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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Export data from multi...
Microsoft Dynamics AX (Archived)

Export data from multiple tables to excel

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Posted on by Pete Alberts 3,542

I am working on a cash flow add-in.

I need to export data from multiple source tables to excel. For example: Cash flow can be influenced by AP, AR and BudgetModel. So fields from all three tables need to be displayed as one. The data just needs to be displayed - editing is not necessary. But it needs to be real time - needs to work with that Excel add-in that allows refresh.

I don't know where to begin. The quick ("bad") solution is probably to copy relevant data to some table and export that one - which creates multiple issues.

I am capable of building entities. Further I have a hunch Maps or maybe a union query could be the solution. (I do not know much about either.)

Thanks for reading

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  • Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Export data from multiple tables to excel

    Thanks Crispin :)

    So if a can put your solution in steps:

    1. Create union query for tables

    2. Use that query in a view

    3. Create an entity for the view

    Did I understand correctly?

    If I did not... This is my train of thought: With the experience / knowledge I have I understand that you need an entity to export to Excel. And an entity can be created for a table or view. So I need a view. And a view needs a query.

  • Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Export data from multiple tables to excel

    I don't understand what you meant with that I should copy data to a table as you also suggested I use a view.

  • Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Export data from multiple tables to excel

    Thank you so much.

    What does DMf mean?

    Last question. Regarding the 4th step. I was planning to just create an entity from the view. Will that not work? And is your suggestion an extra to the entity or a replacement?

  • Pete Alberts Profile Picture
    Pete Alberts 3,542 on at
    RE: Export data from multiple tables to excel

    The AOT element Data Entity. It is the only export method I was aware of. docs.microsoft.com/.../data-entities

    Thanks in any case. It'll be much appreciated if you can still answer my last question. But you helped more than enough.

    Regards

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