Excel Doc Formatting

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Excel Doc Formatting

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[font=Calibri, sans-serif]I have a flow that is creating a CSV file from form data. I can then take that file and attach it to an email and send it out. This all works. What I want to do is convert this CSV to Excel (template preferably) in order to do some formatting (logos, etc.). Do you have any documentation to do this? I’m thinking I’m somewhat close, but I still can’t seem to convert it correctly. I’m at a loss trying to find exactly what I need. Any help will be appreciated.[/font]

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CSV files can be converted to Excel format by use of a step called [url=https://documentation.decisions.com/v6/docs/converting-csv-to-an-excel-file]Convert CSV to Excel[/url]. If youre working with a list of CSV rows or a similar type, the [url=https://documentation.decisions.com/v6/docs/list-to-csv-mapping-step]List to CSV Mapping Step[/url] can get that data into a format that Convert CSV to Excel can handle. You can [url=https://documentation.decisions.com/v6/docs/edit-update-excel-document]Edit and Update Excel Files[/url][font=Roboto, Arial, Helvetica, sans-serif] [/font]in Decisions as well.

To create an Excel file with a template, its possible to insert data into an existing Excel file. The Run Report step only produces Excel files in a generic format. Ive created an example flow demonstrating the Set Value step which you can use in conjunction with ForEach steps to write data to an existing Excel file that was pre-formatted. The difference between this example and your use case is that you will want to change the reports output type to a set of rows instead of FileData and to have a ForEach loop for every column in your reports output with their collections set to MyReport.Column.AllItemsAsArray.