Excel exports

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9 comments

  • Avatar
    Oskar Kuusela

    Hello Lotte Litjens are there any way to schedule an daily excel export to e-mail from the Web Portal? That would be great!

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  • Avatar
    Nicky Lilja

    Hi Oskar Kuusela, can you elaborate on what you want to achieve or why you want to export the excel daily. In what way will it help you in your work. So that we can better understand to answer you in a good way :)

    Have you seen and read Managing Notifications? This is a great article on how you can set up notifications to yourself also via email. From a dynamic Query/work area where you potentially then can download the results in excel.  

    Does that help? If not please elaborate your question 😊

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    Oskar Kuusela

    Hello Nicky Lilja, inRiver holds information about products that are active (published) and inactive on our web. We have other systems and structured excel reports where we work and want to add that information on a daily basis. For example to follow which product we have in stock but not yet published. I'm exporting an excel-file manually from inRiver every day to achive this and it would help alot to receive it automatically instead.

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  • Avatar
    Steve Vink
    business solutions architect

    Hi Oskar,

    you could do this with syndicate if you have this App. It would require an FTP site that the user (or the reporting system) could access, and a simple extension to schedule the syndication. There is a standard Excel output syndication that could be configured.
     
    The effort required is:
    • Build syndication
    • Set up FTP site to receive syndication
    • Create extension to schedule the syndication

    If Syndication is not an option, Iwould recommend you post a feature request here in Service Center, with an explanation of your use case:

    https://servicecenter.inriver.com/hc/en-us/community/topics/360000497080-Feature-Requests-Functional

     

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  • Avatar
    Nicky Lilja

    Thank you Steve! 😊 Oskar Kuusela I hope this answered your question and helped you to move forward. If you want to learn more about syndicate or how this would work, you can ask questions in the Product Q&A community Topic, there we have our Syndicate expert Johan Strand active and monitoring, who would be happy to help answering any questions around syndicate. 

    Keep up the great engagement Oskar !  

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    Evelin Haljas

    Hello!
    I have a question about related entities in an export.
    Noticed today that if I query for all product families in a certain segment and export them with related parent entities (channel nodes and layout templates), I get less product families in the excel file than in my query since some families do not have the links to parent entities. As I read from this article, it's expected behaviour?

    Additionally, "When including an entity type that is higher up in the hierarchy, only the entities with that relation will be included. For example, if you export Product <- Resource, only Resources with a direct link to a channel will be included in the export." <-- is the channel parameter here set in stone?

    Thanks :)

    Evelin

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    Filip Groß

    Is it possible to share an saved export settings with other users so that they can choose the settings from the drop down in the export dialogue as well? ? 

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    Tobias Månsson
    inriver champion

    Please clarify that you cannot export "Item" -> "Item" or "Product" -> "Product" relations, such as related products, accessories, or other LinkTypes that have the same EntityType. 

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  • Avatar
    Ulrik Viebke
    business solutions architect

    Evelin Haljas, currently the export goes from the highest entity type and down, which I agree can be somewhat confusing sometimes for instance when some Items do not have a Product relationship, and thereby is excluded in the export. I think that some kind of setting in the export would be nice to have to set whether you want to include orphan Items or not. I push this question forward to our product team so they can check this with the backlog.

    Filip Groß, unfortunately it is not possible to share saved export settings with other users. However, I think it would be nice addition to out product backlog. I push this question forward to our product team also for backlog curation.

    Tobias Månsson, Yes, that is the case. The export feature currently include relations to other entity types, not same.

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