The Excel Add-In in AX 2012 was very fickle and buggy to say the least. The Dynamics 365 Finance and Operations Excel Add-In has greatly improved since earlier AX 2012 versions. However, the location of the normal template will still be in the user templates folder which remains the default folder unless changed by the user. Beginning with Office 2013 (Office 365) the default folder location for most user-created templates has been moved to a subfolder of the users Documents folder: Custom Office Templates.
Stock Default Excel 2016 Template Location How To Open ExcelFor the purposes of this article I will focus my attention on the “Open in Excel” functionality.The Excel Add-In may also ask you to sign in if this is the first time you are using it. This creates a dynamic connection to the data entity which can be used to update, create, and refresh data to and from the system.“Export to Excel” will launch a static export of the selected data to Microsoft Excel and does not contain any of the functionality that will be described in this article. One option header will be “Open in Excel” and the other option header will be “Export to Excel”.“Open in Excel” means that there is a data entity which you can connect to using the Microsoft Excel Add-In. Click the Download button on the dialog to download the excel workbook.The improved Excel Add-In has some new features that I have not seen deep coverage on and in this article, I aim to show you some of the coolest features and tips I have come across while working with it.For the default Excel template which is applied automatically when creating a new workbook, its default save location is as following: C:Documents and SettingsusernameApplication DataMicrosoftExcelXLSTARTLater in the article you will see how, using the tools that we discuss in this article, you can create amazing visual dashboards connected directly to Dynamics 365 Finance and Operations without paying for a Power BI license or writing a single line of code! How To Open Excel Add-InOn various forms, list pages, and grids you will find a Microsoft office icon shown below.On some list pages and forms when you click this icon you will see drop down that shows two options. Click the data entity you want to connect to using the Excel Add-In and make sure you select the option under the header Open in Excel. Like Word or Excel on Windows and Mac.Now the default save location is in the cloud, though of course you can always choose a different location to save to.To use the Excel Add-In navigate to your desired data set and click the Microsoft Office icon.So all I need to do is make the updates directly in excel and click the “Publish” button. Update DataThe Excel Add-In functionality allows you to update data and since the updates occur through the data entity all CRUD (Create, Read, Update, and Delete) operations go through the standard D365 security framework and respect the user’s security role and security restrictions.In the example below I want to update the prices of multiple sales order lines. Getting the data in the spreadsheet is great but there is so much more you can do read on to find out.What I see sometimes is users add a record below the last row and try to publish it and they will get an error because the Excel Add-In does not see the new data. For more details on how to do this check out my article How to Load Data.One tip I have picked up along the way is that if you add a record make sure you extend the table to include the new record. In the same Excel sheet, you can add a record and fill in the relevant and required fields and click the “Publish” button and publish records to D365. Create DataThe Excel Add-In also enables you to create data. What program comes on a mac for postersYou can order the fields in the way you want to see the fields in the Excel sheet by clicking on the field you want to move and click the “Up” or “Down” arrows. You will then see it appear in the selected fields section. You can add a new field to the sheet but double clicking any field in the “Available fields” section. The selected fields are the fields you currently see in the Excel sheet. The upper section is called “Available fields” the lower section is called “Selected fields”. Loading… TakeawaysI hope you were able to see the power of the new Excel Add-In and how it can be used to not open manipulate data but also serve as a powerful reporting tool that can directly connect to the Dynamics 365 Finance and Operations ERP system.
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