Right now Line of Buisness is manually applying filters to excel sheet ( The excel sheet has customer account number info with other information and we need account number that are of deposit type, approved and those accounts which are approved on current date)
We are trying to automate this task, I mean we need to get these account numbers into datasource or grid automatically after applying the excel filters.
Is the data in a tabular format? If so, you can use the Excel connector ExportData method to export the contents of a range to a data table. You can then use a variety of methods to filter the data (for instance: Pega Robotics TableView component). Filtering the data externally will be necessary unless you want to process the rows one at a time. The Excel connector does not currently support applying a filter to Excel.
Here is the help article on the component. It really just lists the methods though and isn't a how-to. Once you have your data filtered, you can call the ToTable method to get a DataTable containing just the filtered rows. Also, depending on what you are doing, you can iterate them from the component. Assuming the rows have a unique identifier, you can also create a LookupTable with the same columns and call its ReplaceTable method to place these records into the lookTable for other uses.
Also if am not planning to use external data table for excel data storage, other than lookup table where else I can fetch the excel data and store for temp purpose, so that from there I can connect it to table view for filtering and do the further processing.
Would you please provide a snapshot, how to apply filter in TableView component. I've tried both Filter and RowFilter properties but none of them worked. I've bind TableView with Lookup Table component and want to filter the records which matches with given filter criteria. I've written the statement as below, pl correct me if this is wrong:
You do not need the word "where". Just update the Filter property of the table view to "Product='Banking" (without the quotation marks). After updating the property, you'll need to call the ApplyFilterMethod.
Hi.. could you please help me with a snapshot of example how to bring data from excel to a tableview and apply filter on that on two column values. One value is numeric and other is text. I have searched different topics on this forum, did some R&D but looks like missing something. Its not allowed to take and upload a screenshot from my office. Could you please help me with a simple example.