Excel Parsing in Pega Constellation 24.2

General
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1

Hi everyone,

We have a requirement wherein an user can upload an excel file (using Attachment field type). The uploaded excel needs to then be parsed into a pagelist and displayed on the next screen.

I do understand pxParseExcelFile but I am not able to figure out how can be I link my attachment field file to parseExcelFile in Constellation where we can’t use section and filepath. pxRequestor.pyFileName is empty.

How to parse excel file from attachment field

Can someone please help me with getting the attachment path?

2

@ShanmukaShashankV- I’m also facing same issue in constellation. Did you find any solution for this?

3

@DharaniM5625 Not yet, still trying to figure it out.

4

Hello!

So sorry that you haven’t been able to get a reply to your question with Constellation.

We have a new place where you can ask Constellation questions and there is a team that can assist you! Do you mind joining our User Experience Expert Circle and posting your question there?

5

Hi @ShanmukaShashankV

Hope this helps

You’re not able to see the uploaded Excel file path (like pxRequestor.pyFileName) because in Constellation, files uploaded through the Attachment field don’t get stored on your local system. Instead, the file is saved inside the case as an attachment. That’s why when you try to parse it using pxParseExcelFile, it doesn’t work—because the rule expects a proper file path. To fix this, after the user uploads the file, you need to write a small activity that takes the attached file, saves it as a real file on the server, and then use that file path to parse the Excel using pxParseExcelFile.

6

I tried the approach suggested in the question below. It worked for me.

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@PoojaPalla Thank you so much for the input.

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@ShanmukaShashankV I am also facing the same issue in constellation 24.2. Please share if you get any solution.

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Step-by-step explanation

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1. Property-Set

  • Purpose: Initialize or set required properties before processing.

  • Typically used to:

    • Set file name, file handle, or parameters.

    • Prepare input for later steps.

2. Obj-Open-By-Handle (Step Page: AttachPg)

  • Purpose: Open an attachment using its handle.

  • What it does:

    • Retrieves the file (Excel in your case) from the database.

    • Loads it into a clipboard page called AttachPg.

  • This is essential because attachments are stored as binary objects.

3. Property-Set (on AttachPg)

  • Purpose: Prepare attachment metadata for parsing.

  • Likely sets:

    • File name

    • File type (Excel)

    • Stream or data reference

  • Ensures the next step (file creation/parsing) works correctly.

4. Call pxCreateFile (Step Page: CreateFile)

  • Purpose: Convert attachment into a file object.

  • What it does:

    • Takes binary data from AttachPg

    • Creates a usable file instance

  • This step is required before parsing Excel content.

5. Property-Set

  • Purpose: Configure parameters for Excel parsing.

  • Likely sets:

    • Target page name

    • Parsing options (sheet name, headers, etc.)

6. Call pxParseExcelFile (Step Page: TempVehicleListPage)

  • Purpose: Parse the Excel file into clipboard data.

  • What it does:

    • Reads the Excel file

    • Converts rows into a list structure

    • Stores results in TempVehicleListPage

1 Like
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Thanks for the input—I’ll implement it right away.

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@ShanmukaShashankV Please check this article to extract the excel data in Constellation