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List View Exports and more extensive layouts

  • July 9, 2019
  • 3 replies
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This may be a long shot but thought I'd check to see. Client wants a more complex export of data instead of just the data put into record rows.

 

Example - 
Flipping columns headers vertical instead of horizontal. 
Additional Counts & Header Sections to group columns.

 

I've not seen anything like this in a 3rd party conversion into Excel Export, outside of manipulating the data in Excel with this layout.  I personally have done this type of thing in an SSRS Report but not an option.

 

I can create the Stored Procedures to populate the data into a list view but wasn't sure if there was anything else I could do.  ** Keep in Mind I can not modify the CSS and trying to keep things OOTB with some simple coding options 

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  • 682 replies
  • July 30, 2019

Hi AAschenbrener,


 


It sounds like Power BI might be the option for your client. I'm not sure if the out-of-the box Excel Export has this feature yet. I would suggest logging a feature request on ideas.k2.com.


 

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  • 58 replies
  • July 31, 2019

Good day AAschenbrener


 


I would like to suggest using Power BI as suggested by my colleague. I would, however, add to this and say you can use the K2 Process Analytics template for power BI. This is very easy to with and a quick solution to your request. For more information, I have attached documentation on this template if you do decide to explore it.


Documentation:


https://powerbi.microsoft.com/en-us/blog/explore-your-k2-process-analytics-data-with-power-bi/


 


Best regards


Jacques.

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I was able to figure out how to use the oDATA API for Excel Export to get what I needed. Power BI / Tableau would've been my first idea however that's not a tool I'm able to utilize in my existing position. I did create a support ticket with K2 on the issue I was having with loading 25+ columns on a view.
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