Is there a way to pull a saved search into an exce...
# general
e
Is there a way to pull a saved search into an excel? i.e. every morning at 7 AM the saved search pushes in to an excel document? thanks!
r
If you have the connection established in your excel that pulls the data of your search. Then In excel -> Data tab,. you could always click on refresh all, refresh every x seconds, or refresh everytime you open the workbook.. Or have to programmatically either call the search and update the excel, or with that connection setup just open and close the excel. at your scheduled time..
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l
Would a scheduled saved search email every 7am sent with the xls attachment work for you?
j
Note that it’s not actually xls. It’s an XML file with an .xls file extension.
subtle difference that causes ugly popup when you try to open in Excel.
s
you can look into Celigo's excel cloud extend
c
Thanks @Sam-I-Am @Erica LaBarre CloudExtend Excel does just that. DM me or Google it.
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s
FYI another solution could be the excel connector from Solution 7
m
Without cloud extend you can put a saved search export in your file cabinet and connect the url to your excel ( create suitelet to select the saved search that you want in your file cabinet + scheduled script to update one time by day the file in your file cabinet then you can refresh your excel with the correct data )