Skip to main content
Question

Any way to download quick report results as excel file?

  • July 7, 2026
  • 0 replies
  • 7 views

Forum|alt.badge.img+3

I have a question about the best way to implement this.

I created the following SQL query, which combines project information with budget control data into a single dataset:

SELECT
p.project_id AS project_id,
p.manager AS manager,
p.name AS project_name,
p.description AS project_description,
p.actual_start AS actual_start,
p.plan_finish AS plan_finish,
p.state AS project_state,
p.customer_id AS customer_id,
pbcr.combination_id AS combination_id,
pbcr.sub_project_id AS sub_project_id,
pbcr.activity_seq AS activity_seq,
pbcr.project_cost_element AS project_cost_element,
ifsapp.Proj_Budget_Control_Rules_API.Get_Control_Total(pbcr.combination_id) AS control_total,
ifsapp.Proj_Budget_Control_Rules_API.Get_Consumed(pbcr.combination_id) AS consumed
FROM ifsapp.project p
LEFT JOIN ifsapp.proj_budget_control_rules pbcr
ON p.project_id = pbcr.project_id;

My goal is to let users download this data from a Lobby for use in PBI (inefficient, I’m aware)

Is there a way to automate the export through a button in the Lobby, or is it possible to have a single report/table based on this SQL serve as the Lobby data source so users can export the combined dataset directly? I have trouble getting the columns inside of the datasource designer to match this