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Hello!I am having an Excel-template for the use of a Swedish Balance Sheet. This template is quiet extensive with many rows and need to calculate subtotals and totals. I have previously been setting up these kind of templates using Management Reporter, but that was some years ago.
My quesiton is now, where can i find links etc to import this template into d365 and in the template add the information I need. I would like not to have to use Management reporter or the default Trial Balance for this
Is there anyone here that can provide me a link etc to start with in order to see what new possibilties there are.
I will start to set this up in PowerBi later on, and I am not used to Flow for the moment so it is only Excel and D365 I would like to use.
Thank you in advance.
Eva_ said:My quesiton is now, where can i find links etc to import this template into d365 and in the template add the information I need. I would like not to have to use Management reporter or the default Trial Balance for this
Why do you want to import this structure in D365FO?
The Management Reporter can create the Balance Sheet based on ledger accounts that you basically group and arrange.
Power BI does also not rely on a Excel template that you have somewhere.
My recommendation would be to open the row definition in Management Reporter and copy/paste the Excel template.
Once this is done then you can map the respective accounts.
Should not take to long to realize this.
Thank you for the answer :-)
I simply wanted to explore if there was some kind of new ways of working without having to use the Management Reporter. Your answer sounds good.
One more thing I would like to know if there is some kind of export functionality in MR? I was thinking if I will have the row and column definitions setup in MR I would like to have the possibility to export the template to another environment in order not to have to make it from scratch again.
When having done the template once, it would be a good timesaver if the templated could be reused :-)
Look into the building blocks. This is the functionality you are looking for. These allow for imports and export out of management reporter
You can export and import building blocks including row/column structures, trees, etc.
That's a good way from shifting templates around.
An alternative and easy way to setup a new report structure is preparing it in an Excel worksheet, marking all lines and then copy&past them into the MR forms.
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