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create an "Export to Excel" for an Embedded component which is a node[0,n] under opportunity.xbo ?

pavanvenkata
Explorer
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1,116

Hi All,

I have a requirement like : Under Opportunity, a custom facet(EC) is created. And user needs to export the data which is in that custom Facet. [we don't want to use Data work bench, rather user clicks on "Export to Excel" functionality need to be used"]

Note: custom EC is created as a node[0,n] under opportunity.xbo.

Can someone guide or help me with steps by step procedure document what needs to be done to achieve this requirement ?

Thanks,

Pavan

Accepted Solutions (0)

Answers (3)

Answers (3)

nikhilwalsetwar
Contributor
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Hi pavanvenkata ,

You can embed the analytical report showing the above information to the opportunity TI and can allow the user to download/export the data to excel. It will be very easy and less time consuming where you don't need to modify the SDK (considering you have created related Data sources to the solution).

BR,

Nikhil

pavanvenkata
Explorer
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Hi wnikhil ,

Infact the suggestion you said is considerable idea.

But, can you clarify me that , Is it possible for EC from node ? I got information that it is possible for OWL which is designed from custom BO.

Before that it would be good for me to know whether it can be done from SDK only.

Can you please provide me some document or blog which is built for EC from node ?

Thanks,

Pavan

former_member786471
Discoverer
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Hi pavanvenkata ,

For the solution suggested by wnikhil, as per my understanding you need to expose the custom fields to the appropriate data source, else create a new data source. Then you can perform join with opportunity data source and create an analytical report which can be then embedded into the opportunity TI.

Thanks,

Aditi

nikhilwalsetwar
Contributor
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That's right aditi_sharma!!

pavanvenkata - Follow this approach to build the report and embed that report to your opportunity TI screen using UI adaptation and that's it. Hope this helps!

BR,

Nikhil

pavanvenkata
Explorer
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Hi wnikhil , & aditi_sharma

Thanks for suggesting.

But customer does not accept this.

Any alternative solution to use the same "Export to Excel" functionality only ?

Thanks,

Pavan

nikhilwalsetwar
Contributor
0 Kudos

Hi pavanvenkata ,

You can embed the analytical report showing the above information to the opportunity TI and can allow the user to download/export the data to excel. It will be very easy and less time consuming where you don't need to modify the SDK (considering you have created related Data sources to the solution).

BR,

Nikhil

former_member786471
Discoverer
0 Kudos

Hi,

Not sure if this would help, but just putting down a possibility.

May be you can create custom extension BO as WorkCenter and create an OWL for the same. Extend the opportunity custom facet data mapped with each opportunity ID. So, basically the OWL will consist of columns containing Opportunity ID and all the fields of custom facet.

On this OWL view you can provide the functionality to export as excel.

Please refer below link for exporting OWL as Excel,

Create an OWL Excel Export

Export OWL Data to Excel

In case you don't want to export the data for all opportunity IDs, then you can try to give an option to search for a particular opportunity and then export the same. Also, make sure to assign this WorkCenter to the required business role/ user.

Please feel free to tweak the procedure in your way, as I have just tried to bring in my way of understanding.

Thanks and Best Regards,

Aditi

pavanvenkata
Explorer
0 Kudos

Hi Aditi,

Thanks for the information.

But, in my case already Custom Facet(EC) is existing which is created as a node under opportunity.xbo and there are lot of absl code and dependency also exists on that EC which i cannot do new changes.

As you suggested, if this is OWL created from custom BO, the export functionality would have feasibility.

Can you suggest on the my existing scenario which is EC added from node ?

Thanks,

Pavan