Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel.
Comments
Hi,
While it is important to have this feature out of the box available for all user interface forms that are enabled to integrate with Office Excel.
I have found a kind of workaround for this in the application.
If you take a look to "Costing versions -> Price -> Item price", AOT Form InventItemPrice
There you will see some sample code that tries to pass the currently used filter to the Excel Add-in. So, the user would be able to apply a filter on the user interface and when they open the Excel add-in, the Excel add-in should only load the filtered data.
But:
- First of all I have the impression that this is not working, as in my case the filter does not get applied
- Secondly, the filter is using the initial query that was used to start the form and is not using the run-time query (i hope if we get the first point solved that we fine a way to have the runtime query)
It might also be that the second point has an impact on the first point :-)
Is there anyone else who is also having issues with this feature?
Category: Office Integration
This is a necessary change. The edit in Excel function is not just used for editing, it is also used to export data for Analysis. Not being able to filter taxes the data limits in Excel. Export a simple G/L Account entry results in an error for over 1,000,000 cells. This happens easily on a new client. 365 Financials is already limited by comparison to NAV, this is one that can ease the limits.
Category: Office Integration
Hi Marie-Soleil,
Thanks for the suggestion. We have this on our list of potential features to work on for a future release. Thank you for submitting this to let us know that it's an important feature for you!
Thanks,
Jared Hall
Category: Office Integration
Business Central Team (administrator) on 5/17/2022 1:18:35 PM
Thank you for your feedback. We released this feature as part of the functionality in Business Central 2019 release wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/enhancements-excel-integration Your help was greatly appreciated, Jared Hall PM, Microsoft