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

To export data from Pega to Excel using the OOTB activity MSOGenerateExcelFile, 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 DataExport. 

 Step 2: Call the OOTB Activity 

– In your DataExport activity, use the Call method to invoke MSOGenerateExcelFile. 

 Step 3: Create a Binary File 

1. Navigate to: Records → Technical → BinaryFile. 

2. Click on Create. 

3. In the Create Binary File Form: 

   – Label: Set as GetData. 

 – Application Name (Directory): Set as excel. 

   – File Type (Extension): Set as xlsx. 

 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 TempPage. 

 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 MSOGenerateExcelFile 

– In the DataExport activity, set the parameters for MSOGenerateExcelFile: 

  – FSFileName: Set to “GetData.xlsx”. 

  – TemplateRFB: Set to “excel!GetData!xlsx”. 

  – DownloadFile: Enable this option (set to true). 

 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.