33

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. In effect, send the form filters to the Excel Add-in.

STATUS DETAILS
Under Review
Ideas Administrator

In the backlog as deliverable 346805

Comments

M

I'd like an option to download the Excel file without data so that I can first apply filtering in the data connector add-in. Currently, the add-in downloads all the data.

Category: Office Integration

M

I can only vote for this idea. We would like to update sales price for a specific item group. As we have about 30k of items it takes 2 hours to get all records in Excel to only change salesprice on subset of the items. Would be way better to filter before exporting/editing.

Category: Office Integration

M

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