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Users can now "Edit in Excel" many pages from Business Central. However there is no way to modify what the visible columns (=design) in Excel will be when pressed on the "Edit in Excel" button

BUSINESS VALUE:
One example should illustrate the value for an admin/user to modify the default design users/he see(s) in Excel when pressing the Edit in Excel button from a specific page in Business Central.
When you press Edit in Excel on the sales order lines, lets say to bulk edit sales discounts. Possibly in combination with the recent custom data types feature in Excel (connect to an item table from power BI to add item the item discount group), a user could theoretically bulk edit discounts based on the item discount group. However today you get around 100 columns (custom fields included) in Excel for sales order lines, which makes it totally overwhelming, complicated, time consuming to find what you need and practically unusable for the average user.

It would be awesome being able to make one or even multiple stripped down template with just the essentials columns. The moment a user presses the Edit in Excel button he might get the choice to chose from the available Edit in Excel templates for that specific page. Sure, once in Excel he still could slightly modify the design (=visible columns) for his needs if needed.
Category: General
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team

Comments

S

Excellent idea it is indeed possible to edit the design of the Excel file, but it will not save this design for when you use the edit in Excel option in a new sales order or sales quote. Especially because we use a lot of custom fields this would be a nice feature, because the customs fields are in the excel not displayed in a logical order.

Category: General

S

Such a fantastic idea! I get so many questions on how to design the excel file once they've created it. This would save a lot of training time to have it already default to the company standard. Then the more advanced users could design the excel file further to add those additional columns if needed.

Category: General