|
Docs
Help
AppSource
☰ Contents
The entire manual as a printable version can be found
here
.
Excel Report Builder
Build Excel reports directly within Microsoft Dynamics 365 Business Central.
Current Version:
24.2.8.0
as of
Business Central
24
. For older BC versions, downgrades are available.
AppSource Name:
Excel Report Builder
☰ Contents
General
Excel Report Builder
Each Microsoft Dynamics 365 Business Central solution contains valuable information that can be used for strategic decisions...
Role Center Integration
Excel Report Builder is integrated into the Accountant and Accounting Manager roles, but can be accessed from any role via the Search function...
Setup
Excel Report Builder Setup
In the Excel Report Builder Setup page the general settings and defaults for the Excel Report Builder are defined...
Excel Functions
In the Excel Functions Setup page the Excel Functions are set up, which can then be selected in the Formulas of the Excel Evaluations...
Evaluation Groups
In the Excel Evaluation Groups page you can set up groups for the evaluations...
Blocked Tables
In the Blocked Tables page you can specify tables that are not allowed in Excel Evaluations. If a blocked table is used in an evaluation, the evaluation cannot be executed...
Edit Evaluations
General
Edit Excel Evaluation
Excel Evaluations are managed or created via the Excel Report Builder Evaluations page...
Data Sheets
Data Sheet
Via Data Sheets, sheets with data from tables can be added to the Excel workbook...
Sheet Settings
The Sheet Settings page is used to set up the general settings of the Data Sheet...
Table Settings
The Table Settings page is used to set up a table of a Data Sheet...
Date Filter IDs
For date filters, IDs (placeholders) can be specified in square brackets [ ] that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed...
Field Settings
The Field Settings page is used to set up a field of a Data Sheet...
Formulas
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...
Text Settings
The Text Settings page is used to set up a text line of a Data Sheet...
PivotTable Sheets
PivotTable
The PivotTable page is used to set up the general settings of the PivotTable and the fields of the PivotTable...
Sheet Settings
The Sheet Settings page is used to set up the general settings of the PivotTable Sheet...
Field Settings
The PivotTable Field Settings page is used to set up a field of a PivotTable...
Other Sheets
Text Sheet
Via Text Sheets, sheets with text can be added to the Excel workbook...
Information Sheet
Via the Information Sheet, a sheet with information about the evaluation can be added to the Excel workbook...
Tips & Tricks
Output only if child records exist
Get month name from date
If you want to determine the month name from a date field, it is best to use Text Formatting in the Field Settings of the date field...
Get data via sheet reference
Extended
User Permissions
The User Permission field on the evaluation card 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...
User Assignments
The No. of User Assignments field on the evaluation card shows the number of users who have added the evaluation to their My Excel Evaluations list...
Copy, Export & Import
Download Area
The Download Area provides a selection of free evaluations that you can download and use...
Execute Evaluations
My Excel Evaluations
In the My Excel Report Builder Evaluations page you can arrange and manage your personal list of Excel Evaluations that you are allowed to execute...
Execute Excel Evaluation
Via the Execute action, an evaluation can be executed. This creates an Excel workbook on your device...
Evaluation Filters
In the Excel Evaluation Filters page you can specify the filters for the execution of the evaluation...
Archive Excel Evaluation
Via this action, an evaluation can be archived. This will execute the evaluation and save the Excel workbook in the archive...
Evaluation Archive
The Excel Evaluation Archive page shows an overview of all archive entries of the evaluation and can be accessed directly via the evaluation, or via My Excel Evaluations...
Analyze Data in Excel
Information for Developers
Runnable Codeunits
On the Excel Evaluation Card page, a Codeunit for the evaluation can be specified in the Codeunit to Run field. This can be used, for example, to display notes or to recalculate or update data directly before the evaluation is executed...
Temporary Data Codeunits
More information coming soon...
Connector
Via the codeunit NCE Connector Excel Evaluations can also be called or integrated from other extensions or from elsewhere...
Appendix
System Requirements & Limits
To execute an evaluation or create an Excel workbook, Excel is not required and therefore does not need to be installed...
Comparison with BC Standard and NC Cube
Would you like to know what advantages the Excel Report Builder offers compared to the Business Central Standard...
Import old NC Cube files
It is possible to import old NC Cube files (file name extension .nccx) via the import action. When importing an old NC Cube file, an attempt is made to import or convert as much information as possible from the file...
NAVAX License Management
The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
Installation Notes
Release Notes
The entire manual as a printable version can be found
here
.
Next topic
Excel Report Builder
DE
|
EN
Imprint
◀
☰
▶
△
