Page Comparison

Goal: Generate custom MS Excel-based reports from a calculation logic

Use case example: Download a customer-specific price list from multiple sources (Price Lists, Price records etc)

Solution:

• Pricefx API method that executes the logic and creates an Excel output.
• Use the formulamanager.executeformula method and append the output type and the name of the template: output=xls&templateName=excel_export
  For more details, see the API documentation.

Example:

...

 https://localhost/pricefx/demo/formulamanager.executeformula/Market-Pricing?output=xls&templateName=excel_export

Generic Excel Output

Logic example:

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Corresponding Excel output example:

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Logic elements of the matrix format type will be rendered in a separate sheet. The tab's name reflects the matrix element name.

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Excel Template

Similarly as for quotes and price lists, we can enhance the generic output and save it as an Excel template. Such a template can be assigned to any PriceBuilder logic.

Please refer to Publishing Templates for more details.

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Download Link

In case you would like to use a download link in the dashboard, please refer to How to Dynamically Generate Server Request from Dashboard.