57

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
Declined
Ideas Administrator

Declining this suggestion, as there is not a 1:1 mapping between the fields on the entity used to fetch data with the Open in Excel feature and the fields in grid fields on forms.

Comments

M

This is essential functionality - particularly when our users export Trade Agreements the export should include the filters applied to ensure we only extract specific journal lines viewed so when exporting then Publishing we remove the risk of over-writing other users work.

Category: Office Integration

M

Requires to apply an OR type selection or any other specific character that should be used to filter on multiple values criteria in the Data connector filter.

Category: Office Integration

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