EDM-Pack - Excel Data Management for WFA

[ Edited ]

Abstract: The EDM-Pack includes a general-purpose Data Source that can read from a Microsoft Excel spreadsheet directly into a WFA custom scheme and dictionaries. Those dictionary tables are then available to workflows for search and selection in user interface Queries, Filters, Finders, and Commands. This allows workflows to align with customer business rules, organization and environmental information. In addition, a workflow is included which will export an existing WFA scheme to an Excel spreadsheet allowing viewing and reporting of data within the WFA Cache Database.


The attached files include:

  • EDM-Pack_UserGuide_Dv_1_0_0.pdf
  • EDM-Pack_Pv_1_0_0.dar

New features incorporated in this release include:

  • Rewritten Data Source Type such that no prerequistes need to be installed on the WFA server. The dar file includes everything needed (now uses PSExcel and EPPlus)
  • Includes a workflow to initialize and place the prerequsite files (should be executed after importing the dar file)
  • Besides the EDM Data Source Type, a workflow is included that will export an entire scheme and all it's dictionary tables to an Excel spreadsheet

This is a two person project. I came up with the simple idea in version 1 of the tool. Mirko Van Colen added table relations and rewrote the DS for PSExcel. We then collaborated on development resulting in this new packaged version we're calling EDM for Excel Data Management. Ideas for features in future versions are welcome. 


NOTE: This EDM-Pack supercedes the ACE-DS Data Source referenced preiviously in this community at:


Re: EDM-Pack - Excel Data Management for WFA

Great work David. Very good solution.



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Re: EDM-Pack - Excel Data Management for WFA

Oh I see that you are bundling the PS Module in the workflow using the "Help-Content". Very Clever. Man Happy   

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Re: EDM-Pack - Excel Data Management for WFA

While attempting to install the EDM-Pack on a Windows 2008 R2 server I discovered the EDM-Pack is dependent on .NET 4.5 for proper operation. I believe .NET 4.5 is built-in or included with Win2012_R2 but evidently not with Win2008_R2. As such, if you are on a Win2008_R2 server that doesn't have .NET 4.5 installed, you may get an error when running the EDM000 Pack Initialize workflow similar to this (or see screenshot below):

     Could not load file or assembly 'System.IO.Compression.FileSystem, Version=, Culture=neutral, PublicKeyToken=b77a5c561934e089 or one of its dependencies. The system cannot find the file specified.... 


To install .NET 4.5 on the WFA Win2008 R2 server:

After the WFA server reboots, connect to WFA again and run the EDM000 Pack Initialize workflow again.


===== EDM000 error when .NET 4.5 missing =====


EDM000 Error when .NET 4.5 Not Installed.png