Converting an Excel File to CSV
  • Updated on 09 May 2013
  • 2 minutes to read
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Converting an Excel File to CSV

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The Convert Excel to Csv component converts Excel-formatted tabular data to CSV format. To use the Convert Excel to Csv component in the Flow Designer, drag it to the workspace from the Components panel's Data > List > Excel and CSV category.

Example

In the example, we will create a flow that converts the data in an Excel file to CSV format and use a form to perform the action. The form was created for this example.

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Begin in the portal by navigating to a Designer Folder and clicking the Create Flow button. In the resulting New Flow pop-up, give the flow a name and click Create to open it in the Flow Designer .
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Select the Convert Excel to Csv component from the Flow Designer's start-up window, from All Steps [Catalog] > Data > Excel and CSV category. Click Add to add it to the workspace.
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To configure this component's inputs, click on the Convert Excel to Csv step and click the Edit Input Mappings link in the Properties panel.
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In the Mapping Editor , change the mapping type of input to Constant and click the Choose File selector.
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In the resulting Open pop-up, browse to and select an Excel file from the local machine and click Open .
Next, change the mapping typeof Type to Constant and, in the Value dropdown, select Excel_xlsx . This reflects the type of Excel file. Also change the mapping type of skipBlankLines and ignoreFirstLine to Constant , select both Value checkboxes to designate each option as "true," and close the Mapping Editor by clicking OK .
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Next, insert the pre-designed form to download our converted file into the flow. From the Forms [Interaction] > [Current Folder] category of the Toolbox panel, drag Form Download CSV File to the workspace. The form is a very simple form with a File Download button configured as follows:
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Connect the outcome paths of our flow, select [Form] Download CSV File and click the Edit Input Mapping link in the Properties panel, or from the step's Action menu.
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In the Mapping Editor , map ConvertExcelToCsv_Output to ConvertedExcelFile and close the Mapping Editor .
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Connect the form to the End Step.  This completes our flow; run it in the debugger to test. Under the Form tab, notice the pre-designed form. Click the Download CSV File button.
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In the resulting Save As pop-up, give a name to the new CSV file and click Save .

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