Creating Excel file without using a template

Create an Excel file by appending new data to the existing data in the specified Excel file or replace the existing data in the specified Excel file with new data.

Data Source Details:

In the Data Source Details section, in the Name Spreadsheet text box, enter the name for the output Excel file. Specify the file name directly to create a new Excel file and write to it. Or, users can specify a full path of an existing file location and select either the Append to Existing Data or Replace Existing Data radio button. Selecting the Append to Existing Data radio button appends the new data to the existing data in the specified Excel file. The Replace Existing Data replaces the existing data in the specified Excel file with the new data.

Select the Specify Sheet and Range radio button and specify the required sheet and range using one of the following formats:

  • The sheet name—Example: Worksheet
  • Worksheet!A1:D12—To write data to Worksheet, cells A1 through D12.
  • A1:D12—To write data to cells A1 through D12 contained in the first sheet of the Excel file.
  • Empty value—To write data to the first sheet of the Excel file.
Creating the Excel file Without Using a Template 1

Field Information:

In the Field Information section, enter the field names to write to the Excel data source.

Creating the Excel file Without Using a Template 2

Defining the Excel Write Data Source:

  1. Navigate to the Home > Applications > Task > Rule Procedures > Rule Editor page.
  2. In the Add Data Sources section:
    1. In the Name field, enter the name to assign to this data source variable.
    2. It is helpful if a name similar to the name of the data source this variable points to, is used.
    3. In the Choose Source Type drop-down, select Excel.
    4. Select the Write radio button.
  3. In the Data Source Details section, based on the type of Excel Write data source to be created select one of the following:
  4. In the Field Information section, based on the type of Excel Write data source to be created, select one of the following:
  5. Click Apply.