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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / where do i specify the...
Microsoft Dynamics AX (Archived)

where do i specify the excel location path and sheet when linking Management reporter to external excel sheet?

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Posted on by Abdo Khoury 14,855

Hi 

i am trying to link an excel worksheet to a management reporter report , 

is there a clear step by step on how to set this up ?

because first i created a Row Link as you can see in the below but it doesn't ask for the path of the excel sheet or which sheet inside (except if i select FD+Worksheet) - what is the difference 

3005.MR.png

where do i specify where the excel sheet is located 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Silvano,

    Please have a look at the following site, that provide some examples how this works

    dynamicsax-fico.com/.../link-multiple-management-reporter-reports

    Best regards,

    Ludwig

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    Hi Ludwig

    that was for linking other MR Reports

    what is the difference between

    1. financial dimension + worksheet

    2. external worksheet

    i am looking as to where i define the external excel sheet that i want to use

    appreciate your help

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Silvano,

    The first option was available in prior versions and allowed the specification of ledger accounts and external worksheet data in a single column. An example is column J in the following screenprint

    dynamicsaxfico.files.wordpress.com/.../en_202_0035.png

    The second option only allows including data from external worksheets in a single column. If you use this second option, the worksheet is defined in the Report tree of your Report. An example can be found here

    dynamicsaxfico.files.wordpress.com/.../en_202_0040.png

    Best regards,

    Ludwig

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    thanks for the above,

    is it possible to connect to a file other than excel , for example an SQL view ?

    regards

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Silvano,

    That's not supported in Management Reporter. If you require data from other sources you can make use of Power-BI or the AX2012 cubes.

    Best regards,

    Ludwig

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