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Answered

'Edit in Excel' functionality

Posted on by 700

Hi All,

We are trying to explore the 'Edit in Excel' functionality in D365 Business Central, but facing some issues. 

Whenever we add a custom field in any form (through extension development) and open that particular page in Excel for editing purpose, that newly added custom field is not displayed in the excel sheet.

Moreover, the value which we enter in that custom field through the UI, also not getting displayed on the Excel sheet.

Can you please suggest a way to resolve this issue.

Thanks in advance !

Categories:
  • RE: 'Edit in Excel' functionality

    1665.TimeSheetTbl.pngI have added fields to the Report Dataset already but not able to add only that field (working hours) as I am unable to get the name of that field. I have already gone through the document link you provided. Please find the attached screenshot for more details. I need to display the highlighted part.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: 'Edit in Excel' functionality

    I'm afraid you can't add fields to a Report Dataset as of yet.

    Interesting post about this: thinkaboutit.be/.../

  • RE: 'Edit in Excel' functionality

    Thanks !

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: 'Edit in Excel' functionality

    No problem, glad I could help!

  • RE: 'Edit in Excel' functionality

    Can you please help me out with one more issue related to Time Sheet ! Need to display the working hours of an Employee (day-wise) in a report. Report creation has been done but this field is not getting displayed.

  • RE: 'Edit in Excel' functionality

    Thank You Kasper. It works ! :)

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: 'Edit in Excel' functionality

    Hi,

    Did you try the 'Design' mode in the Excel Add-in? It allows you to add missing fields.

    See this post: community.dynamics.com/.../edit-in-excel-functionality

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