Via Data Sheets, sheets with data from tables can be added to the Excel workbook.
The Data Sheet page is used to set up the sheet.
The general settings of the Data Sheet can be set up via the Sheet Settings action.
For more information, see Edit Evaluations, Data Sheets, Sheet Settings.
Add
Via the Add action lines can be added to the sheet.
Depending on the selected line from which the action is called, different options are available.
Table ⭮
Adds a top-level table or a new tree structure to the Data Sheet.
The option is only available if no lines have been created yet or if a top level line is selected when calling the Add action.
If the option is selected, an overview with all available tables opens.
The Search icon at the top of the page can be used to search for a table.
The Field Search action can be used to search for a specific field, similar to the table search. Both searches can also be combined.
The selected table can be added to the Data Sheet with Ok and then displayed or set up via the Edit action or by clicking on the Settings field.
For more information, see Edit Evaluations, Data Sheets, Table Settings.
[Table Name] > Child Table ⭮
Adds a child table to a table.
The option is available if a table or field is selected when calling the Add action.
Note: [Table Name] = Name of the table to which the option applies.
The table is selected in the same way as for the Table ⭮ option.
In addition, however, the following actions are available in the selection window:
Relations to the Table
This action can be used to display only tables for which a simple relation to the table exists.
Relations from the Table
This action can be used to display only tables to which a simple relation via fields from the table exists.
Note
When a table is added as a child or parent table, related fields between child and parent table are automatically suggested.
Check, add or change the suggested relations in the child table via the Table Settings.
If the same table is subordinated to the table once again (e.g.: Customer > Customer), this is suggested as a 1:1 relationship with the primary key fields as a filter.
[Table Name] ⮌ Parent Table ⭮
The option is similar to the [Table Name] > Child Table ⭮ option with the difference that it can be used to add a parent table to a table.
The option is only available if a table is selected when calling the Add action.
[Table Name] > Fields
Adds fields to a table or a field with a related table.
The option is available if a table or a field with a related table (indicated by the 🞥 symbol) is selected when calling the Add action.
Note: [Table Name] = Name of the table to which the option applies.
If the option is selected, an overview of all available fields of the table opens.
The Search icon at the top of the page can be used to search for a field.
In addition, various actions are available for filtering the fields.
Tip
You can add multiple fields to the Data Sheet at once by selecting multiple fields.
The selected fields can be added to the Data Sheet with Ok and then displayed or set up via the Edit action or by clicking on the Settings field.
For more information, see Edit Evaluations, Data Sheets, Field Settings.
Note
Field 🞥
If a field has a fixed 1:1 relationship to a table, it is marked with a 🞥 symbol. In this case, fields from the related table can be added to the Data Sheet directly and without additional table settings.
[Table Name] > Formula Field
Adds a formula field to a table or a field with a related table.
The option is available if a table or a field with a related table (indicated by the 🞥 symbol) is selected when calling the Add action.
Note: [Table Name] = Name of the table to which the option applies.
Formulas can be composed of Excel Functions, fixed and dynamic references (Formula IDs), constants and operators. However, it is also possible to simply specify a text, which is then written to the Excel cells when the evaluation is executed.
If a calculation is to be performed in a formula, it begins with an equal sign.
The formula can be set up by clicking on the formula field.
For more information, see Edit Evaluations, Data Sheets, Formulas.
Text Line ≡
Adds a text line to the Data Sheet.
Text lines are only allowed on top level and the option is only available if no lines have been created yet or if a top level line is selected when calling the Add action.
Via text lines e.g. general descriptions can be added to the Data Sheet.
The text line can be displayed or set up via the Edit action or by clicking on the settings field.
For more information, see Edit Evaluations, Data Sheets, Text Settings.
Text lines can also be used in combination with formulas to specify parameters for calculations or to perform calculations over the entire Data Sheet.
A simple example with a text line as parameter for a limit value can be found in Example 1 at Edit Evaluations, Data Sheets, Formulas.
Another example, where text lines are used for sum calculations, can be found in the example on parallel tree structures at Edit Evaluations, Data Sheets, Table Settings.
The formula of a text line can be set up by clicking on the formula field.
For more information, see Edit Evaluations, Data Sheets, Formulas.
