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How to query a excel spreadsheet using workflow

Workflow
Updated September 23, 2014
asked on May 28, 2014

Hi there,

 

Is there a way to query a excell spreadsheet usting workflow?, I already did the connection using the ODBC, and i can find the excel file, but i don´t know the next step. If i choose Query Data, i don´t know how to set the values to capture the information in the column, and if i chosse the Custom Query I dont know how to build a query in the spreadsheet, does anyone knows how to do that?

 

My goal is to take the information in the spreadsheet through workflow and then creat new documents and populate the fields in the templates.

 

Any information will help!

 

Thank you all!

 

 

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Replies

replied on May 28, 2014

In Query Data, once you pick the data source, the worksheets in your spreadsheet will appear as tables. If you haven't named the worksheets, they'll just be Sheet1$, Sheet2$, Sheet3$, etc. The data in the first non-empty row will be considered column names.

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replied on May 30, 2014

Hi Miruna,

 

Thank you  for the answer. I  got to this point, i do find the sheet1 where is the information that i need, but i am having trouble in get the field value and put in a metadata field inside laserfiche, looking through the documentation it wasn't too much clear. You said that it will consider the first non-empty row, that means that it will only bring the information in the first row??, is there a way so that i will be able to retrieve more than one row and create more than one document having the information in the metadata fields?? and how can i create a token to put this values in the metadata??

 

thanks again for help.

 

Att,

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replied on September 23, 2014

Anyone can answer this, I have same question

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replied on September 23, 2014

Excel documents accessed through the method above makes it act like any Database table would. If you query it, it will return rows just like a database table, and that will be defined on what it finds, and the settings in the 'Properties' panel you define. If you want to access all the rows it returns, you will need to use the "For Each Row" activity and handle the various results that way. 

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