Export to Excel

Last modified: August 19, 2024

Introduction

Exporting items from a data grid in a Mendix application in Excel format via an Export to Excel button, is standard Mendix functionality. However, in instances where more customized Excel documents are required, your app can leverage Mendix Marketplace content to create custom Excel documents based on configurable templates. To achieve this, your app will require you to download and configure two Mendix Marketplace modules.

This how-to explains how to do the following:

  • Download the Marketplace modules
  • Configure your app to export the required data in the correct format

Downloading the Required Marketplace Modules

In this section, you will learn how to download the necessary modules from the Mendix Marketplace. The modules required for this process are Mx Model Reflection and Excel Exporter.

To download the modules, follow these steps:

  1. Open the Mendix Marketplace from within Studio Pro.

  2. Search for the keyword reflection and select Mx Model reflection:

  3. Click Download to include the module in your app. It will be imported into App > Marketplace modules in the App Explorer.

  4. Search for the keyword Excel, select Excel exporter, and download that module into your app:

Adding Navigation Items to Allow Users to Configure Settings

In this section, you will learn how to add the required pages in the app’s Navigation that are needed to configure both the Mx Model Reflection and the Excel Export templates that will be used within the app.

  1. In the App Explorer, go to Navigation.

  2. Add a New item to the navigation to open the page MxModelReflection.MxObjects_Overview:

    new-menu-item-mxreflection

  3. Add a new item to the Navigation to open the page XLSReport.Excel_Document_Overview:

    new-menu-item-excel-exporter

  4. Open App Security and assign these two modules to the Administrator user role:

Creating an Input Object Entity

In this section, you will create an entity which will be used to export the Excel workbook. This will be associated with the entity holding the data with which you want to fill the Excel spreadsheet. This how-to will use a Policy entity to hold the data.

  1. Open the domain model for your app and add an entity to serve as a “primary export” entity that is a specialization of FileDocument.

  2. Create an association between the newly created entity and the entity (or entities) that you will want to serve as a base for the Excel export.

Configuring Mx Model Reflection

In this section, you will learn how to run the Mx Model Reflection synchronization so the app can leverage the output from that process to create highly customizable Excel export templates.

To run the MxModelReflection sync follow these steps:

  1. Run your app.
  2. View the app.
  3. Click the MxReflection navigation item to open the MxReflection overview page.
  4. Select each module the app needs to synchronize and click Click to refresh.
  5. Under Synchronize all entities and microflows of checked modules on the left, click Click to refresh .

Creating Excel Export Templates

In this section, you will learn how to create a basic Excel export template within your app. This section will cover an overview of the various configuration items to enable you to start building the desired templates.

Configuring the Basic Template Setup

To set up a template, follow these steps:

  1. Run your app.

  2. View the app.

  3. Click Excel Exporter to open the exporter overview page.

  4. Click the New to create a new template.

  5. Configure the Filename (without extension) to be the default file name when the template is used. This is the Name by which the template can be identified.

  6. Configure the Input Object to be the file document entity that is associated to your entity to be exported.

  7. Provide a Description for identifying and documenting what this template is for:

  8. Specify the Date time export format which defines how the dates and times should appear in the Excel file once exported.

Using an Uploaded Excel File as a Template

This Upload existing excel file option allows you to upload an Excel file as a template. If you use this option, then the names of the sheets and columns in your template will be used. However, the background color in your template will be overruled by the Background color you select for the Styles when the Background color is not set to none.

To upload an Excel file as a template, perform the following steps:

  1. Click the following icon:

    upload-excel-file

  2. For File, click Browse and navigate to the Excel file that you want to use as a template.

  3. Select the file and click Save.

  4. Create the worksheet layout.

  5. Configure dynamic column data and static data in the worksheet.

Creating the Worksheet Layout

To create the worksheet layout, follow these steps:

  1. Under the Worksheets section for the template, select New to create a new sheet template:

  2. Specify the Name that will be given to the sheet when the file is exported.

  3. Configure the Row Object that you want to export and set the reference to the template input object (if input object is used). Each object of this entity type will be saved as a row in the worksheet.

  4. Configure the Start retrieved data at row to set the ordinal number in which the data should be exported.

  5. Select if the export should export distinct only or allow duplicate data

  6. Specify the Column default width and Row default height (or leave them as defaults).

  7. Specify if the extract will Use Static Data or not:

  8. Specify if the Default text style that will denote the pre-defined style to be applied to the exported data.

  9. Specify if the Default header text style that will denote the pre-defined style to be applied to the header data:

Configuring Dynamic Column Data

To configure the dynamic column data, follow these steps:

  1. On the Column Data tab, select New to create a new export column:

  2. The Column number will be set automatically, but can be overwritten to the desired ordinal number.

  3. Define a Name for the column. This will be the Column Header when exported.

  4. Specify the Retrieve type to identify if this column will be an attribute or a reference.

  5. Specify the Select attribute to identify the attribute of the row object which will be stored in this column.

  6. Specify if the column should result in an aggregate. Note that only types of decimal, integer, and long can be aggregated.

Configuring Static Data in the Sheet

To configure the static data in the sheet, follow these steps:

  1. Open the Static Data tab and select New to create a new export column.

  2. Specify the Row and Column that the static value should be placed.

  3. Enter a name for the cell in the Name field.

  4. Specify the Type by selecting if the cell is Static Text, Object Data, or Aggregate Function. This example uses Static Text (which changes the Name field into Excel Text upon selection).

  5. Specify the Style that should be applied to the cell.

Configuring Custom Cell Formatting and Styling

To configure the custom formatting and styling for the cells, follow these steps:

  1. Back on the main page for your new template, click New in the Styles section to create a new style that can be applied to any of the data in the Excel export:

  2. Specify the properties of the style that will be applied to the cells.

  3. Click Save to make the style available for dynamic columns, static columns, and headers.

Calling the Excel Export Module via Microflow

In this section, you will learn how to call the newly created Excel export template in your application. To retrieve the template and generate the document, follow these steps:

  1. Create a microflow that either takes an inbound parameter of the object that needs to be exported, or retrieve that object into your microflow.

  2. In the microflow, retrieve a single object which is the template you set up earlier to use for the export.

  3. In your microflow, call the XLSReport.GenerateExcelDoc Java action (available from the module’s JavaActions folder) to pass the required objects to the module.

  4. In your microflow, download the resulting FileDocument object.

Your microflow should look similar to this:

Running the Microflow

There are two things missing now from the app:

  • There is no data to download
  • There is no way to run the microflow

See the sections below to add these missing things.

Creating Data

To allow you to enter some data, you will need to generate some pages and then enter some data into them by following these steps:

  1. Right-click on the Policy entity in the domain model and select Generate overview pages….
  2. Select Policy and click OK.
  3. Link the generated overview page into the app, either through the home page or the app navigation.
  4. Run the app and enter some data to create Policy objects.

Running the Microflow

To run the microflow you created above, you will need to create another microflow which is added to the navigation. This microflow should create a PolicyDoc object and associate it with existing Policy objects using a loop, making sure that all the associations are committed after the loop, and pass this PolicyDoc as the parameter to the microflow. This will export all the Policy objects you associated with the PolicyDoc.

Your new microflow should look similar to this:

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