Copy current line
Creates a copy of the current line.
The option is available if a field, a formula field or a text line is selected when calling the Add action.
Company Loop 🗲
Adds the 20000006 ∙ Company table to the Data Sheet to set up cross-company evaluation.
When running through the records of the table, a company change is performed for all child tables.
The company change can also be deactivated in the table settings if required.
The option is available via the More Options... selection if a top-level line is selected when calling the Add action.
If a table is selected when the Add action is called, the [Table Name] ⮌ Parent Company Loop 🗲 variant is available and the Company Loop is added as a parent table to the table.
Tip
As an example, you can download the evaluation Inventory by Company in the Download Area, which includes a company loop.
For more information, see Edit Evaluations, Extended, Download Area.
Date Loop 🗲
Adds the 20000007 ∙ Date table to the Data Sheet.
A date loop can be useful in connection with child tables, for example, if the date is used for setting a FlowFilter.
For the date table it is mandatory to specify a filter for the Period Type and a range filter for the Period Start in the table settings.
The option is available via the More Options... selection if a top-level line is selected when calling the Add action.
If a table is selected when the Add action is called, the [Table Name] ⮌ Parent Date Loop 🗲 variant is available and the Date Loop is added as a parent table to the table.
Tip
As an example, you can download the evaluation Resource Load in the Download Area, which includes a date loop.
For more information, see Edit Evaluations, Extended, Download Area.
Temporary Data Codeunit 🗲
Adds a Temporary Data Codeunit including its fields and filters to the Data Sheet.
The option is available via the More Options... selection if a top-level line is selected when calling the Add action.
If a table is selected when the Add action is called, the [Table Name] > Temporary Data Codeunit 🗲 variant is available.
With the help of temporary data codeunits, evaluations can be extended with functions that temporarily calculate certain data of the evaluation during execution.
This makes it possible, for example, to evaluate data that is normally not available or not available in this form.
For more information, see Information for Developers, Temporary Data Codeunits.
[Table Name] Notes ⭮ / Links ⭮
Adds the 2000000068 ∙ Record Link table to a table in the Data Sheet to output the notes or links of the records.
The option is available via the More Options... selection if a table is selected when the Add action is called.
Note: [Table Name] = Name of the table to which the option applies.
For most records, notes and links can be added in the cards, documents and lists via a FactBox.
The notes and links are stored in the Record Link table and are related to the records via a RecordID.
The option adds the table and fields and sets all necessary filters and relations.
Insert Data Sheet from...
Can be used to add the lines of a Data Sheet to the current Data Sheet. Data sheets can also be copied into themselves.
The option is available via the More Options... selection.
Fields
Table/Field
Displays information about the line.
The following symbols are displayed or used in the line information:
⭮
Indicates that this is a table.
🗲
Indicates that a special action is performed for the table.
Field 🞥
If a field has a fixed 1:1 relationship to a table, it is marked with a 🞥 symbol.
In this case, fields from the related table can be added to the Data Sheet directly and without additional table settings.
[Field]
A field in square brackets indicates that it is an internal field.
Specifies an ID that can be used to reference or access the field value in formulas.
A Formula ID must begin with [ followed by a unique ID and end with ]. The brackets are added automatically when the ID is entered.
Formula
Formulas can be composed of Excel Functions, fixed and dynamic references (Formula IDs), constants and operators. However, it is also possible to simply specify a text, which is then written to the Excel cells when the evaluation is executed.
If a calculation is to be performed in a formula, it begins with an equal sign.
Click on the field to set up the formula.
For more information, see Edit Evaluations, Data Sheets, Formulas.
Data Sheet
If the option is selected, an overview with all available tables opens.
The Search icon at the top of the page can be used to search for a table.
The Field Search action can be used to search for a specific field, similar to the table search. Both searches can also be combined.
The selected table can be added to the Data Sheet with Ok and then displayed or set up via the Edit action or by clicking on the Settings field.
For more information, see Edit Evaluations, Data Sheets, Table Settings.
If the option is selected, an overview of all available fields of the table opens.
The Search icon at the top of the page can be used to search for a field.
In addition, various actions are available for filtering the fields.
The following symbols are displayed or used in the line information:
