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  • <CSEntry>
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  • <CSWeb>

Excel Data Source

Overview
The Excel data source allows writing, but not reading, data to Microsoft Excel's .xlsx format. By default, a single workbook is created with each record written as a separate worksheet.
Because Excel files can be read by both Microsoft Office and other programs, using this data source allows you to share data with a large number of users in a format that they are likely familiar with.
The Excel data source is used when a file has the extension .xlsx.
Functionality
The Excel data source supports the following features:
FeatureSupported
Reading cases
✘
Writing cases
✔
Notes, case labels, and case statuses
✘
Storage of more than one kind of record
✔
Binary data items
✘
Deleting cases
✘
Undeleting cases
✘
Syncing data
✘
Cases with duplicate keys
✘
Case identification via UUID
✘
Contains an embedded dictionary
✘
Allows record sorts
✘
Customizable Behavior
The following behavior can be customized by specifying properties in the connection string. The default behavior is marked with ⁺⁺⁺.
Property Name and ValuesDescription
 
"header"Determines if a header row is written and the value of the column heading.
"default" ⁺⁺⁺
The item's label is written unless writing both codes and labels, in which case the item's name is written for code columns and the label is written for label columns.
"suppress"
No header row is written.
"names"
The item's name is written.
"labels"
The item's label is written.
 
"mappedSpecialValues"Determines how the special values missing and refused are written.
"codes" ⁺⁺⁺
The value of the mapped code is written. For example, if missing is mapped to -99, then -99 is written.
"suppress"
No value is written.
 
"record"If the name of a record is provided, only items from that record are written.
 
"writeCodes"Determines if the item's code is written.
true ⁺⁺⁺
The code is written.
false
The code is not written.
 
"writeLabels"Determines if the item's label is written.
true
The label is written.
false ⁺⁺⁺
The label is not written.
For example, the following connection string, specified in a batch PFF, would result in an Excel file containing the codes and labels of the HOUSING_REC record:
OutputData=housing.xlsx|writeLabels=true&record=HOUSING_REC
See also: Data Sources