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Microsoft Dynamics GP 2016 - Ability to export numbers to Microsoft Excel as numbers and not text format - SmartList

Derek Albaugh Profile Picture Derek Albaugh

In Microsoft Dynamics GP 2016, we now have the ability to export numbers from SmartList records into Microsoft Excel as numbers and not a text format, allowing the option to do mathematical calculations with those values, such as adding the values of records and more.

For example, if I open the SmartList window (click on Microsoft Dynamics GP, click on SmartList or from the Administration navigation menu, click on Reports, then click on SmartLists.) and click on the default Purchase Line Items SmartList report under Purchasing, it has a QTY Ordered column that shows number values. If I click on the Excel button in the SmartList window to export this report to Microsoft Excel, the Document Amount values have a format of 'Number'.

Because of this, I can use a SUM argument in Microsoft Excel to add values from this column, such as these screenshots:

1256.Excel1.JPG

3323.Excel2.JPG

EXCEL3.JPG

This is true of all numbers and currency values exported into Microsoft Excel from SmartList reports in Microsoft Dynamics GP 2016 including SmartList Favorites, default SmartLists modified through SmartList Designer and custom SmartLists created through SmartList Designer.

Detailed documentation for System Features
 System Features VIDEO   a must see!!

Be sure to check back to the Microsoft Dynamics GP 2016 New Feature Blog Series Schedule page to review upcoming blog posts to help you gear up for What's New in Microsoft Dynamics GP 2016 with great content, documentation and videos.

Thank you!!

Derek

Comments

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  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    I'm having trouble seeing what changed. When I export smartlists in GP 2015 the format/datatype in excel is a "Number" with 5 decimals. No difference with GP 2016. I could do a sum on it before.

    The only difference appears to be smartlists created with smartlist designer. The export for those formatted them as text in GP 2015. It looks like they fixed that bug. Is that what we're cheering for here?

  • Heather Roggeveen Profile Picture Heather Roggeveen 9,144
    Posted at

    Hi

    I can't see how this is any different to what already exists in 2015.  The screen shot included with the feature of the day series suggested that the formatting that was seen in SmartList i.e. the currency symbol and 2dp would be retained when exported to Excel.  That got me excited.  So I was quite surprised just now when updating our client documentation for the release to find that that is not the case, it is simply the background formatting.  Since most accountants I know would automatically highlight the columns and use the "comma" or $ shortcut format since they don't want all those extra decimals, this has been a non-issue.  The issue most of my clients have is that the numbers look terrible - fixing the way they look would be worth getting excited about.

    Cheers

    Heather

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    More detail on  Microsoft Dynamics GP 2016 – Ability to export numbers to Microsoft Excel as numbers

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    More detail on  Microsoft Dynamics GP 2016 – Ability to export numbers to Microsoft Excel as numbers and not text format – SmartList 

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