Export data in excel sheet on button click

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Posted on by _nanu2208

105

Hello,

I have created a button(Approve) on account entity. If I click on this button it should export data in excel format with field name as column heading. I have written JS code to achieve this requirement.

var accName=Xrm.Page.getAttribute("name").getValue();

var data = [[accName]];
var csvContent = '';
data.forEach(function (infoArray, index) {
dataString = infoArray.join(';');
csvContent += index < data.length ? dataString + '\n' : dataString;
});

var download = function(content, fileName, mimeType) {
var a = document.createElement('a');
mimeType = mimeType || 'application/octet-stream';

if (navigator.msSaveBlob) { // IE10
return navigator.msSaveBlob(new Blob([content], { type: mimeType }), fileName);
} else if ('download' in a) { //html5 A[download]
a.href = 'data:' + mimeType + ',' + encodeURIComponent(content);
a.setAttribute('download', fileName);
document.body.appendChild(a);
setTimeout(function() {
a.click();
document.body.removeChild(a);
}, 66);
return true;
} else { //do iframe dataURL download (old ch+FF):
var f = document.createElement('iframe');
document.body.appendChild(f);
f.src = 'data:' + mimeType + ',' + encodeURIComponent(content);

setTimeout(function() {
document.body.removeChild(f);
}, 333);
return true;
}
}

download(csvContent, 'csv file.csv', 'text/csv');

And the result is:

It is working fine but how to display fields name too..? or Is there any other way to achieve this requirement? like flow or any other?

Thanks in Advance.

All responses (6)

Answers (1)

cloflyMao 25,202 on at

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RE: Export data in excel sheet on button click

Hi nanu2008,

1. You can extract account name from "When a record is updated".

In my demo, I extract the value from "When a record is selected":

2. We should use following filter to find label of the option, ${optionsetvalue} is from the beginning action.(When xx is selected or updated.)

Set the limit count to 1.

objecttypecode eq 'account' and attributename eq 'industrycode' and attributevalue eq ${optionsetvalue}

Due to we use "List records" action to find label of option, the result will be a collection,

so we need to use an expression to only extract the first item and create a variable to save the label value,

body('Retrieve_label_of_option')?['value'][0]?.value

finally apply the variable to "Create CSV" action:

Result

You could refer to following tutorial to get the first record from the list:

https://crmtipoftheday.com/1256/get-attribute-of-the-first-record-from-the-list/

Regards,

Clofly
_nanu2208 105 on at

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RE: Export data in excel sheet on button click

Hi Clofly,

1.How can we set filename as a account name. For ex. accountname.csv. I'm using SharePoint path in flow. 2. I'm getting value of Option set(Industry and relationship Type) instead of label. I have tried this solution( https://community.dynamics.com/365/f/dynamics-365-general-forum/392431/setting-text-for-option-set-fields-in-flow-email-step ) but didn't get result. How can I achieve this?

My Flow:

1.

2.

3.

4.

5.
_nanu2208 105 on at

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RE: Export data in excel sheet on button click

Hi,

Okay. Thanks for the quick reply.
cloflyMao 25,202 on at

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RE: Export data in excel sheet on button click

Hi nanu2208,

Currently flow only supports to save file to OneDrive or SharePoint(remote server), if it is required to download the file to local machine, I suggest you keep working with JavaScript approach.

Regards,

Clofly
_nanu2208 105 on at

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RE: Export data in excel sheet on button click

Hi,

Thanks for the reply. I have created flow like above. Can we download this file in our machine using flow?
Verified answer

cloflyMao 25,202 on at

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RE: Export data in excel sheet on button click

Hi nanu2208,

As per my understanding, you may want to display field name as row header.

If so, you just need to insert field as first array item to the data variable.

var data = [ ["Account Name"], [accName] ];

Obviously, it will be easier if using flow.

1. Select "Create a flow" of Flow button in ribbon, by doing that we will get the trigger "When a record is selected".

2. Get fields value of the selected account in array format.

3. Select "Create CSV table" action to create a csv table by using array format result of action 2.

4. Create a CSV file in OneDrive from the output of action 3.

In Account form, perform the flow.

The result is same to the JavaScript approach.

Regards,

Clofly