Syteline (CSI) Script that runs a dataview and sends to excel automatically

I have a Dataview that I run and export data from daily. I would like to automate this process so with one button click it will run the Dataview and do the equivalent of "Send to" > "Excel" from the Dataview Results form. Is there a way to do this?

We're running CloudSuite Industrial 9.01.00.1 (saas)

Any help is appreciated.

Thanks,

Josh

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Comments

Legacy Contributor

Hi Josh,

I'm not familiar with the CloudSuite for I am using LN10.4, but in LN 10.4 It can be done via customized reports. You can create a session for that and on your sessions program script, declare the function for export to excel or csv file. Maybe its also the same with CloudSuite.

Thanks,

Nixon

SXFlagMan

Morning Josh,

Create a new Background Task Definition for your Dataview.

In the Report Options default the DataView to output to Excel and AutoView

On a form place your button and then set an Event Handler on Button Press to Run your Background Task.

That should do it.

Good Luck,

Tim

nwilson

All of my users prefer excel for their data reporting. I would create a macro in excel for them to enter parameters, then execute an extract based on those parameters.

Legacy Contributor

Hi Tim,

Thanks for your suggestions!

I am new to CSI so I'm not sure where to find background tasks for dataviews. Can you please describe where to find them?

Thanks,

Josh

Legacy Contributor

Nonsensely, thank you for the suggestion I definitely would like to try this but I don't have the add in for excel. Do you know where I can download it?

Thanks!

Josh

nwilson

Hi Josh,

If you don't have Power Pivot, you should be able to turn on your developer and data tabs to find the connection methods and setup you require. Not 100% sure exactly how you access your data (we use PowerLink and dB2 for XA), and maybe I'm being a bit too simplistic, but Excel has built-in Web Query and XML extract functionality.

We use several data source connections to extract data from Oracle, DB2, Cloud, etc., into sheets, then run macros to pretty them up. I prefer the XML, because it is super easy to set up, but the ODBC and SQL connections are pretty easy as well. Not sure about connecting to Infor's cloud databases, but most vendors are more than willing to provide API scripts (query arguments, parameters, etc.) for each method and each table. I have a button that asks the user to enter parameters and click, which refreshes the data based on parms.

I would definitely contact them and ask for a list of their APIs.

Hope that helps!

Nancy

Legacy Contributor

Hi Nancy,

I do have Power Pivot however I'm not sure how to connect it to our IDO (since we're using the saas instance) so I'll reach out to them and share what I learn.

Thank you again for your help!

Josh

Legacy Contributor

Open the form Background Task Definitions. You will need to create a new task for your report. Then click on the Report Options button and set the options for your report. We are 9.01 and we do this for all our reports that we want to automatically email to our users on a schedule using Active Background Tasks. To help with setting these up, I created one form that allows me to choose any of my Dataviews and automatically add them as a background task. This has been a huge time saver and makes automating reports so much easier than creating a new form for every single one. Let me know if you need more info.

com_proactive_201106.pdf

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