Excel template to CSV

Excel template to CSV

The advanced, create document workflow component, Excel template to CSV creates a CSV (Comma Separated Values) file based on an input XML file and an existing Excel template. The output CSV data is stored in the payload after execution. If you e.g. want to save the resulting CSV output as a file, then you can insert the workflow component, To filesystem after this component.
If you want to create a CSV output without an Excel template, then you can refer to the section, XML to CSV for an alternative.

The workflow component has these parameters:

  1. Excel template
    Here you need to refer to an existing Excel template, which has already been created by the Excel designer.
  2. Delimiter
    The character to separate each value in the data set. Only one character is allowed. This is normally a comma, semicolon or a tabulator. If you want to use a tabulator, then you can do that with the value \t.
  3. Encoding
    The encoding of the resulting CSV data. The recommended (and default) value is UTF-8, but a lot of other values can be selected via the drop down list.
  4. Quote mode
    In CSV (Comma-Separated Values) files, double quotes (") are used to enclose fields when the field contains special characters. With this parameter you can decide to which degree these double quotes should be used. The possible values are:
    1. Minimal
      If you use the value, Minimal, then double quotes are only inserted around the field value if absolutely necessary. That means, that only if the field value contains the delimiter, double quotes, the record separator or leading/trailing blanks, then double quotes are inserted - otherwise not.
    2. All
      With the value, All, then all fields will be surrounded by double quotes.
    3. Non-numeric
      The Non-numeric value will make InterformNG2 add double quotes around any field, that is not numeric.
  5. Record separator
    Here you can state which character(s) you want to use to separate each data set (or line) of the CSV file. The supported record separators are: \r,  \n  or \r\n, where \r stands for Carriage Return (CR) with hex value 0D and \n stands for Line Feed with hex value 0A.