Static data” tab add your specific cell & row data export using type “Object data” (Reference won’t work)

       6. “Column data” tab settings are required, if you have data export other than specific cells then set the column mapping here else do some dummy settings like below.

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Output:

 

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Hi Grant,

 

This module https://marketplace.mendix.com/link/component/117034  allows you to use an Exel template and populate the fields using the attributes of an entity. I think this will be useful.

 

If you need more flexibility, use: https://marketplace.mendix.com/link/component/116370.

 

Go Make It 

 

 

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I was able to sort this myself by creating a new hidden sheet in Excel to export my data to.  The columns which need to be populated by my Case Information now just point to the Exported columns in the hidden sheet. 

 

There was also an issue with my Join Types in the Export Worksheet hence why I wasn't able to see my data in the exported template.  I have now resolved by changing the Associations within the Excel Export Worksheet settings to LEFT JOIN.

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