Excel Export in Mendix

Excel Export in Mendix

Exporting to Microsoft Excel is an important day-to-day requirement of many business users, however, in Mendix there is presently no out-of-the-box feature that allows you to directly export to an Excel file. This blog will describe the process of configuring a 3rd party control that will give the ability to export Mendix data directly to Excel.

 

 

To achieve this functionality, please follow the below 10 steps.

STEP 1

Open Mendix Modeller and open the project that you’d like to add the excel export to.

STEP 2

Open the App Store by clicking on the shopping trolley icon in the top right corner:

STEP 3

Download Mx Model reflection:

Mendix Model Reflection

STEP 4

Download Microsoft Excel exporter:

Excel Exporter

 

STEP 5

Create a new dashboard page and name the below two pages as follows: ‘Excel_Document_Overview’ & ‘Mx_Object_Overview’

Excel_Document_Overview 

Mx_Object_Overview

STEP 6

Access your dashboard and follow these steps to configure the Mx_object_overview:

  1. Click on ‘MxObjects_Overview_Page’ Navigation:

2. Select your Modules on Mx objects overview page:

 

 

3. Click ‘Click to refresh’ button below ‘Synchonize all entities and microflows of checked modules on the left’:

Synchronise all entities

 

4. Select the entity from list of entity:

select entity from the list entry

STEP 7

Follow these steps to configure the Excel_Document_Overview

  1. Go to created dashboard Page . Click on ‘Excel_document_Overview’ Navigation.

Excel document Overview

2. On Excel document overview page click ‘New’:

2. On Excel document overview page click New

3. In pop up window ‘New Template’ Please enter File Name , select the Input object ( Entity Name) and click Save and Next.

New Template

4. Select ‘date time export format’ in tempalte and create a new worksheet – click ‘New’ to create a worksheet:

New worksheet

 

5. Enter a worksheet ‘name’ and select ‘row object’ (entity name):

select worksheet and enter name

6. Add ‘Column data’ – Click on ‘New’ button in ‘Column data’ tab:

Add column data

7. Add Column data by taking the following action:

  • Column Number – Start from 0 to N
  • Name – Enter name of column
  • Retrieve type – set to Attribute
  • Select attribute – select the correct attribute
  • Save

8. Add vew column – Repeat step 7 to add another column manually.

9. End

STEP 8

Select ‘Excel export’ to download the file:

Excel Export

STEP 9

Call ‘Generate Report’ microflow from ‘XLS Report’ module:

Create a microflow

STEP 10

Click on ‘Excel export’ to download the file:

Excel Export - Synergy Newsletter M4

  • CONGRATULATIONS – YOU NOW KNOW HOW TO EXPORT EXCEL FROM WITHIN MENDIX

 

Thanks for taking the time to read this blog, we hope you found it useful?  Need further technical advice or support on Mendix or other low-code developments, get in-touch with one of our experts…

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