Edit Excel Evaluation

2025/01/08 • 6 min. to read

In this topic

General, Fields
Actions
Sheets
Sheets, Fields
Sheets, Actions
Related information

Excel Evaluations are managed or created via the Excel Report Builder Evaluations page. If a new evaluation is created or an existing evaluation is edited, the Excel Evaluation Card opens where the general settings and the individual Excel sheets of the evaluation can be set up.

Via the Add action in the Sheets area Excel sheets can be added to the evaluation.

Note

There must be at least one active sheet for an evaluation to be executed. A Data Sheet is automatically suggested when creating a new evaluation.

General, Fields
Code	Specifies the code for the evaluation.
Description	Specifies a description for the evaluation.
Comments	Displays the first comment line if there are comments for the evaluation. Click on the field to view or edit the comments.
Evaluation Group	Specifies a group for the evaluation. For more information, see Setup, Evaluation Groups.
Responsible	Specifies which user is responsible for the evaluation.
User Permission"	Specifies whether the evaluation may be executed only by the user responsible for the evaluation, by all users, or only by a restricted group of users. Regardless of the selected option, the following applies: For a user to be able to execute an evaluation, he must be authorized to read the data (tables) to be evaluated. Tip Select the Responsible User option as long as the evaluation is not yet fully set up.
No. of User Permissions	Specifies the number of users who are allowed to execute the evaluation if User Permission Restricted Group is set. Click on the field to manage the permissions. For more information, see Edit Evaluations, Extended, User Permissions.
No. of User Assignments	Specifies the number of users who have added the evaluation to their My Excel Evaluations list. Click on the field to manage or change the assignments. For more information, see Edit Evaluations, Extended, User Assignments.
File Name	Specifies a file name for the evaluation. It is possible to specify IDs (placeholders) in the file name that will be replaced by actual values when the evaluation is executed. The IDs can be selected via a lookup. If the field is empty, the default setting from the Excel Evaluation Setup will be used. Tip In addition to the available IDs, the lookup also shows a preview based on the currently specified IDs.
Date Filter Calc. Date Formula	Specifies a date formula for the Date Filter Calculation Date. Note It is possible to specify IDs (placeholders) in date filters that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed. As Date Filter Calculation Date the Work Date is suggested. The suggested date can be additionally modified via the Date Filter Calculation Date Formula. For more information, see Edit Evaluations, Data Sheets, Date Filter IDs.
Fixed Date Filter Calc. Date	Specifies a fixed date that should be suggested as the Date Filter Calculation Date when the evaluation is executed.
Codeunit to Run	Specifies a codeunit to run when the evaluation is executed. This can be used, for example, to display notes or to recalculate or update data directly before the evaluation is executed. For more information, see Information for Developers, Runnable Codeunits.
Archive Size	Specifies whether there should only be a certain maximum number of archive entries per user for the evaluation. If the evaluation is archived and the value is exceeded, the oldest entries in the archive are deleted. If the field is empty, the default setting from the Excel Evaluation Setup will be used. Tip For example, you can schedule the Archive Excel Evaluation action so that the evaluation is archived once per day "visible to all users". By specifying in the Archive Size field, you can determine how many days the archived evaluation will be available in the archive. If the value 1 is specified in the Archive Size field, only the most recent version of the evaluation is available in the archive.
No. of Archive Entries	Specifies the number of archive entries of the evaluation. For more information, see Execute Evaluations, Evaluation Archive.
Date Modified	Specifies when the evaluation was last modified.
Modified By	Specifies the user ID of the person who last modified this evaluation.
Change Protection	Specifies whether the settings of the evaluation may be changed. Tip Activate the protection for finished evaluations to protect them from accidental changes.
Blocked	Specifies whether the evaluation is blocked from being executed.

Actions

Execute
Executes the evaluation. This creates an Excel workbook on your device. For more information, see Execute Evaluations, Execute Excel Evaluation.
Open in OneDrive
Executes the evaluation, saves the Excel workbook in your Business Central folder in OneDrive and opens it in a new window so you can manage or share the file. The action is only available if OneDrive is available. For more information, see Execute Evaluations, Execute Excel Evaluation.
Share
Executes the evaluation, saves the Excel workbook in your Business Central folder in OneDrive and shares the file. You can also see who it's already shared with. The action is only available if OneDrive is available. For more information, see Execute Evaluations, Execute Excel Evaluation.
Send by Email
Executes the evaluation and prepares to send the Excel workbook by Email. For more information, see Execute Evaluations, Execute Excel Evaluation.
Archive
Executes the evaluation and saves the Excel workbook in the archive. For more information, see Execute Evaluations, Archive Excel Evaluation.
Copy / Import / Export
Creates a copy of the evaluation. Imports an evaluation from a file, or multiple evaluations from a zip file. Exports the evaluation to a file, or multiple selected evaluations to a zip file. For more information, see Edit Evaluations, Extended, Copy, Export & Import.
Download Area
Opens the Download Area from where you can download free evaluations. For more information, see Edit Evaluations, Extended, Download Area.
Comments
View the comments for the evaluation.

Sheets

In the Sheets area the Excel sheets of the evaluation are created or managed. Sheets can be added to the evaluation via the Add action.

The following sheets are available, each with different properties:

Data Sheet ⭮
A sheet with tables and fields. For more information, see Edit Evaluations, Data Sheets, Data Sheet.
PivotTable ⌗
A PivotTable based on a Data Sheet. For more information, see Edit Evaluations, PivotTable Sheets, PivotTable.
Text Sheet ≡
A sheet with freely definable text. For more information, see Edit Evaluations, Other Sheets, Text Sheet.
Information Sheet
A sheet with information about the evaluation. For more information, see Edit Evaluations, Other Sheets, Information Sheet.

In addition, the following options are available:

Copy current sheet
Creates a copy of the current sheet. Data Sheets can be copied with or without PivotTables.
Insert sheet from...
Can be used to insert a Data Sheet or a Text Sheet from another evaluation. Data Sheets can be copied with or without PivotTables.

Sheets, Fields
Sheet	Displays information about the sheet. The sheet can be displayed or set up via the Edit action or by clicking on the field.
Connected Data Sheet	Displays which Data Sheet a PivotTable is connected to.
Active Sheet	Specifies whether the sheet should be the active sheet after the evaluation is executed and opened in Excel.
Disabled	Specifies whether the sheet should be taken into account when executing the evaluation or not.

Sheets, Actions

Add
Inserts a new sheet.
Edit
View or set up the sheet.
Up / Down
The position or the order of the sheets can be changed with Up and Down.
Copy
Inserts a copy of the current sheet.