Export to Excel File

The Export to Excel File task allows users to export datasets or other data structures to a series of Excel sheets within an Excel file.

The Export to Excel task is divided into two tabs:

• the Options Tab,

• the Export Options Tab.

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The Options tab

A detailed description of the Options tab is provided in the Export tasks introductory page.

In this task only, two more options can be found in this tab, referring to sheets:

• Sheet name: type the name of the sheet where data will be exported.

• Append a sheet to a file if exists: if selected, a sheet will be appended to the file, if it exists.

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The Export Options tab

The Export Options tab is divided into two areas:

• the Dataset Structure area,

• the Rules area.

Dataset Structure

The following options are available in this area:

• Put names in line (0 means ‘no names’): the line number from which the names of the columns will be taken. The default value is 1.

• Put types in line (o means ‘no types): the line number from which the names of the data types will be taken. The default value is 0, meaning that the type name will not be included.

• Export styles: if selected, the column styles and the formatting set in the Data Manager task will be exported.

Rules

The following options are available in this pane:

• Write covering statistics: if selected, covering statistics for rules will be added to the exported Excel file.

• Write error statistics: if selected, error statistics for rules will be added to the exported Excel file.

• Write condition covering statistics: if selected, covering statistics for conditions will be added to the exported Excel file.

• Write condition error statistics: if selected, error statistics for conditions will be added to the exported Excel file.

• Rule format: select the rule format. The possible values are:

  • If-then

  • Matrix

  • Multisheet

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Example

• Drag an Export to Excel File task onto the stage and link it to the task containing the data to export to it.

• Double-click the task to open it and configure it as follows:

  • Select Dataset as the Data to be exported.

  • Select Both as the Export mode.

  • Select the Destination type: in this case, we decided to use a Saved resource, namely a Sharepoint folder.

  • Once the folder has been selected by clicking on Select and choosing the path, write the File basename in the corresponding field and the Sheet name.

  • Type the email addresses to which you want to send the exported file by typing them in the Recipients for export via email field.

• Save and compute the task.